Financial Advisors
The Future of Financial Advice Isn’t More Advisors
Vanguard just paid billions for Altruist to scale advisors. Boldin’s CEO argues the bigger opportunity is scaling what you can do yourself.
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Financial Advisors
Financial Advisor Fees: What Each Pricing Model Costs
Financial advisors charge in various ways, from flat fees to a percentage of your assets. See typical ranges for each, plus what Boldin costs.
Financial Advisors
The 7 Dirty Little Financial Secrets People Don’t Tell Their Spouses — or Their Advisors
7 common financial secrets that quietly undermine goals — and how bringing them into the open leads to better decisions and more confidence.
Financial Advisors
How to Find a Good Financial Advisor: What to Ask First
About 12% of financial advisors carry a disclosure on their public record. Here’s how to check credentials and vet one before you hire them.
Financial Advisors
Boldin Advisors Achieves National Registration from the SEC, Expanding Access to Tech-Enabled Fee-Only Planning
SEC registration for Boldin Advisors means increased access, more choice, and continuation of the highest standards of guidance from CFP® professionals.
Financial Advisors
Retirement Planning is Complex: Get a Set of Expert Eyes – a Coach or Advisor – on Your Future!
Craving reassurance? Explore Boldin’s live support options: from professional financial advice to classes and coaching sessions.
Financial Advisors
Can an Investment Policy Statement Make You 5 Times Wealthier?
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now…
Financial Advisors
AI and Your Money: What Are the Issues with Using Artificial Intelligence to Make Financial Decisions?
Can AI be trusted with your money? Let’s explore the role artificial intelligence may play in helping you with financial planning.
Financial Advisors
Podcast 71: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”
Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
Financial Advisors
Is a Bond Ladder Strategy Right for Your Retirement?
Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future.
Financial Advisors
What Does Fiduciary Mean?
Want an advisor who works for your best interests? Find someone who acts as a fiduciary. Find out what that means and why its important.
Financial Advisors
Boldin Advisors: Understanding Our Fee-Only Fiduciary Guidance from a CFP® Professional
Learn more about how you can collaborate with a CERTIFIED FINANCIAL PLANNER professional to ensure you meet your goals.
Financial Advisors
Is a Financial Advisor Worth It? 12 Tips to Help You Figure Out if You Need to Pay for Financial Advice
Is a financial advisor worth it? Explore 12 tips to help you assess if you need or should work with an advisor. Read now!
Financial Advisors
Podcast: Brooke Southall — The Past, Present & Future of Wealth Management
Episode 53 of the Boldin podcast is an interview with Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past, present and futur…
Financial Advisors
10 Resources and Web Sites for Reliable Retirement Information
Can you retire without consulting a financial advisor or some kind of retirement professional? Of course. The question is, do you have good resources for reliab…
Financial Advisors
Should You Use a Financial Advisor Affiliated With Your Bank?
Pensions have pretty much gone away. We spend 20 to 30 years in retirement. And Social Security covers only a fraction of our retirement expenses. This means…
Financial Advisors
Should You Meet With a Financial Planner and What Should You Discuss?
How often have you met with your financial planner? Never? Many people are afraid of contacting a financial planning professional sometimes because they don’t t…
Financial Advisors
Podcast: Rick Ferri – What Does the Future of Financial Advice Look Like?
Episode 20 of the Boldin podcast is an interview with Rick Ferri — CFA, author, and founder of Core-4 — and discusses Ferri’s perspective on investing and the f…
Financial Advisors
Types of Financial Advisors: Your Guide to Finding the Best Financial Advice
If you’re like many Americans, you probably have concerns about your retirement plan. But research shows that those who work with a financial planner are often…
Financial Advisors
What is a Certified Financial Planner — CFP: What They Do, How to Choose, Benefits of Using, Differences from Other Financial Advisors, Fees and More…
What is a Certified Financial Planner? It seems like every day Americans are reminded how ill-prepared they are for retirement — especially as numerous reports…
