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Blog Your guide to financial planning and retirement
The Consumer Financial Protection Bureau defines financial wellness as, “having financial security and financial freedom of choice, in the present and in the future.”
Financial wellness means that you: 1) have control over your day-to-day, month-to-month finances, 2) have the capacity to absorb a financial shock, 3) are on track to meet financial goals, and 4) have the financial freedom to make choices that allow you to enjoy life.
Financial wellness results in: confidence, contentment, a sense of security, control, and purpose, and even happiness. And, there are numerous ways to improve financial wellness.
More and more people are bringing mindfulness into their daily lives — but it’s not just about meditation or yoga. Money mindfulness is emerging as a powerful tool for improving financial clarity, reducing stress, and making more intentional decisions. By becoming more aware of your thoughts, habits, and emotions around money, you can take control […]
Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.
Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.
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.
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!
Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.
Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.
What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.
Here are tips for transitioning into retirement. Once you shift to a smart spending mindset, you’ll enjoy life more than ever before.
Focusing on the scarcity of time and money can exacerbate the shortage, not improve it. Learn how to focus on what’s important for a wealthier future!
Big changes are afoot with the start of 2025. See what’s in store for your bottom line.
Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.
Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.
Everyone knows that if you want to achieve something, you had better set a goal. However, very few Americans actually do or even know how to set financial goals. According to Schwab’s Modern Wealth Index, only 33% of people have some sort of written plan or goals. What’s worse? The Financial Health Network finds that […]
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.
Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future.
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
Most parents want their kids to be good with money. The harder question is how to actually make that happen — especially when kids aren’t exactly asking for financial advice. The answer is less about formal lessons and more about creating the right experiences at the right time. A summer job at 16 teaches something […]
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
Adopting strategies of high achievers can be helpful. Consider when to follow and when to forge your own way.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.