Financial Wellness

Boldin has been named as a Top Innovator in the Prospering in Longevity Challenge by UpLink, the open innovation platform of the World Economic Forum.  Learn more about the award.

Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take.

Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.

The average that people got right was a mere 30 percent. How will you score on this quiz of retirement financial literacy? Find out now!

Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!

Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it.

Both good and crazy ideas abound on social media, even in the realm of personal finance. Below are 10 personal finance trends that have become wildly popular. Many of these fads are rooted in money mindfulness which is almost always a good idea no matter how much you earn or have saved. 1. Underconsumption Core […]

No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.

Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when your confidence is rattled.

In this episode of the Boldin Podcast, Tim Ranzetta, founder of Next Generation Personal Finance (NGPF), discusses the importance of financial education for high school students. NGPF aims to equip students with essential financial literacy skills by providing free curriculum and training for teachers, advocating for legislative changes, and supporting the integration of financial education […]

Explore 9 hallmarks of being middle class and what is the one thing anyone of any class can do to advance.

Investing in yourself doesn’t need to involve money. In fact, many of the best retirement investments do not involve greenbacks at all. Instead, they are investments that make the fullest use of your time, allow you to spend precious moments with the people you love, and enable you to focus on the things that make […]

If there ever was a million dollar question, it just might be: “how much is enough?” (Although, maybe in your case it would be a $50,000, $200,000, $500,000, $5 million or $10 million question.) At whatever value, the reality is that we all want to know how much savings or income we need and the […]

Let’s face it, money can be confounding. You might think it’s “just math,” but the reality of personal finance is that there is never just one “right” answer. In fact, even when evaluating the numbers in financial projections there are different ways of viewing the value of your money. You can evaluate your financial future […]

How to make sense of retirement planning? Here is your guide to 16 retirement numbers that could be important for a secure future.

Financial stress is real, but there are ways to address it. Here are 11 ways to “don’t worry, be happy…” about your money. No matter what is going on in the economy or your own life, stress about money can be an emotional rollercoaster. It doesn’t seem to matter how much (or little) money you […]

Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase.

In his new book, The Algebra of Wealth, Professor Scott Galloway offers a path to economic security.

People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.

It’s easy to assume that financial confidence increases over time. You make more money as you get older after all. However, the opposite appears to be true. Recent research suggests that financial stress – not confidence – increases as we age, peaks in mid life, and then gets better through our 60s. This financial stress […]

There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.

I am avid watcher and devoted participant of adventure racing. The expedition races I follow (monitor an online map) are 3-6 day races that occur all over the world. In an adventure race, racers plot their path to checkpoints across a course that spans 300 plus miles (usually 50-100 miles a day) while mountain biking, […]

In the realm of financial planning, numbers and calculations often take center stage, overshadowing the profound influence of time on our decisions. However, thinking about different definitions of time can provide invaluable insights that shape our financial strategies and life choices. Let’s delve deeper into some concepts of time and explore how they can guide […]

Building wealth can happen even after age 50! Just follow a few of these 28 best practices and habits consistently. Read now!