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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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Housing and Home Equity

8 Ways to Cut Housing Costs for Retirement

Should you try to cut housing costs? Is there an option that is right for you? Downsizing? Retire abroad? Refi? Explore your options.

November 4, 2024
average household savings Financial Wellness

How Do You Compare? Average Cash Savings, Home Equity, Retirement Savings and Other Balances of the American Middle Class

Worried about money? You’re probably in better shape than average! Compare your balance to the average cash, savings, home equity of others.

October 31, 2024
Giving money to family Family and Relationships

Giving Money to Family? Are You Handing Out More or Less than Average?

Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.

October 31, 2024
Ted Talks on Retirement and Aging Planning

The 24 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future

Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.

October 31, 2024
missing financial link Planning

Planning is the Missing Link to True Financial Security

The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs a written financial plan.

October 24, 2024
financial vortex Planning

Surviving the Financial Vortex: 5 Ways to Find Calm in the Swirl of Competing Financial Priorities

Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.

October 24, 2024
what scares you about retirement Financial Wellness

Trick or Treat? 13 Terribly Frightening (Or Not, if You Are Prepared) Retirement Facts

If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.

October 24, 2024
start social security Social Security

Are You Better Off Waiting to Start Social Security Benefits?

There may be $100,000 reasons to delay the start of Social Security. It’s tempting to start early, but your paycheck increases if you wait.

October 24, 2024
medicare open enrollment Insurance

Medicare Open Enrollment: Why You Need to Assess Your Insurance Annually and 14 Tips for Getting Great Coverage

It’s 2024 Medicare Open Enrollment time. Here are 14 tips for getting great coverage and lowering medical costs.

October 19, 2024
Lifestyle

Radical Optimism as a Financial Strategy: 7 Ways to Optimize for Greater Wealth and Well Being

Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and well-being.

October 17, 2024
alzheimer's care Insurance

How to Deal with Dementia or Alzheimer’s: 5 Financial Planning Steps to Take Now

Click here for 5 simple financial planning steps that can help or a loved one plan for the financial stress of dementia or Alzheimer’s.

October 17, 2024
Financial Wellness

Boldin Selected as Top Innovator by the World Economic Forum through UpLink

Boldin has been named as a Top Innovator in the Prospering in Longevity Challenge by UpLink, the open innovation platform of the World Economic Forum.  Learn more about the award.

October 16, 2024
happiness hormones and financial planning Lifestyle

How to Boost 4 Different Happiness Hormones and Reduce Stress through Financial Planning

Did you know that financial planning is an excellent way to boost happiness hormones? (In addition to ensuring a secure future!) Find out how!

October 10, 2024
Earning

Modest Social Security COLA (Benefit Increase) for 2025

The Social Security cost of living adjustment (COLA) for 2025 will be 2.5%. Is it enough?

October 10, 2024
what to do when your insurance claim is denied Financial Wellness

7 Steps to Take When Your Medical Insurance Claim is Denied

Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take.

October 10, 2024
Purposeful Life After Retirement Lifestyle

Prepare for Life After Retirement: 6 Ways to Find Meaning and Purpose for this Stage of Life

We want a happy, stress-free life after retirement. However, many of us also want a meaningful life. Find out how to plan for a meaningful retirement.

October 3, 2024
Financial Wellness

Shhhh: Hush Noise (It’s Different than Bias) for Better Financial Decision Making

Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.

October 3, 2024
leaving money on the table Retirement Planning

7 Ways You May Be Leaving Money on the Table When You Retire

A secure retirement is hard to achieve – especially if you are leaving money on the table. Here are 7 tips to increase wealth.

October 3, 2024
Planning

14 Myths About Becoming a Millionaire (Including that It Isn’t Too Late Even After Retirement)

For many, becoming a millionaire is a desirable (and useful) milestone. Here are 14 myths about millionaires and some tips for how to become one at any age.

September 26, 2024
transition to retirement Retirement Planning

The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane

Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…

September 26, 2024
Lifestyle

Counting Down the Days to Retirement? 8 Ideas for How to Thrive as You Wait for the Big Day

Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition.

September 18, 2024
Planning

Can You Do Better than Average on a Quiz of Your Retirement Financial Literacy?

The average that people got right was a mere 30 percent. How will you score on this quiz of retirement financial literacy? Find out now!

September 18, 2024
how to save more money Planning

How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings

Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!

September 18, 2024
Podcast

Podcast 84: Intentional Retirement Living with Fritz Gilbert

Fritz, who has been retired for 6 years, discusses his journey to retirement and the importance of purpose, planning, and health.

September 18, 2024

Boldin Planner

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