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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
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.
Arthur C. Brooks argues that staying in your career too long is a real risk, and that most successful people retire later than they should.
March 31, 2026 • 7 min read
Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement.
Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.
The transition to retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by you.
George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.
The Lunar new year starts on Feb. 17. Explore the symbolism of the Fire Horse and how to harness that energy for more wealth in 2026.
7 common financial secrets that quietly undermine goals — and how bringing them into the open leads to better decisions and more confidence.
A no-regret retirement isn’t about timing or a big bank account. Learn how to plan with clarity and confidence for the life you want.
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?
George Kinder's 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.
Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.
Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 15 easy tips.
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
Here are 16 tips to help you stay financially stable following a divorce after 50. Get the information you need.
Leslie and Thomas Martin stress-tested their portfolio and gained the confidence to retire with a personalized financial strategy.
The Odyssey Plan helps you explore bigger possibilities, test tradeoffs, and choose with real confidence.
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
