Boldin Opiniões 

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.

Love the software. I have been using it for 3-years. It made the difference for me in deciding I would be OK to retire sooner than I thought. I intend to maintain my subscription until end of plan, so long as the price does not go up to high.

I have repeatedly said to my adult children and siblings that I wish this application had been around and was affordable 30 years ago. It is a great planning tool, and is very useful and usable by the DIY’r.

It’s a great, comprehensive package that addresses the majority of my retirement planning needs.

I use it weekly. It has kept me informed as to the state of my financial retirement. I would and do recommend it highly

Have been with them since early on and they just keep making the tool better and better.

Excellent tool I wish I was able to include NUA (in my case is a significant amount).

I have used Boldin for 2 1/2 years and have been very satisfied with is ability to model my journey to retirement and the impact of various (planned and unplanned) events. The model is equivalent to e-money used by many financial planners but is a fraction of the cost and you are in complete control of the model, not your financial planner. The most valuable insight is the Monte Carlo tool which will project probability of success versus the goals set up by the user. You also have access to an on line live classroom / office hour session and pre-recorded tutorials.

The number crunching is in good shape, if the reporting could be improved, then the product will be on a great trajectory.

I love this app. Super easy and intuitive. love the AI feature. However I have not yet retired - so there is a lot of trust that it is advising me correctly! ;)