The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
Get expert support Make sure your plan is set up correctly with a coach. Or, talk to a CERTIFIED FINANCIAL PLANNER® from Boldin Advisors for even more guidance and support.
Resources Fuel your financial planning know-how
Blog Your guide to financial planning and retirement
February 21, 2018 • 5 minutes
Hear the Stories on the Ted Radio Hour “Fountain of Youth” Episode
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it.
Jim McCarthy is a successful Silicon Valley executive who worked for Yahoo! as employee number 258 and grew up with the industry. In 2013 he was diagnosed with prostate cancer. He decided right then to live each day with purpose. In the process, he wrote a best-selling book with lessons for people in all stages […]
Retired athletes too often face financial ruin. According to authoritative reporting by Sports Illustrated, approximately 78 percent of NFL players either go bankrupt or face some serious financial stress within two years of ending their playing careers, while 60 percent of NBA players are broke within five years of retiring from the game. More recent […]