Boldin

Important dates you'll want to be aware of when creating your plan.

Milestone dates

This article contains a list of books on financial planning, investing, personal finance, and retirement.

Resources: Books

This glossary defines the terms commonly used in My Plan and additional common financial literacy terms.

Boldin glossary of terms

This article includes a list of personal finance related podcasts and more to enhance your learning.

Resources: Podcasts, Blogs, and More

2025 Tax Rates

2025 Contribution Limits

2025 IRMAA Income Limits and Surcharges

2025 Affordable Care Act Income Limits

2025 Trust, Estate, Gift and Generation Skipping Transfer Tax Rates

Nancy Gates

Checklists and Resources

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