Browsing: Planning

Confident young Asian woman with smartphone looking out through window while sitting in a cafe … More having coffee. Making a personal financial plans and investment…

At Boldin, we believe in planning. We believe in identifying your dreams, running the numbers, stress-testing your future, and adjusting when life throws you curveballs. In…

Senior couple hugging in a nursing home. A happy senior couple standing next to a window in a … More nursing home, hugging and smiling. They…

The Beige Book, officially titled the “Summary of Commentary on Current Economic Conditions,” is a report published eight times a year by the Federal Reserve. The…

Senior women friends playing cardsgetty Retirement planning isn’t one-size-fits-all—and for women’s retirement planning. Many women face longer retirements, more career breaks, and bigger financial gaps than…

Isn’t it ironic that the very systems meant to broaden our horizons – education, career, and finances – so often tend to box us in? I…

There are many significant challenges in financial planning. It can feel emotional, complex, fraught with uncertainty, and so overwhelming. Don’t beat yourself up over it. There…

It isn’t too late! You can start retirement savings at 50 (55 or even later) and still retire comfortably by age 62. I know. Most people…

Estate planning sign on a wooden piergetty I recently streamed “The Beekeeper,” and Adam Clay is right at home with the John Wicks, Robert McCalls, and…

Donating wealth and passing it to future generations are important financial goals that require … More careful planning.getty For those who are fortunate enough to accumulate…