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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.


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age with confidence Lifestyle

Age with Confidence: How You Can Stay Sharper Than Ever and Defy Aging

You have a good chance of maintaining your cognitive function. Find out how to up your odds and age with confidence.

August 22, 2024
personal finance fads Planning

10 Personal Finance Fads That Are Totally Buzzing Right Now (And What You Need to Know)

Have you heard of loud budgeting? Underconsumption core? Death cleaning? See what’s trending in the world of personal finance.

August 22, 2024
financial wellness and chronic disease Financial Wellness

What Do You Need to Do in Your 20s, 30s & 40s, and 50s & 60s to Protect Your Financial Well-Being from the Possibility of Chronic Disease

No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.

August 22, 2024
making friends as an adult Lifestyle

Making Friends as an Adult: While It Was Never Easy, It Has Gotten Harder, but Is Possible

Get fresh insights and actionable advice to help you connect with others and enrich your social life at any age.

August 15, 2024
retirement expenses Retirement Planning

10 Major Retirement Costs Overlooked by a Many Americans

Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You’ll be surprised by #1.

August 15, 2024
retire abroad Retirement Planning

How to Retire Abroad: 12 Tips for Retirement Overseas

Have you always thought about living in another country? Learn how to more your dreams of living abroad closer to reality.

August 15, 2024
relocation for retirement Lifestyle

The Ultimate Guide to the Best Places to Retire: 20+ Lists, Quizzes, and Tips for Making the Best Relocation Decision for You

The ultimate guide to retirement relocation: 20 best places to retire lists, calculators, and tips to help you find your ideal locale.

August 15, 2024
financial stress Financial Wellness

Where to Turn in Times of Financial Stress: 12 Ideas for Feeling More Confident About Your Money

Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when your confidence is rattled.

August 8, 2024
books about retirement and aging Retirement Planning

Books About Personal Finance, Retirement Planning, Living in Retirement, Aging: Make the Most of Your Money and Time

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.

August 8, 2024
retirement group Planning

How to Start a Retirement Planning Group or Club: Plan for a Happier Wealthier Future, Together

Having a group to discuss your finances with can be a source of calm, inspiration, know-how, and fun. Learn about starting a retirement planning club.

August 8, 2024
Tim Ranzetta Financial Wellness

Podcast 83: Financing the Future, Tim Ranzetta on Educating and Empowering the Next Generation

Hear Tim Ranzetta, discuss the importance of financial education starting in high school and how it is becoming part of the standard curriculum.

August 8, 2024
what is middle class Financial Wellness

What is Middle Class?

Explore 9 hallmarks of being middle class and what is the one thing anyone of any class can do to advance.

July 30, 2024
managing money in retirement Planning

10 Tips for Planning to Manage Your Money in Retirement

In some ways managing money in retirement will be easier and in other ways it will be harder. Here are 10 tips for getting it right.

July 29, 2024
best retirement investments Financial Wellness

The Best Retirement Investments: 10 Important Ways to Invest that Are NOT Financial

Monetary retirement investments are critical. Investing in your future health and happiness will pay the important dividends.

July 29, 2024
Earning

Social Security and Working: Everything You Need to Know

Here is what you need to know about Social Security and working: taxes, penalties, when to start benefits, and when to stop work.

July 25, 2024
oldest olympic athletes Lifestyle

Oldest Olympians at the 2024 Paris Games

Think Olympic glory is only for people who are quite young? Think again! Learn about the athletes who are in their 40s, 50s and 60s.

July 25, 2024
life after retirement Retirement Planning

Hurry! Life After Retirement is Going to Be Great (Assuming You Are Truly Ready)

Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 8 tips to get ready to retire now!

July 25, 2024
Make a to be list Planning

Go Beyond “To-Dos”: Make a “To Be” List and Live the Life You Want

Better than a “to do” list, discover how a “to-be” list can align your daily actions with your long-term values and aspirations.

July 18, 2024
retirement surprises Retirement Planning

18 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring

Here are a 18 possible retirement surprises. Make a plan and be prepared. Though the biggest surprise might be that you’ll make it work no matter what.

July 18, 2024
Retirement Savings and Investments

Podcast 82: Exploring the Changing World of Alternative Investments with Ryan VanGorder

This conversation with Ryan VanGorder covers alternative investments, private markets, diversification, and the evolving nature of liquidity.

July 18, 2024
how much is enough Earning

How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness

Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.

July 11, 2024
Planning

Podcast 81: The Role of Insurance in Financial Planning – a Conversation with Todd Taylor of New York Life

Listen in to learn about how insurers think about risk, particularly life expectancy, in financial planning.

July 11, 2024
pre retirement income Retirement Income

Can You Live Happily in Retirement With Just 66% of Your Work Income? (Yes! Most Do)

Research suggests that average annual retirement income for retirees is far less than what they earned before retirement. And, it’s not a problem!

July 11, 2024
new retirement rules Planning

Boldin’s Retirement Rules: 18 Guidelines for Financial Security in this Crazy Modern World

Many ideas about retirement are out of date. Explore these 18 NEW retirement rules for a more secure future.

July 3, 2024

Boldin Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.