Boldin Avaliações 

Excellent value. Gives me confidence to spend.

Boldin is a great tool and they're making improvements regularly. Tons of flexibility and pretty easy to use. Some of the features would benefit from being linked together, like the various income and expense items for rental properties. Also making the overall investment returns changeable from a single place, as opposed to changing the expected returns on each individual account, would make quick modeling a lot easier.

But these are nits. Overall, it's by far the best retirement planning tool I've used, and I've tried a LOT. :-)

Good discussions on needed issues. Good guidance when appropriate and accessible help with issues.

My husband and I love this tool! Thank you!!

generally good a few quirks in the ROTH converter I am not so confident in its advice but AI is an excellent addition to product , I was set to cancel but the AI addition changed my mind

very solid interface that allows us to model in what our retirement spending can look like, given different timing and scenarios, learned alot.

Great software and we love the AI assistant!

Customer service and software improvement

I was worried about retiring early and having enough money. Boldin software helped show me what I had and how spending can change my out come. It makes me feel more secure when I spend additional funds on traveling or big toys.

Best software for me to work with Budget and Investment. Helpful with taxes. Hope some day they partner with TurboTax.

It’s great; I have been using for 3 years.

The AI is working out well and it’s great to see my plan written down.

Boldin is an outstanding retirement planning platform for the price. The interface is intuitive. The support resources are great. I am a huge fan and highly recommend it.

Love the program and the personalized service my Advisor gave me

AI use in the program is excellent. Importing accounts still not working.

Easy to use and regular updates that given even the most inexperienced person user-friendly explanations.

I love the amount of detail that I can upload and receive while using Boldin. There are so many features included in the software that I can use if I want to really look into the numbers. I like the A.I. feature to find better ways to plan my retirement. The montecarlo projections of my retirement chance of success help me to feel that I can adjust to make sure I am on track.

Boldin is a great software that provides me more information than any spreadsheets. I can have many different scenarios, and the “like to spend” and “must spend” toggle is great. The addition of the AI tool is really helpful when I don’t want to manually make a change to my inputs and provides me instant information when I’m looking at a new expense such as a new car etc. I really like the Monte Carlo rate of success having it run 1000 different scenarios. The new document vault is helpful, and I no longer manually change all my inputs and investment changes as it does it when I upload any statements.
I find the “today’s money” vs future as it takes into account the value of the dollar based on historical or your preferred inflation rate.
I just can’t saw enough about this tool and I recommend it to everyone that will listen, it is very enlightening and an awesome program.

The tool has broad functionality, continues to get upgraded, AI addition was great, priced extremely affordably, great training opportunities.