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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.
Discover Boldin’s editor’s favorite retirement planning articles from 2025—insights on money, mindset, purpose, and living well.
December 24, 2025
These are Boldin’s 15 most-clicked articles, covering retirement planning topics like taxes, timing, investing, and more.
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.
Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 15 easy tips.
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
Here are 16 tips to help you stay financially stable following a divorce after 50. Get the information you need.
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
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.
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Get insights for the best way to use your money. What are the pros and cons of paying off mortgage vs. investing?
Have financial holes in your retirement plan (like not enough savings or unknown risks)? See if you should use home equity to fill them.
Explore how gratitude can improve your financial life by grounding decisions, reducing anxiety, and helping you plan in a way that reflects your values.
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.
Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.
Read now…
Explore some of the issues around the family home and how it works as an inheritance.
Explore 20 scenarios to try with the Boldin Retirement Planner. These will increase your planning know-how and build your financial confidence.
As you approach retirement, understanding spousal benefits can empower both you and your partner to make well-informed decisions.
The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
