Boldin Avaliações 

It's a very powerful tool that helps me manage my future.

Boldin continues to improve its offerings to provide a more holistic approach to the financial health of its members.

Great software from a retired CFP. Thanks for all you do for the DIY folks as well as those using your planning service.

I appreciate Boldin's comprehensive approach, including all the significant factors and variable of a retirement plan. The plan provides a view of whole picture, taxes, income, social security etc. The explorer options and multiple scenario functions allow the user to experiment and test the plan(s).

Straightforward process to enter data, flexible scenario generation, clear visuals to explain results and powerful AI feature to dig deeper and ask “what if”.

Boldin has been extremely helpful in creating our retirement financial plan. The plan has given us a high degree of confidence as we are now 6 months into retirement and starting to live our dreams. For us the ROTH conversions tool along with the IRMA. RMD and tax estimates have been especially helpful in establishing our longer term plan and save on taxes.

The app is excellent! The videos and articles are very well done and helpful. When I have engaged with people for consultation they have been good, not exceptional.

I love being able to run scenerio's on my own without having to go back and ask my financial planner.

The Boldin app is a great value! It has paid for itself many times over - in terms of money saved, anxiety quelled, problems solved, hidden gotchas revealed and questions answered!

Great weekly articles. Great training sessions. Great user community and support for it. Great pace of tool improvement. And great policy for holding renewal price to the initial rate you bought in at.

The AI resource is great. I use it in conjunction with Chat GPT and my confidence in retirement has increased 100%.

Its s great tool love it, I actually prefer it over a finacial advisor. I have recommended it to ithers many times over the last few years

AI is useful but needs to get better results

This is a great platform! I can see my status in one place in real time. I can change expectations and see the impact. Everything just works! And, they're constantly updating it's capabilities. Although I haven't attended classes or used their expert help, I love that they make this available.

Ease of use. AI module provides very useful guidance.

Best financial planning tool on the market! I've tried countless others over the past several years and NOTHING comes close. Robust. Flexible. Usable. Reasonably priced. I would not be where I am today without it.

Boldin is very thorough. It gives me confidence in my plan.

Powerful yet easy to use software; Superb online help and documentation; Excellent customer service; Effective Management

Keeps my finances, investments all together in one place. Really like the net worth feature as well as the ROTH conversion tool and help with lifetime taxes.