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
September 5, 2024 • 2 minutes
Whether you were on a beach, in the mountains, or wining and dining in a big city, you might have missed some useful articles over the Summer. Here are the most popular posts from the last couple of months.
Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You’ll be surprised by #1.
Read now…
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.
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
Many ideas about retirement are out of date. Explore these 18 NEW retirement rules for a more secure future.
Better than a “to do” list, discover how a “to-be” list can align your daily actions with your long-term values and aspirations.
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.
The ultimate guide to retirement relocation: 20 best places to retire lists, calculators, and tips to help you find your ideal locale.
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.
You have a good chance of maintaining your cognitive function. Find out how to up your odds and age with confidence.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.
It’s fairly common to believe that while a financial scam might happen next door, it certainly won’t happen any closer to home. But unfortunately, it happens every day. Who wouldn’t want to win a trip to the Bahamas or get an exclusive deal on an investment? That’s exactly what con artists count on to help […]
