The personal finance articles in this section cover taxes, financial wellness, retirement planning, the use of financial advisors, and estate planning.
Financial planning and personal finance are undertakings where you adopt habits today so that you are better off in the future. To effectively manage your money, you need to set goals and make the right financial decisions today with regards to your spending, income, and savings so that you are set up for whatever the future holds.
Maintaining a personal financial plan is meant to be a part of your life like eating well and getting exercise. However, managing money is not as well integrated into as many people’s routines as physical fitness – even though the research shows that people with written plans feel more confident and have less stress.
Plans enable you to make better decisions, develop better financial habits, and have improved financial outcomes.
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
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.
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.
Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.
Explore some of the issues around the family home and how it works as an inheritance.
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.
These 13 year-end tax tips for retirement will help you minimize your 2025 taxes and reduce future tax bills.
Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.
You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.
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 Andrea Solarz retired solo with confidence using Boldin, Social Security, and annuities to fund a life of purpose and travel.
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity.
Boldin survey reveals most Americans worry a government shutdown and also the threat to ACA subsidies and retirement confidence.
Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding.
Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics.
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
