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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
Go beyond your savings and investments. We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.
What can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to a secure future.
February 26, 2026
Introducing Boldin’s AI Planner Assistant with a complete statement on using AI responsibly in financial planning.
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
The transition to retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by you.
Explore how the symbolism behind lunar new year traditions actually creates the right conditions for wealth and security.
George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.
The Lunar new year starts on Feb. 17. Explore the symbolism of the Fire Horse and how to harness that energy for more wealth in 2026.
Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.
CA State Treasurer Fiona Ma and CalSavers Director David Teykaerts break down how the state is improving retirement access.
Consider all the strategies for maximizing saving opportunities while you are working.
7 common financial secrets that quietly undermine goals — and how bringing them into the open leads to better decisions and more confidence.
Learn how deductions affect Roth conversions and when income can be converted without triggering federal tax. Tips for smarter Roth planning.
A no-regret retirement isn’t about timing or a big bank account. Learn how to plan with clarity and confidence for the life you want.
Worried about aging parents and their finances? Learn how to prevent costly mistakes, reduce fraud risk, and plan ahead.
Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.
David Bach joins Steve Chen to discuss The Automatic Millionaire, his IRA Flat Tax idea, RMD delays, retirement spending, and AI in financial planning.
Here are 4 mindset shifts for overcoming the mental blocks that might be preventing you from retirement planning progress.
Learn the pros and cons of different Roth conversion timing strategies and how to choose the right approach for your retirement plan.
What’s the key to feeling great about your retirement? The power of planning. Explore the wisdom of great minds for a fresh perspective.
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?
Ever wonder why financial resolutions fail? It’s not willpower. Learn the real reasons and how to achieve your goals and dreams.
Your home is a valuable asset. It is also a powerful financial tool for retirement. Explore 5 ways to use your home equity. Read now…
The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.
Set financial goals and resolutions for 2026. Here are 28 things to consider to set yourself up for a secure and happy future.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
