Estate Planning
Average Inheritance in the U.S. Is About $125,000. Most Get Less.
About 1 in 4 U.S. families has received an inheritance. See the median, what comes from parents, trusts, wealth tiers, and what it means for your plan.
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Financial Wellness
10 Personal Finance Trends in 2026 (and Which Ones Work)
Moneymaxxing, No Buy 2026, and soft saving lead this year’s personal finance trends. See what each one involves and which ones help your plan.
Retirement Planning
PlannerPlus Price Rises Oct. 15 for New Boldin Subscribers
On October 15, 2026, the PlannerPlus price rises to $168 a year for new subscribers. Subscribe before then to get the current $144 price.
Financial Wellness
25 Personal Finance Rules (Start With Just 3)
Ask any financial planner and the same three personal finance rules come up first. See them, then explore 22 more for building real wealth.
Budgeting & Spending
How to Manage Your Money in Retirement: 10 Rules That Work
Retirement changes how money works: fewer earning years, more tax decisions. These 10 rules cover withdrawals, spending, and what shifts over time.
Financial Wellness
Financial Mapping: A Roadmap for Your Money and Time
Financial mapping can lead you to better financial decisions and outcomes, turning scattered goals into a plan that holds up against risk.
Financial Advisors
The Future of Financial Advice Isn’t More Advisors
Vanguard just paid billions for Altruist to scale advisors. Boldin’s CEO argues the bigger opportunity is scaling what you can do yourself.
Financial Wellness
How to Deal With Financial Stress: 10 Ways to Worry Less About Money
Specific, research-backed ways to help you deal with financial stress and money worries. Start building real confidence today.
Financial Wellness
Financial Decision Making: 13 Strategies for Smarter Choices
Poor financial decision making costs more than money. Learn to slow down, cut bias, and choose with a clear plan.
Planning
Boldin AI: Your Retirement Planning Assistant
Ask Boldin AI about your plan, or tell it what changed to keep your plan current. You approve every update the AI makes before it’s applied.
Financial Wellness
How to Build Wealth After 50: The 20 Key Rules
The average 401(k) millionaire hits that mark around 59. See the moves that build wealth fastest after 50.
Budgeting & Spending
Consumption Smoothing: What It Means and How It Works
Consumption smoothing is how you keep your standard of living stable across a lifetime of income changes, career shifts, and retirement.
Financial Advisors
Financial Advisor Fees: What Each Pricing Model Costs
Financial advisors charge in various ways, from flat fees to a percentage of your assets. See typical ranges for each, plus what Boldin costs.
Financial Wellness
Financial Literacy Quiz: Can You Beat the National Average?
Only 15% of Americans managed to ace this 8-question personal finance index quiz. Find out which knowledge gaps cost you the most.
Planning
The Best Retirement Planning Software, Compared
Boldin vs. ProjectionLab, MaxiFi, Empower, Right Capital, and 9 more — compared on taxes, Roth strategy, Social Security, and cost.
Planning
MaxiFi vs. Boldin: Which Retirement Planner Is Best for You?
MaxiFi sets your max sustainable spending. Boldin visualizes your full financial life and guides you at every stage. Here’s how they compare.
Planning
2026 Catch-Up Contribution Limits: 401(k) and IRA
After 50, you can contribute up to $32,500 to a 401(k) and $8,600 to an IRA in 2026. Here’s how catch-up limits work at every age.
Financial Wellness
Hiro Finance Is Shutting Down: Here Are the Best Alternatives for Users Looking for a Smarter Financial Planning Tool
Hiro Finance is gone. Compare the best alternatives, including a powerful AI tool built for smarter financial planning.
Planning
5 High-Impact Retirement Planning Strategies Most People Never Use
Most people skip retirement planning strategies with the highest payoff. Here are 5 of them, including one that’s essentially free money.
Planning
ChatGPT for Retirement Planning: Does It Work?
Using ChatGPT for retirement planning? We asked ChatGPT and Boldin AI the same question: “Can I retire?” This is how they replied.
Planning
Retire at 62: What It Takes to Make It Work
At 62, Social Security is up to 30% smaller and Medicare is 3 years away. Here’s how to plan for both and know if your portfolio is ready.
Planning
Capital Gains Tax Brackets: How Income Pushes Your Rate Higher
Think you qualify for the 0% capital gains tax rate? Your other income may have already eaten that space. Here’s why, plus the 2026 brackets.
Planning
Podcast 108: Social Security & Medicare: What’s Changing and What It Means for You with Mark Miller
Steve Chen sits down with Mark Miller to unpack the biggest changes hitting Social Security and Medicare right now.
Planning
Roth Conversions Cost Less When Markets Are Down
A market drop lowers what you’ll owe on a Roth conversion. Learn how to turn a portfolio pullback into a long-term tax win.
