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
Planning your future financial wellness needs to address with whom you spend your time, what you’ll do, where you’ll live, and also your purpose or how you’ll find meaning for this time of your life.
The happiest retirees have a plan for how to spend their time. More importantly, they understand the habits and and mindset required to stay vital, connected, and satisfied with life. Retirement depression and boredom is a real thing, but it is easily combatted with the right outlook and routine.
Get tips for celebrating retirement and planning a happy retirement. You deserve it!
5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.
The holidays are a time to be thankful and practice gratitude. Science says it’s good for your emotional, physical, and financial well being.
Only half of retirees actually enjoy retirement. Here are 11 ideas to help you achieve the happiness and fun you want.
Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.
The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.
Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!
People often mock millennials, but here are 8 useful lessons from the generation about money and planning a secure future.
Are you (or a loved one) experiencing retirement depression? Here are 9 ways to get help and overcome this real phenomenon.
I think we can all agree. We desperately need another word for retirement. Retirement is a word that we use to roughly define a period of life after work. But the word retirement is imprecise at best and – at worst – really flat out wrong about this phase of life. Do you have a […]
Betty White, the Golden Girl, lived well and vibrantly and offered fans lots of insight into making the most of life at every age.
Retirement is not the end. It is the beginning. A restart in fact. Here is a massive list of what to do in retirement.
Do you dream of retirement travel? You aren’t alone and for good reason. Here’s a riddle for you: Question: What is the one thing you can buy in retirement that will make you richer, not poorer? Answer: Retirement travel Whether you are planning a weekend trip to visit family or around the world expedition, travel […]
Age is just a number. In fact, even the word “old” means less and less these days as many of us stay healthy and active well past the traditional retirement age of 65. Is 80 the new 40? Or, is 100 a better benchmark age for enjoying life and achieving interesting things? Preparing for retirement […]
When most people think about financial and retirement planning, feelings of stress, worry, and anxiety rise in our throats. This stress — while unpleasant — exists for good reason. Stress serves a purpose. Less than 50% of people have a written retirement plan. The majority of people simply don’t have enough saved for this time […]
Before retirement, life has a predictable routine. Work takes priority, and oftentimes everything else is scheduled around it. From laundry to mowing the lawn, many people plan and keep a routine so that everything gets done. After retirement, there’s nothing but time! So, it might seem that schedules aren’t crucial. But a routine might be […]
Some of us retire with a clear purpose in mind. Others of us are anxious to escape the daily grind of work, but we are less sure about how exactly we want to spend our new-found leisure time. Either way, why not blog your retirement? More and more seniors are tech-savvy enough to start their […]
According to the Pew Research Center and the U.S. Census Bureau, Millennials have surpassed Baby Boomers as the largest living generation. There may be a lot of them, but what can this modern generation tell us about having a better retirement? It turns out that some of their ideas will work quite well for those […]
You’ve saved money, but are you really ready for retirement? Using a life coach for retirement might sound crazy, but it’s not. While some people prepare for the financial aspects of retirement, it is not clear how many people develop clear plans for the non-financial aspects. Both are important. A financial advisor or an online […]
Research shows that feeling lonely is a big risk factor for heart attack, clogged arteries, and stroke. In fact, the dangers of loneliness are on par with obesity, light smoking, and anxiety. A study published in the British medical research journal BMJ found that feeling lonely, or being socially isolated, increases your risk by 29% […]
Retirement quotes will make you laugh (or cry) when you read them, especially the famous quotations about retirement.
These funny quotes about getting older and quotes about aging should serve as inspiration for enjoying this remarkable time of life. If a positive outlook on aging adds years to your life, a longer life is something to plan for. The Boldin Planner lets you model what an extra 5, 10, or 15 years actually […]
Jim McCarthy is a successful Silicon Valley executive who worked for Yahoo! as employee number 258 and grew up with the industry. In 2013 he was diagnosed with prostate cancer. He decided right then to live each day with purpose. In the process, he wrote a best-selling book with lessons for people in all stages […]
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.