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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.
18 practical retirement income strategies: See what experts recommend and decide how to create a plan for your own lifetime wealth.
February 6, 2025
No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in financial decision making and planning.
It’s totally impractical, super challenging and yet living without money is an intriguing concept. Learn a little bit more about an alternative way of life.
You, like many Boldin users, might have enough to retire, but are scared to start spending. Get 7 tips for moving to a spending mindset.
Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.
Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose.
Worry about the scarcity of time, money, food, etc… can be a problem in lots of situations – including retirement. Learn how to focus on what’s important!
Big changes are afoot with the start of 2025. See what’s in store for your bottom line.
It’s easy to overlook dumb spending, pay hidden fees, or get scammed. Avoid the most common ways people waste money and save more for your retirement.
Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.
Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement.
Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.
Learn about the Social Security Fairness Act, new legislation that restores benefits to public service workers.
Here is a guide for how to find lost money — a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3!
Set financial goals today to reduce stress. Learn why setting process-oriented as well as short-, medium- and long-term financial goals are critical to your success.
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.
Did you miss any of our new features in 2024? Are you taking full advantage of the updates? Can you guess the favorite tools in the Planner?
Set financial goals and resolutions for 2024. Here are 28 things to consider to set yourself up for a secure and happy future.
Compare Maxifi to Boldin. These are two powerful tools with a few critical differences. See what is best for you.
Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future.
Listen to Steve Chen and Mark Goines discuss the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial services.
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
