✨ 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.
Getting old is not all fun and games. However, it is not nearly as dismal as you might think, assuming you follow a few guidelines. Furthermore, it can actually be enormously beneficial for you to think about growing old. Contemplating your future as an older person can: Help you create a better plan and make […]
According to researchers at the University of Michigan, between 2000 and 2012, the percentage of adults in the United States with dementia (including Alzheimer’s) fell from 11.6% to 8.8%. In addition, the Framingham study (a long-running research project in one small, largely-white well-off community) found that dementia rates have fallen by about 20% in every […]
As baby boomers, retirees today are the generation of change. Experts predict that aging and retirement will evolve tremendously in the near future.Many of the predictions outlined below were culled from from Next Avenue’s list of Influencer’s in Aging. They named 50 thought leaders on aging and asked, “If you could change one thing about […]
Retirement planning is hard. You have to account for 20-30 years of expenses that are difficult to predict and make sure you have enough money to pay for them. How to plan for healthcare costs in retirement is particularly challenging. These costs continue to rise and it is difficult to know what kind of care […]
It’s no secret that as we age, our bodies start to break down–including decreasing body alignment, muscle atrophy, weight gain, and more. But it isn’t just the outside of our bodies that we should be concerned with, says Ray Margiano, CEO and founder of Foot Solutions and Balance Walking. Inactivity, as you age, has a […]
What goes up, must come down. Right…? Actually the adage is wrong when it comes to healthcare costs! Healthcare costs are on the rise, again. They continue to go up, Up, UP, UUUPPPPPPP! American retirees will need to save more for health care related expenses than they have in recent years, forcing many to plan […]
The idea of falling in your home and being unable to call for help is a nerve-wracking prospect. Every year, over 250,000 people over the age of 65 are hospitalized for hip fractures, with 95% of those being caused by falling. From weakened bones to dizziness caused by medication, there are countless reasons a retiree […]
According to a Merrill Lynch study, more than 80% of today’s retirees say health is the most important ingredient for a happy retirement, meaning that the majority value good health even over financial security. 98 tips for a Healthy and Wealthy Retirement Here are 98 retirement tips and tricks. Explore useful advice for a healthy, […]
If you’re on a quest to find the fountain of youth, the good news is that the journey starts and ends with you. “The tried-and-true techniques are still the best: don’t smoke, maintain a healthy weight, get up and move, live a life of moderation, and maintain meaningful connections to people you care about,” says […]
Retirement is the time to relax and enjoy a slower pace, but you still need to remain active in order to stay healthy. Sir Isaac Newton said that a body at rest tends to stay at rest while a body in motion tends to stay in motion. The more often you get up and get […]
Almost all of today’s retirees — 81 percent — say that good health is the most important ingredient for a happy retirement. Protecting your health in retirement means staying as active and stimulated as possible. Sitting still isn’t what protects your well being; but challenging your body and your mind can. Here are 5 ways […]
The journal Neurology recently published compelling research showing a strong association between low Vitamin D Levels and the risk of dementia and Alzheimer’s disease. The study, led by Dr. David Llewellyn at the University of Exeter Medical School, found that study participants who were severely deficient in Vitamin D were more than twice as likely […]
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.