✨ Get to know Boldin’s AI Planner Assistant
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
September 11, 2013 • 2 minutes
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
Most Americans have contingency plans in case something goes wrong: a flashlight in the glove box in case of an auto emergency, or a generator in the garage should the power go out for an extended period of time. If you are like most people, you probably have a spare tire in your car in […]
Interest rates have fallen and that means that most reverse mortgage borrowers now qualify for more money. (And, you pay less in interest.) Get a new estimate of your reverse mortgage loan amount right now! All the great benefits of the loans still apply: You still own your home: A reverse mortgage is just a […]
Reverse mortgages offer retirees a number of benefits. Not only can they provide extra cash flow to support a more comfortable retirement, but when used strategically, they can also protect your investment accounts. Waiting until you’re older works for many folks, but for the wealthy it can be a different story.A reverse mortgage allows homeowners […]
