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The personal finance articles in this section cover taxes, retirement planning, the use of financial advisors, and estate planning.
Financial planning and personal finance are undertakings where you adopt habits today so that you are better off in the future. To effectively manage your money, you need to set goals and make the right financial decisions today with regards to your spending, income, and savings so that you are set up for whatever the future holds.
Maintaining a personal financial plan is meant to be a part of your life like eating well and getting exercise. However, managing money is not as well integrated into as many people’s routines as physical fitness – even though the research shows that people with written plans feel more confident and have less stress.
Plans enable you to make better decisions, develop better financial habits, and have improved financial outcomes.
Planning is valuable, but it isn't the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis.
June 13, 2025 • 6 min read
Planning is valuable, but it isn’t the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis.
You’re worth hundreds of thousands more than your net worth calculations suggest, really! (Assuming an expanded definition of net worth…)
This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users!
Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 6 step plan.
Testimonials and a recent survey of Boldin users show how retirement planning increases financial confidence and can trigger earlier retirements.
The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life).
The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it.
Get early retirement tips and tricks from people who successfully retired in their 40s and 50s and are thriving now.
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
You worked and saved for years, you can now can sit back satisfied with a job well done and enjoy some leisure. However, are you planning on leaving something to the ones you love? You might be surprised that the best inheritance is not necessarily monetary. Leaving meaningful values, especially financial values, can help insure […]
It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your personal finances is pretty common, but your financial future may be in jeopardy if you’re not willing to talk openly about financial planning. Unsurprisingly, only 9% of baby […]
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now...
Can AI be trusted with your money? Let's explore the role artificial intelligence may play in helping you with financial planning.
Bloomberg's Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
How to retire early? Get this 30-step checklist—covering everything from how much you need to how to be ready emotionally.
Explore 7 key provisions in (or consequences of) the One Big Beautiful Bill Act (OBBBA) — and what they could mean for your retirement.
Retiring before 59.5? Discover how to make penalty free withdrawals from your retirement accounts to help fund your early retirement.
Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
