Lifestyle

Your lifestyle choices – how you live your life, your priorities, and values – impact your financial wellness.

And, lifestyle is a major driver of how much you spend and save and how much time you have.

Dive into valuing your time, how to age well, plan for social connection, and achieve a happy retirement.

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Planning

Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)

Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.

April 9, 2025
Lifestyle

Market Volatility: What Percentage of Boldin Users Feel Prepared? Plus, Critical Actions to Take in Uncertain Times (Prepared or Not) 

Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.

April 3, 2025
Retirement Income

13 Surprising Tips for Increasing Your Happiness as You Age

Happiness is easier than ever as you age. if you want to do a little extra to make sure you have a happy retirement, try these tips.

February 20, 2025
Earning

Surprising Lessons from People Who Live Without Money (Completely Outside of the Financial System)

It’s totally impractical, super challenging and yet living without money is an intriguing concept. Learn a little bit more about an alternative way of life.

February 6, 2025
Planning

Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being

Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.

January 9, 2025
Planning

Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security

New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.

December 17, 2024
Lifestyle

Heart Health and Your Retirement Well Being

Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health.

November 7, 2024
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
Planning

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

Subcategories

pros and cons of tracking net worth

The Pros and Cons of Tracking Net Worth and How to Keep This Metric in Perspective

Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric.

November 27, 2024
financial success

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.

November 21, 2024
Purposeful Life After Retirement

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
best books on retirement planning

100+ of the Best Books on Retirement Planning, Living in Retirement, and Aging

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.

April 15, 2025
best life expectancy calculators

The 10 Best Life Expectancy Calculators and Why to Use One When Planning Your Retirement

Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!

March 26, 2025
realistic retirement expectations

The Key to a Happier Retirement? Lower (More Realistic) Expectations

Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too).

March 6, 2025
best books on retirement planning

100+ of the Best Books on Retirement Planning, Living in Retirement, and Aging

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.

April 15, 2025
life transitions

Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)

Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.

April 9, 2025
am i ready to retire

Am I Ready to Retire? 8 Unexpected Skills You Need for a Happy Secure Future

If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure…

March 23, 2025
Family and Relationships
See more about Family and Relationships
retirement planning for women

Retirement Planning for Women: 10 Reasons Why You Are Probably Behind and How to Catch Up

Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up!

April 15, 2025
retirement for couples

Retirement for Couples: 10 Essential Planning Conversations for a Happily Ever After

Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.

February 9, 2025
cross class friendships

Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security

New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.

December 17, 2024

Boldin Planner

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