Financial Planning Blog & Retirement Resources
8 Big Aha Moments: How a Written Retirement Plan Changed Everything for These Boldin Users
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence.
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Should Alternative Assets Be in Your 401(k)? What Financially Savvy Americans Really Think
Informed older Americans are highly skeptical about alternative assets in a 401(k).
Flexibility in Financial Planning: 10 Strategies to Build a Future That Can Bend Without Breaking
Retirement security is less a number and more a mindset. Flexibility can be the difference between surviving and thriving.
Podcast 99: What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud
Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off.
How to Qualify for the Highest Social Security Benefit Possible
What’s the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement.
What Is Better Than an Annuity for Retirement: Smarter Options
What is better than an annuity for retirement? Explore smarter investment and income strategies to grow and protect your wealth.
Should I Invest in 401k or Roth IRA?
Should I invest in 401k or Roth IRA? Learn how to decide based on taxes, income, and retirement goals, with examples and guidance.
Does Roth 401k Have Income Limits? Rules and Myths Explained
Does Roth 401k have income limits? Learn the rules, myths, and strategies high earners can use to take advantage of Roth 401k contributions.
Boldin Made the 2025 Inc. 5000 List of the Fastest Growing Companies in America
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning.
What Motivates You? How Financial Motivations Impact Your Decision Making
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Trump’s New 401k Order: Does Crypto and Private Equity Belong in Your Retirement Nest Egg?
Trump’s 401k order to allow alternative investments in retirement plans. Who really wins? The move boosts choice for savers but also risks.
Understanding the Two Roth 5-Year Rules: A Key to Smarter Early Retirement Planning
Want to retire in your 50s and withdraw from savings? You need to understand the Roth 5 year rules to avoid penalties.
Societal Collapse: Should You Worry? Can You Protect Your Wealth? Should You Try?
Can you really plan for societal collapse? Most Boldin users (planners by nature) say don’t bother. Here’s their advice.
WEP: What It Is, How It Reduces Social Security, and What You Can Do
WEP reduces Social Security benefits for some retirees. Learn what WEP is, who it affects, and how to limit the impact.
Five Reasons to Take Social Security Early
Thinking about claiming benefits early? Here are five reasons to take Social Security early—and how to decide if it’s right for you.
A Big Risk for Retirement Investments? Avoiding Risk!
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.
You Probably Haven’t Hit Peak Happiness Yet: Find Out When It Will Happen!
One of the happiest ages in life occurs in what many would consider “old age.” Find out which two years will be (or were) your happiest ever.
Boldin’s Recent OBBBA Tax Updates: What’s Changed, How It Impacts You, and New Opportunities for Optimizing Your Plan
We’ve made the OBBBA tax updates in the Planner. Learn more about what’s changed and discover opportunities to optimize your tax planning.
Podcast 98: Retired, Not Done – How Scott Garrett Took Control of His Financial Future
Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms.
A Planning Mindset Is the Secret to Financial Discipline, Confidence, and Better Results
Too many people think that their financial destiny is set and can’t be changed. Find out how a planning mindset improves wealth and security.
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