Boldin Reviews 

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.

I have utilized Boldin for many years. I recently hired a fee only CFP who utilized Right Capital and I have found Boldin more insightful, user friendly, and reliable.

Pros: continuous product improvement; AI feature

Cons: calculations can be obscure at times; difficult to understand which inputs affect a given result; consider import / export features

Boldin continues to make improvements to software that already was a good value.

The AI enhancements are helpful but should be considered carefully as AI does make mistakes. However, their AI appears to be thoughtful, deliberate and cautious.

Boldin has helped to take my financial information and make it into a doable financial plan for my retirement! I just met with a financial planner and she was impressed with the information I was able to forward to her via Boldin!

Boldin gives you the confidence with the right tools to forecast your financial outlook. The system is easy to understand and the new AI assistant built is awesome for quick questions. I ran my own spreadsheets for years and now can get the same accuracy with very little time and effort.

The ability to run and save many different scenarios while utilizing the AI agent provides a highly effective tool to model unique and complex variations allowing the user to really hone in on their specific strategy. The overall benefit relative to the annual fee provides incredible value versus relying on a traditional financial planner.

i really like the portal for what it can do, it gives a good read on what you may accomplish at retirement

Easy to use; many good new features

Bolden has given us a comprehensive overview of our finances. I feel confident we are ready for retirement. I love the AI feature! I've used it to model different scenarios such as paying for private schools my family, Roth conversions, etc. We're also using the investment breakdown module. We're manually entering the data as we're not comfortable connecting to our financial institutions. We like how Bolden breaks out the %'s in stocks/bonds/other. It gives us a clear overall picture of our investment allocations.

Great tool.

Boldin gave us the confidence to retire earlier than expected and helps us to be able to spend with confidence knowing we are still on track.

It took a bit to get it all set up, but it's been fantastic for planning and for trying different scenarios. It has enabled me to look forward to my upcoming retirement with positivity and excitement. And I am planning to use this software for the rest of my life to help guide me through my retirement.

Unreal. Life changer

I have been using Boldin for about 4 years now. It helped to give me confidence to retire early at 55. I love the user interface and the depth of analyzation and customization.

This program is eye opening for someone like me who is just taking an interest in figuring out retirement. So thankfulfor the help.

After retiring I wanted more information and planning for possible ROTH conversions. I have had a vanguard advisory services for ten years and been pleased but everyone loves to feel more in control of their finances, Boldin has scratched that itch . Next hurdle is RMDs, bring it on.