Jen Boldt - Envision Wealth

Jen Boldt - Envision Wealth Jen Boldt is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC.

Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. (301) 907-9030. Licensed to sell insurance in AZ, CA, CO, IA, IL, KS, MI, MN, MO, NC, NE, SC, TN, TX, WA and WI. CA insurance license number 0k01126. Envision Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

Happy National "Bubba" Day to you! One of our favorite Bubbas! Jason would do anything for anyone. He is a great husband...
06/02/2026

Happy National "Bubba" Day to you!

One of our favorite Bubbas! Jason would do anything for anyone. He is a great husband, father, grandfather, and friend.

Happy National Smile Day! 😄 A simple smile can change someone's entire world. Do an act of kindness and help someone smi...
05/31/2026

Happy National Smile Day! 😄 A simple smile can change someone's entire world. Do an act of kindness and help someone smile today!

Share your smiling face below with a selfie or a picture of something that made you smile today!

Thank you to the Urbandale Chamber of Commerce for a terrific day! Had a great time attending the Central Iowa Business ...
05/26/2026

Thank you to the Urbandale Chamber of Commerce for a terrific day! Had a great time attending the Central Iowa Business Conference last week with my amazing team! It was a fantastic opportunity to learn, connect, and get inspired for what’s ahead. Grateful for the shared experience and excited to bring new ideas back to the office!

Please mark your calendar for next year, May 20th, 2027, to join us.

Cap and gown season is here. A BIG CONGRATULATIONS to every graduate walking across a stage this month!The late nights, ...
05/21/2026

Cap and gown season is here.

A BIG CONGRATULATIONS to every graduate walking across a stage this month!

The late nights, the stress, the uncertainty about what comes next have all led to this moment.

To the parents and grandparents in the audience pretending they're not emotional: we get it.

For the new grads, a few things to consider as you start this next chapter:

• Start investing as early as possible, even if it's small. Time is the one advantage you won't get back.

• If your employer offers a retirement plan with a company match, take it. It's free money.

• Build an emergency fund before you worry about investing. Three months of expenses is a good first goal.

• Understand your student loans: what you owe, the interest rates, and when payments start.

• Your first budget doesn't have to be perfect. It just has to exist.

The financial habits you build now will help form the foundation for your future.

Congrats, Class of 2026.

Who else has a pet that runs the household? May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something w...
05/18/2026

Who else has a pet that runs the household? May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something with scales or feathers, pets have a way of taking over.

They love us unconditionally. They give us so much joy. They are a big part of the fabric of our families.

They also can cost more than we expected, require more preparation than we anticipated, and somehow we'd do it all over again in a heartbeat.

If you have one, or three, or had one in the past, then you know.

Share a pic of your fur baby(ies)!

Think you have to start claiming Social Security at 62?That's a myth that could cost you.Fidelity recently broke down th...
05/13/2026

Think you have to start claiming Social Security at 62?

That's a myth that could cost you.

Fidelity recently broke down this common misconception with the facts behind Social Security:

• Claiming at 62 locks in a permanent 30 percent reduction compared to waiting until full retirement age.

• Waiting from 62 to 70 can increase your monthly benefit by approximately 77 percent.

• If you're divorced after 10+ years of marriage and haven't remarried, you may be entitled to 50 percent of your ex-spouse's benefit, and claiming it doesn't affect theirs at all.

• Benefits are based on your highest 35 earning years, not just what you made before 65. Working past 65 can still improve your calculation.

• Once you claim it, that's your benefit, adjusted only for cost-of-living increases.

The decision of when to claim is one of the most consequential decisions when preparing for retirement.

For a benefit designed to last 20, 30, or more years, the math is worth getting right.

Happy Mother's Day weekend to all the moms, stepmoms, grandmothers, and mother figures who have and continue to shape us...
05/09/2026

Happy Mother's Day weekend to all the moms, stepmoms, grandmothers, and mother figures who have and continue to shape us all!

Moms teach us more about money than they probably realize. The way they focus us on what matters and demonstrate the beauty of giving without expectation.

So much of how we think about generosity, responsibility, and what's worth protecting traces back to what we learn from the women in our lives.

Happy Mother's Day!

Behind every small business is someone who believes in themselves.Business owners carry a weight most people don't see.Y...
05/04/2026

Behind every small business is someone who believes in themselves.

Business owners carry a weight most people don't see.

You're the CEO, the HR department, and sometimes the night janitor, all in the same day.

The financial picture is more complicated, too.

Choosing a retirement account, balancing what you pay yourself with reinvesting in the business, and making sure the company serves your life, not the other way around.

Think about your local coffee shop, the local family-owned restaurant, and the flower shop—those places exist because someone took a risk and kept showing up.

This week, skip the chain and stop by a small business instead.

May is Military Appreciation Month.To everyone who served and the families who held things together back home: thank you...
05/01/2026

May is Military Appreciation Month.

To everyone who served and the families who held things together back home: thank you.

Military families deal with financial complexities that most people never encounter.

Deployments, relocations every few years, pension decisions, survivor benefits, and VA loans.

The financial picture looks different because military life looks different.

We're grateful to work with military families and veterans. And we’re grateful to all who served.

Think “tax-loss harvesting” is only for bad markets or complicated portfolios?At a simple level, it is this: using certa...
04/27/2026

Think “tax-loss harvesting” is only for bad markets or complicated portfolios?

At a simple level, it is this: using certain investment losses to manage taxes while keeping focus on your long-term strategy.

How it works in plain English:

• Sell an investment at a loss, then replace it with a different investment that plays a similar role in the portfolio.

• Use the realized loss to offset realized investment gains.

• If losses exceed gains, up to $3k per year (for married filing jointly) may offset ordinary income on federal taxes, and the rest carries forward.

• Losses can be saved to offset future gains.

• Watch the wash sale rule, which is buying the same or substantially identical security within a 30-day period before or after the “tax-loss harvesting” sale (61 days total).

• We can show you how tax-loss harvesting works. Your tax, legal, and accounting professionals can show you how your decision will affect your tax situation.

The goal is not to chase tax savings. It’s to keep more of the portfolio working over time while staying aligned with the strategy.

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Clive, IA
50322

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