Financial Wellness
Financial Therapy: What is It and Why You Might Benefit from It
The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.
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Financial Wellness
Net Worth Tracking: A Key Habit for a Wealthier and More Secure Future
Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.
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.
Financial Wellness
7 Ways to Tame Financial Stress for a Wealthier Future
Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!
Financial Wellness
Coping with Financial Crises: Wealth-Building Lessons from Recent History
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Financial Wellness
How to Plan for Inflation in Your Long Term Financial Projections
Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.
Aging Well
For Real Retirement Security, Make a Plan for Everything that Could Possibly Go Wrong
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Financial Wellness
Podcast: The Financial Samurai – “Buy This, Not That: How To Spend Your Way To Wealth And Freedom”
Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle l…
Financial Wellness
The Psychology of Money: 9 Important Lessons for Financial Wellness in 2022
The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.
Financial Advisors
Video: The Need for Financial Planning, Why We Built Boldin
Watch to learn about the need for financial planning at scale and discover why we started Boldin.
Financial Wellness
Winners and Losers with the Recent Interest Rate Hike
As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.
Financial Wellness
Don’t Panic and 4 Other Quick Reminders for an Economic Downturn
Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.
Financial Wellness
78% of People Aren’t Ready for Retirement: The Good News? Everyone Can Improve Their Financial Prospects
Worried you aren’t ready for retirement? You aren’t alone and the fixes aren’t too painful. Improve your financial prospects.
Planning
Planning Retirement in an Uncertain Economy: How Much Should You Adjust Your Plans?
It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.
Planning
Quarterly Financial Review: 9 Updates to Make to Your Plan Now (April 2022)
Want to stay on track to a secure future? Do a quarterly financial review. This article explains what to update, provides recent economic benchmarks and shows y…
Planning
What’s New? Recent Enhancements to the Boldin Retirement Planner
From being able to model a change to your future rates of return to new classes, check out the exciting enhancements we have added this quarter.
Budgeting & Spending
The Best (and Worst) Sources of Emergency Money
If you find yourself needing emergency money or income, here is a guide to 11 different sources of funding. Explore the pros and cons.
Budgeting & Spending
What to Do About Inflation? How Are People Adjusting Retirement Plans in the Face of Rising Costs?
Is doing nothing a sane response to inflation today? For some, absolutely. Others need to take action. Explore your options.
Financial Wellness
Great Financial Advice in 8 Words or Less
Financial advice is often complicated. However, it can be simplified. Browse wisdom for saving, investing, spending and living.
Financial Wellness
Monte Carlo Simulations: A Sophisticated Way to Predict Your Chance of Financial Success
Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.
Planning
Announcing a New Boldin Logo to Better Reflect Our Commitment to Personalized Planning
Our new logo reflects our mission to help you achieve financial clarity and create a personalized path to the future that you want.
Planning
When Can I Retire?
When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of…
Financial Wellness
Podcast: Jack Brennan — Insights from the Former CEO of Vanguard
Episode 58 of the Boldin podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group
Financial Wellness
The 22 Most Foolish Financial Decisions Ever Made
Recently online, individual Boldin subscribers were discussing the most foolish financial decisions they had ever made. The conversations were interesting in th…
