Financial Wellness
18 Big Financial Planning Myths: What Are You Getting Wrong About Retirement?
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
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Financial Wellness
Understanding How Concepts of Time Impact Your Financial Plans
In the realm of financial planning, numbers and calculations often take center stage, overshadowing the profound influence of time on our decisions. However, th…
Budgeting & Spending
Stagflation: When Inflation Meets Stagnation and What to Do About It
First, before reading this article, know that there are solutions to every economic problem – at both the personal and macro economic level. So, even though the…
Financial Wellness
Podcast 77: Rising Above the Money Fog with Mikelann Valterra
Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.
Financial Wellness
Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances
Take a look at 10 things to do now for a financial “spring cleaning.” Ensure your financial plan is on track for the new season.
Planning
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Your brain is not necessarily set up in a way that makes it easy to plan a secure retirement. You have cognitive biases – faulty ways of thinking that are unfor…
Financial Wellness
Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future
As the New Year begins, it always feels like an opportune time to reassess your personal finances. If you’re wanting to take a comprehensive look at your financ…
Financial Wellness
Financial Problems and Stress: Understand if You Have a “Leaky Ceiling” or a “Muddy Puddle” and Make Better Decisions
Explore how can you make better decisions by categorizing your financial problems as either a muddy puddle or a leaky ceiling.
Financial Wellness
The Behavioral Finance Revolution: How Daniel Kahneman Redefined Personal Financial Decision-Making
Daniel Kahneman made profound contributions to behavioral finance and likely to how you manage your money.
Financial Wellness
Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future
Stoicism, the philosophy of enduring hardship with inner strength and tranquility, is having a moment right now. So, let’s dive in and explore key points of Sto…
Planning
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.
Financial Wellness
32 Mostly Unbreakable Rules of Personal Finance
Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.
Planning
Tax Strategies and Lingo Made Simple: A Useful Guide
Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.
Estate Planning
Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled
Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.
Financial Wellness
Best Financial and Retirement Articles from 2023
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.
Planning
Estimates for Your 2023 Data Are Now Available in the Boldin Retirement Planner
The Boldin Retirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.
Budgeting & Spending
The 5 Best Financial Planning Tools Online: Go Beyond Budgeting
Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.
Planning
Roth Conversion Strategies: How to Model them in the Boldin Retirement Planner
Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decision…
Financial Wellness
What is Your Money Personality Type? Will It Impact Your Financial Security?
Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!
Planning
Retirement Planning Activities: Are You Doing More or Less than the Average Person?
Some people do a lot more retirement planning than others. Have you done more or less than the average?
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 Wellness
Expert Smackdown: What’s the Best Source of Information to Help You Make Great Financial Decisions?
Should you go by gut? Listen to a guru? Use tools? Pay an advisor or coach? Explore what the experts say about who to listen to when making a financial decision…
Financial Wellness
6 Competing Retirement Investing Goals and How to Sort Them Out for Long-Term Wealth
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Retirement Planning
98 Tips for a Healthy, Wealthy, and Happy Retirement!
Here are 98 retirement tips and tricks. Explore useful advice for a healthy, wealthy and happily ever after.
