Boldin Avaliações 

Great, comprehensive software. Expert consultation resource for the DIY money manager.

Great product. Much better than all of my spreadsheets. It gave me much more confidence in decision making. Thanks Bolding. I'm 48 and plan on being a subscriber for many years. Much love from Montana.

I like the features and financial analysis Boldin software provides. In addition, I have found the updates the Boldin team has added since I joined such as Guard Rails and AI have been very beneficial.

Boldin is a very user-friendly tool with extensive capabilities. It puts a strong retirement planning capability in the hands of DYI'ers, giving them foresight and understanding at a reasonable cost. However, I do wish it had a few more capabilities like the ability to easily model more than one future primary residence change and more enhanced spending guardrail functionality, both of which I am told are on their "to do" list. Overall, great product!

Exceptional product, gave us so much peace of mind we can spend a bit more money.

Boldin is a very robust tool if you want to take control of your financial future. You don't have to do it alone. There are one-on-one coaches, on-demand classes and an extremely powerful AI. The team is constantly updating the software to add more features as the financial and tax landscape changes. I wish I had this tool when I was at the tail end of my working years, heading towards retirement. I think I could have increased my retirement portfolio by at least 15%. I'm being conservative so my comments are taken seriously.

Allows me to visualize our retirement. Peace of mind to know the plan and likely outcomes!

Boldin is, quite frankly, amazing. We have been using it now for almost 2 years and will continue to do so throughout our retirement.

It is so comprehensive yet easy to use. It is always being upgraded with additional features. Education and the ability to ask questions is included. The AI support is astonishing.

If you don't want to go it alone, they have additional advisor support. We signed up and found the staff to be very helpful and conscientious.

This service gave us the confidence to plan and move forward with retirement and we are so grateful. I have recommended it to many family and friends and they have been impressed as well!

I enjoy being able to confirm and stress test my overall financial and retirement plan and what my financial advisor has been telling me. Boldin continues to add functionality to the program in ways that are simple to implement and understand.

Why I appreciate Boldin:
1. Keeping the costs extremely low
2. Robust support - with impressive follow up/through
3. Frequent training and educational opportunities
4. Regularly innovating & adding new features

Great software. Keeps getting better. Highly recommend.

I've always been one to manage my own finances. Boldin is a dream-come-true. With all its modeling capabilities and features, it allows me to determine my retirement savings target and success chances with little effort. Its AI makes remarkably smart recommendations on such things as Roth conversion to maximize tax savings with the best savings target outcome. One minor drawback which lands it at 4 stars for me, is the connection mechanism to my financial institution. It's never consistent. Sometimes the updates are once every day; sometimes it multiple days. I like using Boldin on the weekends, yet the updates never happen until the following week. This should be fixed to allow users to do on-demand syncs with their financial institutions. It's probably easier to cut-and-paste balances than use this useless feature.

The Ai is questionable at best. One I first signed up, I loved the product but as time moved forward, i was and am getting discouraged and seeking another product. One example is that my wife receives SS disability at age 60. Boldin doesnt let me enter the income this way but I have to TRICK it and say its a PENSION, and then make a bunch of modifications when she turns 65 that she receives SS income and I have to "fight" the entry the entire time. Why ? Surely we cant be the only one in the country with this issue. Also, Boldin has a big issue in understanding that my HSA contributions are only for a half year to get my HSA maxed out, and then I switch all those contributions to my 401k's and it also has trouble in figuring out the company match this entire time.

Boldin is by far the best retirement platform in the market. I have a few million at Fidelity and Schwab and their platforms are worthless for supporting retirement planning. Biggest plus is the Roth Conversion and IRMAA calcualtions where Fidelity will only support retirement planning if I give them 1% each year of my total investment wealth.

Great application, very user friendly. They are constantly updating the software to improve it. It provides all of the pertinent information I need for financial planning.

I absolutely love this system! It allows me to model complex scenarios to get clarity in all the retirement questions I have. The peace of mind it offers is invaluable.

This is exactly what I needed to give me confidence and the boost needed to tackle my retirement finances. No longer am I paying a financial analyst that gave me no wisdom and was literally pushing a button. I do have a background in finance. Program is easy to follow. The AI is a bonus.

Boldin really helps you with your competence and confidence in doing your retirement planning. I'm amazed at how carefully they listen to their user group and most importantly, how they implement those suggestions in a thoughtful and timely manner.

Majority of functionality is great. However, I’ve had challenges working through a type of spend (charity giving) with results that don’t make sense…and I can’t figure out a solution. I’ve tried the open Q&A session but was told I’d have to pay a coach to work through a user operation question.
Overall, live the platform and the community.

The basic Boldin planner is outstanding but recently has added an AI feature that allows so much more and takes it to a whole new level.