Retirement

Maximizing your retirement paycheck and getting the most out of Social Security is a goal for many retirees. In 2025,

At Boldin, we often remind people that a financial plan isn’t a one-and-done roadmap—it’s a living, evolving framework. Life doesn’t

In this episode of Boldin Your Money, Steve Chen talks with Jillian Johnsrud, author of Retire Often, about how taking

When people ask “what’s better than an annuity?” the real answer is: it depends on your goals, income needs, and

Should I invest in 401k or Roth IRA? The answer depends on your income, your tax bracket now versus retirement,

Does a Roth 401k have income limits? It’s one of the top questions savers ask — and for good reason.

Decisions about your money aren’t just about math. They’re powered by your financial motivations — the invisible forces shaped by

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

My 20-year-old son and all of his college buddies actively traded cryptocurrencies through college. They “made” hundreds of thousands of

A recent executive order from President Trump will allow 401(k) plans to offer investments in: Private Equity (buying stakes in