Browsing: Planning

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

In a modern world, our financial lives are increasingly digital. Online banking accounts, investment apps, trading platforms and crypto exchanges hold the keys to our personal…

I didn’t read for pleasure until after college—when I could, for the first time, choose what I read. Even then, the work of financial planning required…

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…

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…

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…