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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
Insurance protects you from the financial liability of the unexpected. Explore what kinds of insurance you need and get tips for the best coverage for you.
Car insurance protects you from car accidents. Home and renters insurance protects you from financial loss due to accidents to your property. Umbrella insurance protects you from additional liability. Life insurance protects your loved ones way of life from your possible death. Health insurance and Medicare covers medical bills. Disability insurance will cover your income if you are unable to work. Long term care insurance covers long term care costs if you require care (and 65-70% of all people do). Lifetime annuities are insurance to guarantee your income and a life longer than you may have anticipated.
When you buy insurance, the insurer is agreeing to fund your unexpected financial losses. They can do this because insurers pool the risks across a large population of people.
Original Medicare vs. Medicare Advantage, Social Security timing, and the enrollment mistakes that follow you permanently.
April 15, 2026 • 12 min read
It’s 2025 Medicare Open Enrollment time. Here are 14 tips for getting great coverage and lowering medical costs.
You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance.
Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.
Find out if longevity annuities can alleviate your biggest retirement anxieties. Can they offer you the peace of mind you seek?
Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA – Income Related Monthly Adjustment Amount.
Health insurance at 62 can cost more than $1,000 a month without subsidies. Here’s how to manage it when retiring early.
If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.
Click here for 5 simple financial planning steps that can help or a loved one plan for the financial stress of dementia or Alzheimer’s.
Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take.
Take a deep dive into how one retiree is achieving a secure future with guaranteed retirement income. Learn about an income floor and 3 investment buckets.
Listen in to learn about how insurers think about risk, particularly life expectancy, in financial planning.
Explore 7 key provisions in (or consequences of) the One Big Beautiful Bill Act (OBBBA) — and what they could mean for your retirement.
It's 2025 Medicare Open Enrollment time. Here are 14 tips for getting great coverage and lowering medical costs.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
