Planning

The personal finance articles in this section cover taxes, financial wellness, retirement planning, the use of financial advisors, and estate planning.

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Financial Wellness

Podcast: JL Collins — The Simple Path to Wealth

Episode 48 of the Boldin podcast is an interview with JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how…

Debt

What Happens to Your Debt When You Die?

What happens to your debt when you die?  It’s possible that an individual can have so much debt after they die that it will wipe out the assets that they’d hope…

Planning

8 Tips for Building a Useful Retirement Plan

Everyone knows that they need a retirement plan. But that means different things to different people. Many think of a plan as merely retirement savings. And, wh…

Financial Wellness

Retired at 30: A True Story of Saving for Retirement

Jacob Lund Fisker is not your typical retiree. He’s certainly not at an age where he could collect Social Security. He’s not in his 60s or his 50s. Jacob isn’t…

Financial Wellness

Money Talks, But Do You Speak the Language?

Have you ever traveled to a place where they speak English, but the people have a heavy accent and a different dialect? You have a vague and slowly formed idea…

Financial Wellness

6 Ways a Life Coach Can Improve Your Retirement

You’ve saved money, but are you really ready for retirement? Using a life coach for retirement might sound crazy, but it’s not. While some people prepare for th…

Aging Well

Loneliness Is as Dangerous as Smoking and Stress

Research shows that feeling lonely is a big risk factor for heart attack, clogged arteries, and stroke.  In fact, the dangers of loneliness are on par with obes…

Boldin Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.