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bold decisions

Meet Members of the Boldin Team, Learn About their Boldest Life Decisions, and Explore What Being Bold Really Means

See the definition of bold. And, hear from the Boldin team about what being bold in life means. Explore the impact of bold decision making.

September 12, 2024
Tap home equity for retirement

5 Ways to Tap Home Equity in Retirement and 7 Times When it May Be a Good Idea to Do So

Have financial holes in your retirement plan (like not enough savings or unknown risks? See if you should use home equity to fill them.

November 20, 2023
audit expenses

Audit Your Spending: 5 Ways to Review Your Expenses to Ensure Your Desired Financial Outcomes

Explore 5 categories of expenses and get get tips for auditing your spending to better achieve your near- and long-term goals.

October 12, 2023

Financial Therapy: What is It and Why You Might Benefit from It

The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.

September 15, 2022

Boldin Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.