The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
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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's the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement.
August 21, 2025
What’s the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement.
What is better than an annuity for retirement? Explore smarter investment and income strategies to grow and protect your wealth.
Should I invest in 401k or Roth IRA? Learn how to decide based on taxes, income, and retirement goals, with examples and guidance.
Does Roth 401k have income limits? Learn the rules, myths, and strategies high earners can use to take advantage of Roth 401k contributions.
Learn Roth 401k limits for 2025, catch-up amounts, and strategies to maximize contributions. Get tax-free growth tips now.
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning.
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Trump’s 401k order to allow alternative investments in retirement plans. Who really wins? The move boosts choice for savers but also risks.
Want to retire in your 50s and withdraw from savings? You need to understand the Roth 5 year rules to avoid penalties.
What is an index fund? Discover this low-cost, efficient investment strategy—recommended by the world’s greatest investors.
Can you really plan for societal collapse? Most Boldin users (planners by nature) say don’t bother. Here’s their advice.
WEP reduces Social Security benefits for some retirees. Learn what WEP is, who it affects, and how to limit the impact.
Thinking about claiming benefits early? Here are five reasons to take Social Security early—and how to decide if it’s right for you.
Is investing in cryptocurrencies a good idea for retirement? Explore the pros and cons of this volatile asset class.
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.
One of the happiest ages in life occurs in what many would consider “old age.” Find out which two years will be (or were) your happiest ever.
We’ve made the OBBBA tax updates in the Planner. Learn more about what’s changed and discover opportunities to optimize your tax planning.
Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms.
Too many people think that their financial destiny is set and can’t be changed. Find out how a planning mindset improves wealth and security.
From retirement boredom to too much to do, here are the top 9 surprises when you stop working. Plus, 14 ways to overcome the challenges.
Need retirement planning near you? Find local advisors, compare your options, and use Boldin’s tools to create a secure retirement plan.
Create a flexible retirement budget worksheet with Boldin. Compare tools, track retirement expenses, and build your plan with confidence.
Explore if you can retire at 50! Discover essential steps, financial strategies, and lifestyle tips for early financial freedom.
Collecting full pension? Learn when and how to access your pension, avoid penalties, and locate your pension benefits.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
