Boldin Reviews 

I couldn't love Boldin more! I also am thrilled with the continued enhancements and added features. The platform provides peace of mind to me and my husband.

This software has given me the confidence and peace of mind I needed to live an enjoyable retirement.

Great tool for syncing your financial state and then projecting and comparing various sceanrios.

Boldin has made it easier for me to have all of my info in one place...so that I get the entire snapshot of where I am financially. It's also very helpful to be able to run the different scenarios to see how certain decisions affect the outcome. I would highly recommend it. It's well worth the cost, in my opinion.

Boldin has saved me thousands and simultaneously given me the confidence that my total estate planning is in place. Their educational resources and the website/app are invaluable to allow me to enjoy retirement.

I've been using Boldin for several years now. It helped me be confident in starting early retirement last year at 59! I LOVE being retired! Using the Boldin scenarios, I gave myself 2 (working) years living off the budgeted numbers BEFORE retiring. A test drive. Everything worked fine! I couldn't have done it without Boldin.

I really liked the detailed planning and analysis this software offered from the onset. Since then, the capabilities have grown tremendously! One of my favorite features is the Roth Conversion optimization. Also, we appreciate you holding our fee chargeconstant from when we began with the software. Your help desk support has been great.

One area I struggle with is my wife and I are retired Federal employees. This forces us to do a lot of workarounds in the areas of health care estimation, LTC insurance, TSP issues, etc. I am aware, however, that Federal retirees are likely not a big part of your clientele so I understand why these items aren't prioritized for future enhancements.

I am neither a financial nor a tech-savvy person. With Boldin I quickly got a great feel for where my retirement scenarios will end up. It's a peace of mind rather than a worry-and-hope. Also, when I sit down with my Financial Advisor, the meetings are much more productive because I have a better understanding of the topics and interactions.

The system is very intuitive and is even better when you use the chat assistant to help with planning.
I use a variety of methods to determine my financial position and I find boldin the best for graphs and illustrations to clarify a point.

Excellent tool with a well guided interface. Definitely gives me the confidence that my retirement plans are on track and achievable.

It gave me the confidence to pull the trigger! Now with AI, i can look for more options.

Boldin is both comprehensive and very easy and intuitive to use. The ability to easily stress test my retirement plan, using the Scenario Creator provided the insight I needed to gain confidence in my plan.

They are quickly heading to a 5-star status. The updates/upgrades keep coming.

I have fiddled with Boldin (New Retirement) for many years and used most, if not all, of the available newly implemented functions.
At first I was just testing and hesitant, but over time I grew more confident and trusting through verification.
Now that I've built a feeling of understanding and security it's my "go-to" software for looking at our present situation and planning for the future outcomes based on about anything I want to challenge it with.

Boldin gives me peace of mind about my finances. I have tax and financial professionals to help me as well, but using Boldin to understand my situation and run various scenarios before I talk to them helps me better prepare for the those discussions and validate the outcome of any changes they may recommend.

Love Boldin! Most comprehensive consumer facing product. They continually add features and update the software.

Boldin is an excellent tool for retirement planning. Major strengths include ease of use, included artificial intelligence using your plan to answer questions and help with changes, and a new investments section that gives you insights into your portfolio. The Boldin team continues to grow and improve the tool over time. I recommend Boldin for the average DIY retirement planner, or as a supplement for those using paid financial planners.

I have seen a continual pattern of improvements and updates to Boldin over the last year. Every time I sign in there are new suggestions, with easy to follow instructions, that improves the accuracy of my plan. The program continually helps to create an improved plan that lowers future tax costs (i.e. suggesting well planned Roth conversions) and increased future net worths.

I am so pleased with this subscription! It has helped me be organized and truly understand how my retirement is shaping up. I have learned so much by being able to run different scenarios and see what the impacts are. Also they keep rolling out new features that continue to add value and power to the tool.

Comprehensive retirement planning tool with great features and charts. It's like google maps for your finances.