Planning
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.
Explore content
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
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
Investment Advice: What Kind of Help Do You Really Need? How Much Should it Cost?
You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why…
Financial Advisors
Video: The Need for Financial Planning, Why We Built Boldin
Watch to learn about the need for financial planning at scale and discover why we started Boldin.
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
Does Working with a Financial Planner Boost Financial Confidence?
Most people approaching retirement have doubts and worries about financial security. Research suggests that taking steps to organize your finances, project your…
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
Financial Advisor Fees: What Will You Pay to Use a Financial Advisor
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
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
How to Find a Good Financial Advisor
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
What Do Financial Advisors Do? (And Do I Need One?)
The best financial advisors offer many benefits to their clients. However, many of us think that they only provide advice on investments to extremely wealthy pe…
Financial Advisors
Why Do People Use Financial Advisors?
While there are many different reasons people turn to financial advisors during their life, the majority turn to them for one reason: retirement. While most peo…
Financial Advisors
The Downsides of Working With the Wrong Financial Advisor
A lot of people approach retirement by their own wits. This can be a decent way to plan – nobody knows your finances and hopes for your future as well as you do…
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…
