Jacqueline Boldt Financial Services Professional with Nylife Securities LLC

09/08/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

09/03/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
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09/01/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

08/28/2026

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial hangover and reset your budget before fall.

Summer vacations, family outings and impulse purchases can strain your budget. Here's how to get your savings and spending back on track before the holidays.

08/26/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

08/24/2026

One of my favorite parts of Executive Council in Denver actually happened outside the conference room.

I spent an afternoon hiking 4.5 miles down Lookout Mountain in Golden, Colorado, mostly alone.

After several days surrounded by people, conversations, speakers and ideas, suddenly it was quiet.

And hiking down a mountain requires you to be present.

Watch your next step. Pay attention to what's around you. Make sure you're still headed in the right direction. And every once in a while, stop and take in the view.

It gave me a lot of time to think about what I'd heard that week.

Jon Acuff: Dream. Plan. Do. Review. You won't ever have all the information, so eventually you have to take the first step.

Jesse Itzler: Rip up the playbook. Be bold. Live with urgency. Pour your soul into something so you don't have regrets.

Maybe life is a lot like that hike.

Know where you want to go, but be where your feet are.

Take the next step. Adjust when you need to. Try something different. Take the picture. Make the memory.

And don't get so focused on where you're going that you forget to look up and appreciate where you are.

Be bold. Be present. And pour your soul into the things that matter.

08/21/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

08/18/2026

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding the risks and rewards.

Financial professionals need to know every possible tool available to help these customers, while understanding the risks and rewards.

08/14/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/12/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.