Uncategorized

Erin Moriarty of Erin Talks Money explores the emotional side of money, retirement spending, and how AI is reshaping financial planning.

Arthur C. Brooks argues that staying in your career too long is a real risk, and that most successful people retire later than they should.

George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.

The Lunar new year starts on Feb. 17. Explore the symbolism of the Fire Horse and how to harness that energy for more wealth in 2026.

Worried about aging parents and their finances? Learn how to prevent costly mistakes, reduce fraud risk, and plan ahead.

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

Audit your spending to uncover patterns, cut waste, and align expenses with goals. Small adjustments will boost financial confidence.

How many 401k rollovers per year can you do? Understand the one-per-year rule, direct rollovers, taxes, and smart timing with Boldin’s Savings Playbook.

What is better than an annuity for retirement? Explore smarter investment and income strategies to grow and protect your wealth.

Want to retire in your 50s and withdraw from savings? You need to understand the Roth 5 year rules to avoid penalties.

Need retirement planning near you? Find local advisors, compare your options, and use Boldin’s tools to create a secure retirement plan.

Can I retire at 55? It’s a common question for Americans seeking more freedom in their prime. Retiring five to ten years before traditional retirement age can offer big benefits, but it also brings challenges. This guide walks you through what to consider before leaving the workforce at 55, from financial readiness to health insurance […]

Explore work from home for seniors and discover flexible, legitimate online jobs designed for retirees seeking part-time income.

Due to rising costs, the price of PlannerPlus is increasing to $144 for new users. Existing subscribers are locked in at their existing price.

These financial gift ideas are thoughtful, forward-looking, and designed to help a young adult build a stronger future.

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.

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