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Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA – Income Related Monthly Adjustment Amount.

Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!

Your longevity is one of the most significant unknowable factors that determine how much you need for retirement, how much you can spend, how much time you have to do the things you want to do and more. Estimating your longevity using one of the best life expectancy calculators can be a good way to improve […]

Get a quick video tour of the Boldin Planner. See how to set up your plan and discover opportunities to improve your future.

Health costs before age 65 when you qualify for Medicare are expensive. Here are 9 ways to make early retirement insurance more affordable.

If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure […]

To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure.

Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.

If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.

Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.

ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence.

Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!

Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too).

Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.

You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.

Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.

Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up?

Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now…

Toussaint Bailey, CEO of Uplifting Capital, discusses his journey from law to wealth management and aligning wealth with impact.

Happiness is easier than ever as you age. if you want to do a little extra to make sure you have a happy retirement, try these tips.

What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.

You are probably worried about running out of money in retirement. Use this simple two-phase approach to significantly reduce your risk.

Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.