Browsing: Boldin

We’re excited to share some news: Boldin has been named one of America’s fastest-growing private companies by Inc. magazine! This recognition is a huge milestone for…

My 20-year-old son and all of his college buddies actively traded cryptocurrencies through college. They “made” hundreds of thousands of dollars on very modest seed capital.…

You’ve worked hard to build savings, but do you know how much your retirement lifestyle will actually cost? Many people plan for their portfolio, but not…

Retirement in 10 years? If you’re 10 to 20 years from retirement, you’re in a powerful position: close enough to see the outline of your future,…

Boldin Advisors Achieves National Registration from the SEC, Expanding Access to Tech-Enabled Fee-Only Planning – Boldin Skip to main content Source link

Financial planning doesn’t just calm your fears—it also gives you the confidence to make bold moves! That’s what a new survey of 542 Boldin PlannerPlus subscribers…

Right Capital is financial planning software designed for financial advisors that is sometimes made available direct to consumers through advisories. Recently, Right Capital decided that they…

No one thinks it is a good idea to take financial advice from random people on Facebook. However, Boldin users prove time and time again to…

No matter how well prepared you are (or not), there’s a way to feel financial control, even when the economy is spiraling.  When the world feels…

In this episode of Boldin Your Money, Steve Chen sits down with Jackie Cummings Koski, co-host of Catching Up to FI, to talk about her inspiring…