The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
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Blog Your guide to financial planning and retirement
Go beyond your savings and investments. We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.
Balanced funds simplify investing while you’re saving. But proportional withdrawals can limit flexibility in retirement when it matters most.
May 14, 2026
She was self-employed, single, and unsure she’d saved enough. Then the Boldin Planner showed the full picture, and the answer surprised her.
Retirement planning assumes a lifespan of 79, but most Americans hope to live longer. Here’s how your plan can last as long as you do.
Retirement spending estimates are often too low, but a retirement spending plan can change that. Here’s how to keep your money from running out.
Erin Moriarty of Erin Talks Money explores the emotional side of money, retirement spending, and how AI is reshaping financial planning.
Empower shows you what you own. Boldin models whether it lasts. Here’s how they compare on planning depth, tax strategy, and advisor access.
Workers with a retirement plan are more than twice as likely to feel confident. Two national surveys explain the planning gap.
Using ‘Atomic Habits’ to reach your financial goals — James Clear’s habit framework applied to wealth building and long-lasting confidence.
We cover 8 creative tax strategies, plus the retirement planning approach that can save you more money.
Social Security benefit cuts are a real risk but not certain. Here’s what projections show, and how to plan your retirement accordingly.
Original Medicare vs. Medicare Advantage, Social Security timing, and the enrollment mistakes that follow you permanently.
Most people do DIY retirement planning on their own. Here’s why a small peer group and tools you control can change everything.
Hiro Finance is gone. Compare the best alternatives, including a powerful AI tool built for smarter financial planning.
Median retirement savings are $185,000 for ages 55 to 64, dropping to $130,000 at 75+. See 401(k) & IRA balances broken down by age group.
Paying taxes in retirement means managing income streams, quarterly deadlines, and the IRS safe harbor, without an employer doing it for you.
Most people skip retirement planning strategies with the highest payoff. Here are 5 of them, including one that’s essentially free money.
Using ChatGPT for retirement planning? We asked ChatGPT and Boldin AI the same question: “Can I retire?” This is how they replied.
Learn how CalSavers applies to California workers and employers, including automatic Roth IRA enrollment, payroll deductions, and benefits.
The contribution order for retirement accounts can affect how much your money compounds tax-free. Here’s how to prioritize for tax efficiency.
Money is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how to be an emotionally intelligent investor.
Think you qualify for the 0% capital gains tax rate? Your other income may have already eaten that space. Here’s why, plus the 2026 brackets.
Arthur C. Brooks argues that staying in your career too long is a real risk, and that most successful people retire later than they should.
Steve Chen sits down with Mark Miller to unpack the biggest changes hitting Social Security and Medicare right now.
A market drop lowers what you’ll owe on a Roth conversion. Learn how to turn a portfolio pullback into a long-term tax win.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
