Budgeting & Spending
How to Manage Your Money in Retirement: 10 Rules That Work
Retirement changes how money works: fewer earning years, more tax decisions. These 10 rules cover withdrawals, spending, and what shifts over time.
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Retirement Planning
Retirement Milestones by Age: 50 to 75
Here’s every retirement milestone mapped to the exact birthday: catch-up contributions, the Rule of 55, Medicare, Social Security, and RMDs.
Retirement Planning
See Your Total Asset Allocation Across All Accounts in One View
How to sort your holdings into 8 asset classes, spot concentration risk, check against your risk profile, and catch drift or cash drag early.
Financial Wellness
Financial Mapping: A Roadmap for Your Money and Time
Financial mapping can lead you to better financial decisions and outcomes, turning scattered goals into a plan that holds up against risk.
Retirement Planning
Are You Saving Too Much for Retirement?
Under-saving is a math problem you can still fix. Over-saving can cost years you won’t get back. Here’s how to tell which one you’re doing.
Planning
The Future of Financial Advice Isn’t More Advisors
Vanguard just paid billions for Altruist to scale advisors. Boldin’s CEO argues the bigger opportunity is scaling what you can do yourself.
Happy Retirement
Life After Retirement: Why Many People Feel Happier
Life satisfaction often rebounds after midlife, staying relatively high in your 60s and early 70s. Here’s how to prepare for a fulfilling retirement.
Happy Retirement
How to Retire Abroad: A Complete Guide to Retirement Overseas
Visa income minimums, Medicare gaps, and double taxation: the real costs of retiring abroad, and how to plan around them before you commit.
Budgeting & Spending
10 Overlooked Retirement Costs to Budget For
Long-term care can run past $129,000 a year. Healthcare can top $345,000 for a couple. Here are the retirement costs people tend to miss.
Financial Wellness
How to Deal With Financial Stress: 10 Ways to Worry Less About Money
Specific, research-backed ways to help you deal with financial stress and money worries. Start building real confidence today.
Financial Wellness
Financial Decision Making: 13 Strategies for Smarter Choices
Poor financial decision making costs more than money. Learn to slow down, cut bias, and choose with a clear plan.
Debt
Pay Off Debt or Save for Retirement? How to Model Your Plan
Debt advice often stops at interest saved, but you can see whether paying off debt faster changes your retirement date using planning tools.
Financial Wellness
How to Build Wealth After 50: The 20 Key Rules
The average 401(k) millionaire hits that mark around 59. See the moves that build wealth fastest after 50.
Budgeting & Spending
Consumption Smoothing: What It Means and How It Works
Consumption smoothing is how you keep your standard of living stable across a lifetime of income changes, career shifts, and retirement.
Family and Relationships
Divorce After 50: Pros, Cons, & Financial Impact of ‘Gray Divorce’
Gray divorce makes up 36% of U.S. divorces, up from 9% in 1990. See the pros and cons of divorce after 50, and how to protect your retirement.
Retirement Planning
The 13 Most Common Retirement Planning Mistakes: How to Fix Each One
Planning mistakes add up. Claiming Social Security at 62 alone cuts your benefit by 30% for life. But most can be corrected if caught early.
Retirement Planning
Erin Talks Money: What She Wants Retirees to Know
Erin Moriarity shares her take on Social Security timing, building a retirement income floor, and when to stop going DIY and hire a CFP.
Retirement Planning
The 10 Best Retirement Calculators
See how Boldin, Fidelity, Vanguard, AARP, and 6 more retirement calculators stack up on accuracy, customization, and price.
Financial Wellness
Financial Literacy Quiz: Can You Beat the National Average?
Only 15% of Americans managed to ace this 8-question personal finance index quiz. Find out which knowledge gaps cost you the most.
Retirement Planning
Financial Literacy in America Hits a Record Low in 2026
Risk comprehension is the weakest financial literacy domain in 2026, and age doesn’t fix it. See why six in 10 Americans struggle with financial decisions.
Planning
The Best Retirement Planning Software, Compared
Boldin vs. ProjectionLab, MaxiFi, Empower, Right Capital, and 9 more — compared on taxes, Roth strategy, Social Security, and cost.
Retirement Planning
What to Do With Money After Kids Graduate
When tuition stops, it frees up $30,000 to $80,000 a year. Most households don’t have a plan for that money. Here’s how to put it to work.
Lifestyle
Best Places to Retire in the World: 2026 Rankings and Costs
Some 44% of Americans seriously consider retiring abroad. Greece ranked #1 in 2026. See costs, visa requirements, and where demand is going.
Retirement Planning
Why Having a Plan Gives You More Freedom in Retirement
A retirement plan isn’t about restriction. It’s what turns limited resources into real confidence. Here’s why the constraint is the point.
