Financial Wellness
17 Micro Financial Habits for More Wealth and Peace of Mind
Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.
Financial Planning Blog & Retirement Resources
Aging Well
Oliver Burkeman on the Surprising Benefits of Being Less Productive (and Potentially Retiring Earlier)
Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement.
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Earning
The Social Security Fairness Act: Are Your Benefits Impacted?
Learn about the Social Security Fairness Act, new legislation that restores benefits to public service workers.
Financial Wellness
Setting Financial Goals: Why You Need Short-, Long-, and Medium-Term Financial Goals
Everyone knows that if you want to achieve something, you had better set a goal. However, very few Americans actually do or even know how to set financial goals…
Aging Well
Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.
Planning
Boldin Recap: Are You Taking Advantage of Everything we Released in 2024? (And, Our Promise for 2025)
Did you miss any of our new features in 2024? Are you taking full advantage of the updates? Can you guess the favorite tools in the Planner?
Financial Wellness
Best Financial and Retirement Articles from 2024
Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future.
Podcast
Podcast 86: Pioneering Fintech and the Future of Money with Mark Goines
Listen to Steve Chen and Mark Goines discuss the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial service…
Planning
Planning for Uncertainty: Why Roth Conversions Require Iteration, Not Perfection (It’s an Art, Not a Science)
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.
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Boldin Planner
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