✨ Get to know Boldin’s AI Planner Assistant
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
Find tips for staying mentally, physically and emotionally healthy and happy as you age.
Life and life after retirement is better when you feel great. And while aging isn’t anyone’s favorite thing in the world, it is getting better all the time. Many are living younger, longer, and better lives than ever before.
Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition.
You have a good chance of maintaining your cognitive function. Find out how to up your odds and age with confidence.
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
Get fresh insights and actionable advice to help you connect with others and enrich your social life at any age.
Have you always thought about living in another country? Learn how to more your dreams of living abroad closer to reality.
We all love reading lists of the best places to retire. They interest us, peak our wanderlust and they make us think about what is possible in retirement. However, deciding if one of the best places to retire is in your own home or somewhere far away is a really BIG and somewhat complicated decision. […]
Think Olympic glory is only for people who are quite young? Think again! Learn about the athletes who are in their 40s, 50s and 60s.
To do lists can be an incredible way to help yourself get things done – including getting to retirement. However, have you ever considered managing your life according to a “to be” list. Let’s take a look at the differences and why a “to be” list could be a powerful unlock for the life you […]
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?
How are the spending habits of the wealthy different from yours? Get insights into wealth accumulation and financial success.
Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.
What is a super ager and why do their brains stay so young? Learn more and get tips for maintaining your memory, thinking skills and vitality.
Graduation speeches offer great advice for a good life. And, you know what? The guidance can also be relevant to your finances and retirement.
Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.
All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful to know what might happen in the future so we can make better plans now. Researchers have discovered that as we get older, core financial […]
5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Don’t throw money out the window. Explore these 15 east ways to save money on prescription drugs, especially if you are older. Read now!
Betty White, the Golden Girl, lived well and vibrantly and offered fans lots of insight into making the most of life at every age.
Out of pocket retirement health care costs can be outrageous. Use these 12 surprising tips for a healthier and wealthier retirement.
There’s one important task that you may be forgetting before you retire: pursuing dental care. Learn why and access a full retirement checklist.
For many of today’s retirees, health is the most important ingredient for a happy retirement. You might say that they value good health over financial security. This sentiment also rings true for baby boomers–Americans born between 1946 and 1964–who are either recently retired or are preparing for retirement. Baby boomers are taking charge of their […]
Retired athletes too often face financial ruin. According to authoritative reporting by Sports Illustrated, approximately 78 percent of NFL players either go bankrupt or face some serious financial stress within two years of ending their playing careers, while 60 percent of NBA players are broke within five years of retiring from the game. More recent […]
Updated May 2025
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.