Financial Planning Blog & Retirement Resources

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.

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.

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.

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.

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.

Still Working? Here Are 12 Ways to Supercharge Your Retirement Savings and Retire Earlier

Consider all the strategies for maximizing saving opportunities while you are working.

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.

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.

Should You Invest in Crypto for Retirement?

Most advisors who allow crypto cap it at 1% to 5% of a portfolio. See how volatility, RMDs, and estate risk shape the right amount.

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.

The No-Regret Retirement: 16 Ways to Plan for a Life of Freedom and Confidence

A no-regret retirement isn’t about timing or a big bank account. Learn how to plan with clarity and confidence for the life you want.

Aging Parents and Finances: How to Protect Them Without Taking Over

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

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.

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.

The 4 Mindset Shifts That Unlock Retirement Planning Progress

Here are 4 mindset shifts for overcoming the mental blocks that might be preventing you from retirement planning progress.

Helping investors grow their financial confidence: CEO Spotlight on Steve Chen

Timing Roth Conversions: Should You Convert at the Start of the Year? End? Or, Spread Them Out?

Learn the pros and cons of different Roth conversion timing strategies and how to choose the right approach for your retirement plan.

What Great Minds Say About the Power of Planning and How Their Wisdom Can Improve Your Future

What’s the key to feeling great about your retirement? The power of planning. Explore the wisdom of great minds for a fresh perspective.

How to Live a Long Life: 15 Habits of Happy and Healthy Aging 

You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?

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.

Will Retirees Use their $14.39 Trillion in Home Equity for Income? A Back Up Plan? As Inheritance?

Your home is a valuable asset. It is also a powerful financial tool for retirement. Explore 5 ways to use your home equity. Read now…

10 Ways to Get Luckier with Money (And, Why Luck Is More Important Than Talent and Hard Work For Financial Success)

The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.

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.

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.