Financial Wellness
Financial Skills Self-Test: Can You Top the National Average?
Test your financial skills with this 10-question CFPB self-test and see how your score compares to the national average of 50.
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Financial Wellness
How Your Money Beliefs Shape Your Financial Future
The beliefs you carry about money help determine what you do with it. Here’s why your biggest financial obstacle isn’t a number.
Financial Wellness
What the Fed’s Financial Well-Being Survey Misses About Retirement
The Fed found 73% of Americans doing okay financially. Only 35% feel on track for retirement. Both numbers are right, and that’s the problem.
Financial Wellness
‘Atomic Habits’ and Your Money: 6 Lessons for a Wealthier Future
Using ‘Atomic Habits’ to reach your financial goals — James Clear’s habit framework applied to wealth building and long-lasting confidence.
Financial Wellness
Hiro Finance Is Shutting Down: Here Are the Best Alternatives for Users Looking for a Smarter Financial Planning Tool
Hiro Finance is gone. Compare the best alternatives, including a powerful AI tool built for smarter financial planning.
Financial Wellness
Retirement Account Contribution Order: How to Get More From Every Dollar
The contribution order for retirement accounts can affect how much your money compounds tax-free. Here’s how to prioritize for tax efficiency.
Financial Wellness
8 Reasons Why Financial Resolutions Fail (and What Actually Helps)
Ever wonder why financial resolutions fail? It’s not willpower. Learn the real reasons and how to achieve your goals and dreams.
Earning
10 Ways to Get Luckier with Money (And, Why Luck Is More Important Than Talent and Hard Work For Financial Success)
The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.
Financial Wellness
Financial Goals and Resolutions: Prepare for a Great 2026 and Beyond
Set financial goals and resolutions for 2026. Here are 28 things to consider to set yourself up for a secure and happy future.
Aging Well
Last Minute Gifts with Life Changing Impact: Books to Inspire Financial Peace of Mind and a Good Life at Any Age
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
Financial Wellness
Budgeting Time: You Probably Know Your Net Worth but How Are You Measuring Your Time?
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.
Aging Well
Year End Financial Planning: Survey of 1,000 Boldin Planners Reveals 6 Powerful Insights
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.
Aging Well
Financial Worry: How it Tricks You into Worrying More and What to Do Instead
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
Financial Wellness
Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Financial Wellness
Gratitude and Money: How Thankfulness Supports Financial Success
Explore how gratitude can improve your financial life by grounding decisions, reducing anxiety, and helping you plan in a way that reflects your values.
Financial Wellness
A Recipe for Financial Success: It’s as Easy as Pumpkin Pie
Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.
Aging Well
Financial Wisdom: What Is the Best Investment?
The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.
Financial Wellness
Why Financial Planning is the Ultimate Marshmallow Test
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
Financial Wellness
How Much Money is There in the World and How Much Time? (And, How is That Time Used?)
You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.
Financial Wellness
What Scares People More: Retirement or a Dark Walk in the Woods on Halloween Night?
Retirement fears are real and deeply felt, but planning reduces the worry as shown by a poll of 1,000+ people who are approaching retirement.
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.
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.
Financial Wellness
Beyond Chance of Success: How to Really Assess Your Financial Health
Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics.
Budgeting & Spending
Back to School: Is College Still Worth the Cost of Tuition?
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.
