Aging Well
Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Explore content
Financial Wellness
Inherited IRAs? Here is Your Guide to Strategizing Required Withdrawals from Your Account
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.
Family and Relationships
Holiday Gift Guide: Great Financial Wellness and Investment Gifts for Everyone in the Family (Even the Kids)
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
Estate Planning
How and Why to Pass on Financial Values to Your Heirs
Most parents want their kids to be good with money. The harder question is how to actually make that happen — especially when kids aren’t exactly asking for fin…
Financial Wellness
The Savings Playbook, a Logical and Meaningful Way to Prioritize Where You Save Money
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
Financial Wellness
Habits of High Achievers: When to Copy and When to Follow Your Own Path
Adopting strategies of high achievers can be helpful. Consider when to follow and when to forge your own way.
Financial Wellness
The Pros and Cons of Tracking Net Worth and How to Keep This Metric in Perspective
Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric.
Financial Wellness
Think Abundance and Be Grateful: The Secret Mindsets for Building Wealth
Feeling grateful creates a sense of abundance and that has powerful wealth building powers. Learn how.
Financial Wellness
10 Reasons Why Talking About Money Can Give You a Better Future
It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your…
Financial Wellness
The Election is Over: Should You Think Any Differently About Your Retirement Plans?
President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.
Financial Wellness
The 24 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future
Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.
Financial Wellness
Planning is the Missing Link to True Financial Security
The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs…
Financial Wellness
Surviving the Financial Vortex: 5 Ways to Find Calm in the Swirl of Competing Financial Priorities
Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.
Financial Wellness
Trick or Treat? 13 Terribly Frightening (Or Not, if You Are Prepared) Retirement Facts
If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.
Financial Wellness
Radical Optimism as a Financial Strategy: 7 Ways to Optimize for Greater Wealth and Well Being
Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and…
Financial Wellness
Boldin Selected as Top Innovator by the World Economic Forum through UpLink
Boldin has been named as a Top Innovator in the Prospering in Longevity Challenge by UpLink, the open innovation platform of the World Economic Forum. Learn mo…
Financial Wellness
7 Steps to Take When Your Medical Insurance Claim is Denied
Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take…
Financial Wellness
Shhhh: Hush Noise (It’s Different than Bias) for Better Financial Decision Making
Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.
Financial Wellness
How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings
Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!
Financial Wellness
Learned Helplessness: Is it Impacting Your Wealth? See How to Do (and Feel) Better
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it.
Financial Wellness
10 Personal Finance Fads That Are Totally Buzzing Right Now (And What You Need to Know)
Both good and crazy ideas abound on social media, even in the realm of personal finance. Below are 10 personal finance trends that have become wildly popular. M…
Aging Well
What Do You Need to Do in Your 20s, 30s & 40s, and 50s & 60s to Protect Your Financial Well-Being from the Possibility of Chronic Disease
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
Financial Wellness
Where to Turn in Times of Financial Stress: 12 Ideas for Feeling More Confident About Your Money
Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when…
Financial Wellness
Podcast 83: Financing the Future, Tim Ranzetta on Educating and Empowering the Next Generation
In this episode of the Boldin Podcast, Tim Ranzetta, founder of Next Generation Personal Finance (NGPF), discusses the importance of financial education for hig…
