Financial Planning Blog & Retirement Resources

Financial Resolutions: Set Goals for 2026 and Beyond

Set financial goals and resolutions for 2026. Here are 28 things to consider to set yourself up for a secure and happy future.

Our Editor's Favorite Retirement Planning Articles of 2025

Discover Boldin’s editor’s favorite retirement planning articles from 2025—insights on money, mindset, purpose, and living well.

Tips, Lists, and Tricks: Boldin’s 15 Most Clicked Articles in 2025

These are Boldin’s 15 most-clicked articles, covering retirement planning topics like taxes, timing, investing, and more.

Best Books for a Retirement Gift: Financial Peace of Mind

Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.

Podcast 105: You Can Afford Anything, but Not Everything with Paula Pant

Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.

Budgeting Time: How Are You Measuring Your Hours?

You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.

Real Life Retirement Lessons from Unexpected Journeys

Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.

Year-End Financial Planning: 6 Insights from 1,000 Users

Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.

Financial Worry: How It Tricks You and What to Do Instead

Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.

Best Budgeting Tools for Seniors

The Best Retirement Planning Apps

Year-End Retirement Checklist: Prepare for 2026

Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future.

Plan Your Dreams: 11 Guidelines for a Life-First Plan

The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.

Should You Pay Off Mortgage or Invest?

Get insights for the best way to use your money. What are the pros and cons of paying off mortgage vs. investing?

Gratitude and Money: How Thankfulness Supports Financial Success

Explore how gratitude can improve your financial life by grounding decisions, reducing anxiety, and helping you plan in a way that reflects your values.

A Recipe for Financial Success: It’s as Easy as Pumpkin Pie

Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.

Want Reliable Retirement Income? Use the Spend Safely in Retirement Strategy

Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…

Swedish Death Cleaning: 7 Reasons to De-Clutter Now

Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year. Read now…

Pros and Cons of Inheriting a House: A Guide for Heirs

Explore some of the issues around the family home and how it works as an inheritance.

20+ Eye-Opening Scenarios to Try with a Comprehensive Retirement Planning Tool!

Explore 20 scenarios to try with the Boldin Planner. These will increase your planning know-how and build your financial confidence.

Social Security Spousal Benefits: How to Get the Most

As you approach retirement, understanding spousal benefits can empower both you and your partner to make well-informed decisions.

Retirees Name Their Top Financial Regrets. Here’s How to Avoid Them

Is It Ever Too Late To Catch Up on Retirement Savings?

Financial Wisdom: What Is the Best Investment?

The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.