Planning
Video: Taxes in Retirement Office Hours
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.
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Retirement Savings and Investments
The One Chart to Review Every Time the Markets Get Unsteady
Review the long term trajectory of the S&P 500, see how long historic recoveries have taken, and learn how to protect your financial security.
Financial Wellness
TCJA Made Permanent: Your 2026 Tax Brackets Explained
Most TCJA provisions are now permanent, but your bracket thresholds, deductions, and credits still changed for 2026. Here’s what’s different.
Aging Well
Blue Zones Report: 3 Okinawan Secrets to a Long Emotionally, Intellectually, and Physically Healthy Life
Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.
Planning
19 Reasons to Create Your Own Retirement Plan (It’s A Lot More than Knowing, “When Can I Retire?”)
What can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to a secure future.
Financial Wellness
Understanding How Concepts of Time Impact Your Financial Plans
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
Retirement Planning
Write A Retirement Manifesto: A Declaration of What You Want Your Life to Be
The transition to retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by…
Planning
Surprising Financial Wellness Wisdom from Lunar New Year Traditions
Explore how the symbolism behind lunar new year traditions actually creates the right conditions for wealth and security.
Value Your Time
Kinder’s 3 Powerful Questions: Use These to Transform Your Financial Plan — and Your Life
George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.
Planning
Harness the Explosive Energy of the Fire Horse to Build Your Wealth in 2026
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.
Financial Wellness
Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future
Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.
Retirement Planning
Podcast 107: What Happens Next for CalSavers? With Fiona Ma & David Teykaerts
CA State Treasurer Fiona Ma and CalSavers Director David Teykaerts break down how the state is improving retirement access.
Lifestyle
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.
Planning
Asset Allocation by Age: The Right Mix at Every Stage
The best asset allocation strategy for you today? As you age? Is age the best way to determine investment strategy? Get answers.
Taxes
The Overlooked Role of Tax Deductions in Roth Conversion Planning
Learn how deductions affect Roth conversions and when income can be converted without triggering federal tax. Tips for smarter Roth planning.
Retirement Planning
Mandatory Retirement Ages: Pros, Cons, and Why Age Alone Falls Short for Planning
Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.
Retirement Planning
Podcast 106: The Automatic Millionaire in an Automated World with David Bach
David Bach joins Steve Chen to discuss The Automatic Millionaire, his IRA Flat Tax idea, RMD delays, retirement spending, and AI in financial planning.
Financial Wellness
8 Reasons Why Financial Resolutions Fail (and What Actually Helps)
Ever wonder why financial resolutions fail? It’s not willpower. Learn the real reasons and how to achieve your goals and dreams.
Financial Wellness
Financial Goals and Resolutions: Prepare for a Great 2026 and Beyond
Set financial goals and resolutions for 2026. Here are 28 things to consider to set yourself up for a secure and happy future.
Planning
More than Money: Our Editor’s Favorite Retirement Planning Articles from 2025
Discover Boldin’s editor’s favorite retirement planning articles from 2025—insights on money, mindset, purpose, and living well.
Planning
Tips, Lists, and Tricks: Boldin’s 15 Most Clicked Articles in 2025
These are Boldin’s 15 most-clicked articles, covering retirement planning topics like taxes, timing, investing, and more.
Aging Well
Last Minute Gifts with Life Changing Impact: Books to Inspire Financial Peace of Mind and a Good Life at Any Age
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
Planning
Podcast 105: You Can Afford Anything, but Not Everything with Paula Pant
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.
Financial Wellness
Budgeting Time: You Probably Know Your Net Worth but How Are You Measuring Your Time?
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.
