Planning
Podcast 103: How Leslie & Thomas Used Boldin to Retire Early | Real Retirement Stories
Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years.
Financial Planning Blog & Retirement Resources
Financial Wellness
Key Lessons from 6 New Books: Rethinking Money, Meaning, and Retirement at the End of 2025
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
Explore all our content
Insurance
Over 65? Here Are 14 Tips for Getting Great Coverage During the 2025 Medicare Open Enrollment Period
It’s 2025 Medicare Open Enrollment time. Here are 14 tips for getting great coverage and lowering medical costs.
Budgeting & Spending
Social Security: Surprising Insights on How the Program’s Advantages Differ Depending on Income and Wealth
Discover how Social Security and wealth interact — and why the program plays a different role depending on your income and resources.
Planning
Podcast 102: How Andrea Retired Solo With Confidence | Real Retirement Stories
Discover how Andrea Solarz retired solo with confidence using Boldin, Social Security, and annuities to fund a life of purpose and travel.
Retirement Planning
The 29 Biggest Retirement Planning Mistakes and 29 Easy Fixes for a Better Future!
Planning mistakes add up. Claiming Social Security at 62 alone cuts your benefit by 30% for life. But most can be corrected if caught early.
Planning
Podcast 101: Caring for Parents, Planning for the Future with Beth Pinsker
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity.
Insurance
11 Alternatives to Long-Term Care Insurance
You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance.
Retirement Planning
15 Retirement Regrets: What to Do About Each One
74% of retirees have financial regrets. These 15 planning mistakes are the most common, and every one of them is still fixable.
Retirement Planning
Quotes from John Wooden: 8 Lessons from the Legendary Coach for a More Secure Retirement
Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future.
Retirement Savings and Investments
Asset Location: How Tax-Smart Investing Can Supercharge Your Portfolio
Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes.
Retirement Savings and Investments
Break These 6 Personal Finance Rules for a Wealthier Retirement
Some personal finance rules are helpful, others work against you as you near retirement. Here are 6 rules meant to be broken for a more secure future.
Budgeting & Spending
Survey: The Looming Government Shutdown and the Future of ACA Subsidies, Boldin Subscribers Express Concerns
Boldin survey reveals most Americans worry a government shutdown and also the threat to ACA subsidies and retirement confidence.
Estate Planning
What Is Umbrella Insurance and Do You Need It?
Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.
Retirement Planning
The Nearing Retirement Checklist: 19 Things You Need to Do Just Before and After You Retire
There is a lot to do as you near retirement. And, it goes beyond creating a robust financial plan. Money is only part of the equation.
Budgeting & Spending
Audit Your Spending: Go Beyond Budgeting with 5 Ways to Review Your Expenses for Better Financial Outcomes
Audit your spending to uncover patterns, cut waste, and align expenses with goals. Small adjustments will boost financial confidence.
Explore categories
Boldin Planner
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.