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financial gift ideas Uncategorized

Financial Gift Ideas for the 2025 Graduate

These financial gift ideas are thoughtful, forward-looking, and designed to help a young adult build a stronger future.

May 21, 2025
right capital alternatives Planning

Right Capital Alternatives: RightCapital vs. Boldin and Other Tools

Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options.

May 17, 2025
saving for retirement at 50 Planning

Real Life Planning: Can You Start Saving for Retirement at 50 (or Later) and Comfortably Retire at 62? (Yes!)

It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your early sixties (or before)!

May 15, 2025
Challenges of Financial Planning Financial Wellness

Challenges of Financial Planning: 8 Reasons Why It’s So Hard and Also So Worth It

Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties.

May 15, 2025
Social Security Statement Social Security

Your Social Security Statement Has a New Design and Better Information: But Accessing it Requires a New Hurdle

The SSA has released a new format for your Social Security statement and logging on to see it requires a new account.

May 15, 2025
volatility index Retirement Savings and Investments

What is the Volatility Index? What Does it Say About the Economy in 2025 and Future of the Markets?

What can the volatility index tell you about the future of the stock market and your own financial security?

May 15, 2025
sandwich generation Family and Relationships

Resilient, Responsible, and Right in the Middle: A Mother’s Day Tribute to the Sandwich Generation (Moms & Dads Caring for Aging Parents and Children)

59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life.

May 8, 2025
Planning

Podcast 94: Millionaire Milestones – Building Wealth on Your Terms with Sam Dogen

Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset.

May 8, 2025
volunteering in retirement Lifestyle

Volunteering in Retirement: 6 Tips for Making an Impact

Volunteering in retirement is appealing. More than ever, workers over 50 are seeking a second chance at purposeful work. Get tips here!

May 8, 2025
financial suggestions Planning

Uncommon Sense: 15 Financial Suggestions That Are Smarter than the Conventional Advice

Conventional “wisdom” is often flawed. Try these 15 financial suggestions for more wealth and financial peace of mind.

May 7, 2025
early retirement withdrawals Retirement Income

Early Retirement Withdrawals: 5 Ways to Take Penalty-Free Distributions from Your Retirement Accounts BEFORE You Turn 59.5

Retiring before 59.5? Discover how to make penalty free withdrawals from your retirement accounts to help fund your early retirement.

May 1, 2025
thinking of retiring Planning

Thinking of Retiring and Worried You Aren’t Ready? It’s Time to Change Your Perspective

Thinking of retiring? A shift in perspective could be all you need to make it possible. Explore 14 tips to help you change your approach.

April 28, 2025
Planning

Podcast 93: Five Years Later – White Coat Wisdom with Dr. Jim Dahle

Steve Chen and Jim Dahle discuss investing philosophy, simplifying wealth, estate planning for kids five years after their first conversation.

April 25, 2025
retire young Planning

8 of the Most Popular (and Inspiring) Reasons Why People Retire Young

Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.

April 24, 2025
Get help from Boldin Planning

Retirement Planning is Complex: Get a Set of Expert Eyes – a Coach or Advisor – on Your Future!

Craving reassurance? Explore Boldin’s live support options: from professional financial advice to classes and coaching sessions.

April 24, 2025
5-10 years from retirement Retirement Planning

How to Retire in 5 Years (Or less): 17 Things to Do Within 5 Years of Retirement

As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 17 things you need to do NOW for a secure future.

April 24, 2025
catch-up contributions Planning

Catch-Up Contributions: The Powerful Retirement Saving Secret for People Over 50

Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.

April 24, 2025
money mindfulness Financial Wellness

Money Mindfulness: 10 Ways to Reduce Stress and Improve Your Financial Success

Money mindfulness is a powerful trick to reducing financial stress and improving your day to day and long term financial outcomes. Learn how.

April 17, 2025
Planning

Podcast 92: Making Sense of Social Security with Devin Carroll

Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.

April 17, 2025
simple retirement plan Planning

Simple Retirement Planning: An Easy 4 Step Framework for Getting to the Future You Want

Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.

April 17, 2025
retirement planning for women Family and Relationships

Retirement Planning for Women: 10 Reasons Why You Are Probably Behind and How to Catch Up

Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up!

April 15, 2025
best books on retirement planning Retirement Planning

100+ of the Best Books on Retirement Planning, Living in Retirement, and Aging

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.

April 15, 2025
economic possibilities Planning

Future Economic Possibilities: How You Can Prepare for Any Future Up or Downturn

Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.

April 10, 2025
tariff turmoil Retirement Income

7+ Powerful Actions Taken (and Not Taken) by Boldin Users During the Week of Tariff Turmoil

Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.

April 10, 2025

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