✨ NewRetirement is now Boldin, your financial confidence platform
Financial Planning Financial planning tools and services to put you on the path to the future you want
Blog Your guide to financial planning and retirement
Community Connect with peers and experts
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.
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
July 11, 2024 • 12 min read
Money mindfulness is a powerful trick to reducing financial stress and improving your day to day and long term financial outcomes. Learn how.
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.
Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.
Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.
Steve Chen and Mike Himmelfarb unpack the sweeping impact on global markets, economic strategy, and personal finance.
Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.
Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.
Get 6 surprising takeaways from Boldin's recent survey of users about Roth conversions.
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.
Tariff Turmoil wasn't all bad for Boldin users and they have some useful advice for weathering these storms.
Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.
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.
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how.
Talking about money with friends, family, and peers can improve your financial outcomes. You'll make better decisions.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
