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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
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.
Most people do DIY retirement planning on their own. Here’s why a small peer group and tools you control can change everything.
April 14, 2026 • 9 min read
Hiro Finance is gone. Compare the best alternatives, including a powerful AI tool built for smarter financial planning.
Most people skip retirement planning strategies with the highest payoff. Here are 5 of them, including one that’s essentially free money.
Using ChatGPT for retirement planning? We asked ChatGPT and Boldin AI the same question: “Can I retire?” This is how they replied.
Capital gains tax can cost more than you expect when investment profits stack on top of ordinary income. Here’s how to plan around it.
Steve Chen sits down with Mark Miller to unpack the biggest changes hitting Social Security and Medicare right now.
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.
Leslie and Thomas Martin stress-tested their portfolio and gained the confidence to retire with a personalized financial strategy.
James Choi’s investing model suggests your stock allocation should depend on income, savings, and future earnings, not just age.
The Odyssey Plan helps you explore bigger possibilities, test tradeoffs, and choose with real confidence.
Worried about aging parents and their finances? Learn how to prevent costly mistakes, reduce fraud risk, and plan ahead.
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year. Read now...
7 common financial secrets that quietly undermine goals — and how bringing them into the open leads to better decisions and more confidence.
SEC registration for Boldin Advisors means increased access, more choice, and continuation of the highest standards of guidance from CFP® professionals.
Craving reassurance? Explore Boldin's live support options: from professional financial advice to classes and coaching sessions.
The contribution order for retirement accounts can affect how much your money compounds tax-free. Here’s how to prioritize for tax efficiency.
Money is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how to be an emotionally intelligent investor.
Paying taxes in retirement means managing income streams, quarterly deadlines, and the IRS safe harbor, without an employer doing it for you.
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.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
