BoldinReviews of boldin.com

I have been using Boldin since before it was Boldin. The tool has grown with me. As I have learned more about the many facets of retirement financial planning, Boldin has added features to address those capabilities. The AI features are rapidly making the tool extremely powerful and easy to use. I highly recommend Boldin. I have tried two other Boldin competitors and found Boldin to be the superior product for my planning needs.

Excellent AI feature within Bolden is really incredible

Good price for a full featured suite of tools to plan retirement. They keep adding features too!

I'm recently retired and for years have been using very complicated spreadsheets I created to estimate future performance, perform Monte Carlo scenarios, and do spend and tax planning. Maintaining them and trying to model different scenarios was a nightmare. That's how I ended up using Boldin after trying all the options. I've been using the paid version for 6 months now and think it's awesome. It took some time to get used to it but now I can quickly model different scenarios to improve the outcome. I've compared it my spreadsheet results and have full confidence in the Boldin product! Highly recommended for the DIYer.

Not sure I understand some of the reviews. I purchased Boldin access and yes it can be a bit time consuming to setup (it is fairly comprehensive, which makes entries more detailed), but WOW does it do a great job outlining your retirement plan! The team is adding new features which will make the app better over time, but even just the basics of understanding your retirement plan is well worth it for me. The added AI feature is great for answering questions, since some of what Boldin suggests requires more background. I am hoping the team adds expense tracking so I can connect my credit cards and replace other expense tracking apps, but I also realize that may increase the complexity of using Boldin - which is a mixed bag. I have tried other software, but overall found Boldin insights to be better. I understand they are adding an investment assessment and allocation feature, looking forward to that! Overall - it has been well worth the cost for me, and I have been using it for over 6 months. I feel much more confident of my retirement plans.