Curated News
By: NewsRamp Editorial Staff
December 05, 2025
Boldin Survey: Year-End Planners Confident About Future Wealth
TLDR
- Boldin's survey shows high-net-worth individuals using their planning tools anticipate maintaining or increasing wealth, offering a strategic advantage for financial confidence.
- Boldin's survey of over 1,000 users reveals that 99% conduct year-end planning, with 92% reporting increased confidence from annual goal reviews.
- Boldin democratizes financial planning, helping 450,000 people build confidence for smarter decisions and a more secure future through accessible tools and support.
- Boldin found that 80% of retirement planners use end-of-year activities for confidence, not just wealth building, highlighting a shift in financial priorities.
Impact - Why it Matters
This news matters because it provides valuable insights into the financial habits of successful individuals, offering a roadmap for others seeking to improve their financial confidence and security. The survey reveals that consistent, goal-oriented planning—particularly year-end reviews—is strongly correlated with increased financial confidence, even more so than wealth accumulation alone. For the average person, this suggests that adopting similar planning practices, potentially using tools like Boldin's software or consulting with their coaches and advisors, could lead to greater peace of mind about retirement and long-term finances. In an era of economic uncertainty, these findings highlight practical strategies for building financial resilience, making the information directly applicable to anyone looking to take control of their financial future.
Summary
Boldin, a financial confidence company, has released compelling survey results revealing the year-end planning habits of financially savvy Americans. The survey polled over 1,000 individuals who manage their own financial plans using Boldin's platform, with respondents evenly split between retirees (51%) and those planning for retirement (49%). Notably, 70% of participants are high-net-worth individuals with assets ranging from $1 million to $5 million, and across all wealth bands, most anticipate having the same or greater wealth at their longevity than today, suggesting their approach is worth emulating. To view the full announcement, including downloadable images and bios, interested parties can click here.
The key findings from Boldin's survey are particularly insightful for anyone interested in financial planning. Among both retirees and retirement planners surveyed, an overwhelming 99% conduct year-end planning, with a majority reviewing their plans multiple times throughout the year. Perhaps most significantly, nine out of ten respondents (92%) reported that annual or more frequent reflection on their big-picture financial goals and progress significantly increases their confidence. Additionally, nearly 80% of retirement planners complete end-of-year planning activities specifically to boost confidence in their plan, while less than half (43%) cited building more wealth over time as their primary motivation.
Boldin is democratizing access to high-quality financial planning through its innovative Retirement Planning software, which enables users to manage their own retirement plans independently or with support from Boldin's coaches and online classes. The company also offers fee-based, personalized advice from CFP® professionals through Boldin Advisors. To date, more than 450,000 people have used Boldin to create plans and build confidence for smarter financial decisions. For those seeking to learn more about these services, additional information is available through the company's various resources.
Source Statement
This curated news summary relied on content disributed by Reportable. Read the original source here, Boldin Survey: Year-End Planners Confident About Future Wealth
