Category: Lifestyle

Lifestyle

Financial Goals and Resolutions: Prepare for a Great 2025 and Beyond

Happy New Year! What better time for setting financial wellness goals and resolutions? Here is a great list of…
Lifestyle

Boldin Recap: Are You Taking Advantage of Everything we Released in 2024? (And, Our Promise for 2025)

In 2024, our mission was to empower you to confidently take control of your financial future, enabling bold choices…
Lifestyle

It’s Great to Meditate!

Start the new year right with a healthy habit that just takes 13 minutes a day. Meditation has ancient…
Lifestyle

FIND YOUR TRIBE

Find your tribe – buddies who will be your support system as you journey through life in your later…
Lifestyle

Best Financial and Retirement Articles from 2024

Scroll down to explore the top 25 articles from 2024. Wealth, Roth mistakes, retiring early, rules, average net worth,…
Lifestyle

Gratitude for 2024

Happy Holidays, everyone! I hope you are enjoying the holidays as much as RB40Jr. He loves winter break because…
Lifestyle

Planning for Uncertainty: Why Roth Conversions Require Iteration, Not Perfection (It’s an Art, Not a Science)

When it comes to retirement planning, Roth conversions can be a powerful strategy to optimize your financial future. But…
Lifestyle

2024 Year-end Financial Housekeeping

Can you believe 2024 is almost over?! It’s true the years go by faster as you get older. I’m…
Lifestyle

Open Thread: What’s Your Future Tech Wish?

It’s almost time for CES (the Computer Electronics Show) the annual gathering where tech titans and wanna be titans,…
Lifestyle

How and Why to Pass on Financial Values to Your Heirs

You worked and saved for years, you can now can sit back satisfied with a job well done and…
Lifestyle

Have an Inherited IRA? Here is Your Guide to Strategizing Required Withdrawals from Your Account

When you inherit an IRA, it’s more than just a financial windfall, it’s a responsibility. The rules governing inherited…
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