Financial Planning Blog & Retirement Resources

Podcast 104: Money Confidence for Real Life with Katy Song

Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.

How Much Time Do You Have? Money vs. Time Around the World

You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.

How Much Do You Need for Retirement if You Will Live to Be 100?

What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.

The ‘Go Live Your Life’ Rule of Retirement Spending

Retirement Fears: Scarier Than a Dark Walk on Halloween?

Retirement fears are real and deeply felt, but planning reduces the worry as shown by a poll of 1,000+ people who are approaching retirement.

New Retirement Books: Lessons from 6 Late-2025 Releases

Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.

Podcast 103: How Leslie & Thomas Used Boldin to Retire Early | Real Retirement Stories

Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years.

7 Money Apps to Keep Your Retirement Planning on Track

I’m a Financial Planner: 5 Wealth Strategies for Retirees in Today’s Economy

Social Security and Wealth: Who Gains the Most

Discover how Social Security and wealth interact — and why the program plays a different role depending on your income and resources.

Podcast 102: How Andrea Retired Solo With Confidence | Real Retirement Stories

Discover how Andrea Solarz retired solo with confidence using Boldin, Social Security, and annuities to fund a life of purpose and travel.

Bitcoin’s Emerging Role in 401(k) Plans: A New Era for Retail and Institutional Exposure

Trump’s 401(k) Bitcoin Order: What It Means For Retirement Portfolios

Podcast 101: Caring for Parents, Planning for the Future with Beth Pinsker

CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity.

11 Alternatives to Long-Term Care Insurance

You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance.

OBBBA Tax Updates in Boldin: What Changed for Your Plan

See how the Boldin Planner applies the One Big Beautiful Bill Act: the higher standard deduction, $6,000 senior deduction, SALT cap, and permanent brackets.

Is It Possible the 4% Rule Is All Wrong?

Quotes from John Wooden: 8 Lessons for Your Retirement

Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future.

Asset Location: How Tax-Smart Investing Helps Your Portfolio

Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes.

Break These 6 Personal Finance Rules for a Wealthier Retirement

Some personal finance rules are helpful, others work against you as you near retirement. Here are 6 rules meant to be broken for a more secure future.

5 Retirement Plan Firms Making the 2025 Inc. 5000

Average Net Worth by Age: How Do You Measure Up?

Government Shutdown and ACA Subsidies: User Survey

Boldin survey reveals most Americans worry a government shutdown and also the threat to ACA subsidies and retirement confidence.

What Is Umbrella Insurance and Do You Need It?

Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.