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The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
Get expert support Make sure your plan is set up correctly with a coach. Or, talk to a CERTIFIED FINANCIAL PLANNER® from Boldin Advisors for even more guidance and support.
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Blog Your guide to financial planning and retirement
Your retirement plan is a roadmap to your future, but like all plans, it is likely to evolve and change over time.
The economy will not behave exactly as you have anticipated and your own life and goals will also change over time.
And, the best retirement planning goes way beyond your savings and investments. Numerous other factors like Social Security, when you stop work, your longevity, home equity, debt, taxes, income sources, inflation, spending, healthcare costs, lifestyle choices, and more may actually represent greater value or be more important than your savings with regards to your overall financial wellness.
What’s the key to feeling great about your retirement? The power of planning. Explore the wisdom of great minds for a fresh perspective.
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?
Discover Boldin’s editor’s favorite retirement planning articles from 2025—insights on money, mindset, purpose, and living well.
These are Boldin’s 15 most-clicked articles, covering retirement planning topics like taxes, timing, investing, and more.
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.
Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 15 easy tips.
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Here are 16 tips to help you stay financially stable following a divorce after 50. Get the information you need.
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future.
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Have financial holes in your retirement plan (like not enough savings or unknown risks)? See if you should use home equity to fill them.
Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…
Explore 20 scenarios to try with the Boldin Retirement Planner. These will increase your planning know-how and build your financial confidence.
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.
Retirement fears are real and deeply felt, but planning reduces the worry as shown by a poll of 1,000+ people who are approaching retirement.
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years.
Discover how Social Security and wealth interact — and why the program plays a different role depending on your income and resources.
Discover how Andrea Solarz retired solo with confidence using Boldin, Social Security, and annuities to fund a life of purpose and travel.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
