Boldin Financial Planner Review: Financial Freedom Made Easier

I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first writing about Boldin (formerly NewRetirement) in 2020, I’ve seen how much the platform has evolved and expanded its offerings.

The world needs a financial planning tool that takes a holistic approach to wealth management. As someone with real estate investments, alternative investments, private investments, and two young children who may attend college one day, I’ve found Boldin excellent for managing a complicated net worth beyond just stocks and bonds.

Recently, I was also grappling with questions about what qualifies as income versus capital gains when withdrawing from a 401(k), IRA, Roth IRA, and taxable brokerage accounts in retirement. At 47, I’m 13 years away from traditional retirement, and I’m focused on creating a tax-efficient withdrawal strategy to maximize my funds. Boldin offers the tools and guidance to address these complex, yet essential, questions.

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Axiom Cloud Introduces Enhanced Compliance Reporting to Help Grocery Retailers and Cold Storage Operators Meet Critical EPA and CARB Requirements

AI-powered solution now streamlines required reporting for Automatic Leak Detection (ALD) ahead of January 1, 2026 EPA deadline

SAN JOSE, Calif., Dec. 4, 2024 /PRNewswire/ -- Axiom Cloud, a leader in AI-powered refrigeration management solutions, today announced the launch of Enhanced Compliance Reporting within its AI-powered Early Leak Detection module. This new feature helps grocery retailers and cold storage facilities become "audit-ready" before the EPA begins enforcement of the AIM Act on January 1, 2026. By generating reports for ALD systems and leak events that are required for recordkeeping and self-reporting on an ongoing basis, Axiom helps its customers achieve compliance with EPA regulations and existing CARB requirements.

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PostSig Raises $1.2 Million in Pre-Seed Funding Led by Frontier Venture Capital, With Participation From SaaS Ventures and Prominent Industry Leaders

SAN FRANCISCO, November 20, 2024 (Newswire.com) - PostSig, Inc., the contract performance management platform designed for the capital markets industry, today announced the successful close of its $1.2 million pre-seed funding round. The investment was led by Frontier Venture Capital with participation from SaaS Ventures and a distinguished group of angel investors, including Robert Jeanbart, former CEO of SIX Financial Information; David Ron, former CFO of Krux; and Chris Petrescu, CEO and Founder of CPCapital and former Head of Data Strategy at Exodus Point. The funding will enable PostSig to accelerate customer acquisition and revenue growth. 

To learn more about PostSig, visit www.postsig.com.

SecEdge Joins TCG-Approved Vendors with SEC-TPM™, a Groundbreaking TPM 2.0 Solution for Arm® TrustZone™-Enabled Silicon

EC-TPM™ stands as an industry first, pioneering security in Edge AI and enhancing application data privacy for confidential computing

SEATTLE, WA, UNITED STATES, November 19, 2024 /EINPresswire.com/ -- AI security and data privacy have received a major boost today as SecEdge joined theTrusted Computing Group (TCG)approved vendor community in support ofSEC-TPM™. SEC-TPM is a TPM 2.0 firmware TPM solution, as specified by the TCG, who created the original TPM 25 years ago.

This Trusted Platform Module (fTPM) solution sets a new standard for device security by supporting a wide range of silicon compatible with Arm®TrustZone™ architectures and delivering end-to-end software management.

"SecEdge’s SEC-TPM uses the utility of TPMs in key focal areas, including AI security and application data privacy, which are critical for the future of confidential computing," said Joe Pennisi, President and Chairman of Trusted Computing Group (TCG).

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DailyPay Disrupts Global Wage Access

US fintech DailyPay expands to UK market and partners with Visa as it positions itself to transform payday cycles for workers worldwide

In an exclusive interview at Money20/20 USA, DailyPay's latest strategic moves reveal an ambitious push to revolutionise how workers across the globe access their earned wages. 

The American fintech firm is expanding its on-demand pay platform internationally as it seeks to address what it calls 'the last thing people wait for in life' - their wages.

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