Boldin Opiniões 

Boldin is both comprehensive and very easy and intuitive to use. The ability to easily stress test my retirement plan, using the Scenario Creator provided the insight I needed to gain confidence in my plan.

They are quickly heading to a 5-star status. The updates/upgrades keep coming.

I have fiddled with Boldin (New Retirement) for many years and used most, if not all, of the available newly implemented functions.
At first I was just testing and hesitant, but over time I grew more confident and trusting through verification.
Now that I've built a feeling of understanding and security it's my "go-to" software for looking at our present situation and planning for the future outcomes based on about anything I want to challenge it with.

Boldin gives me peace of mind about my finances. I have tax and financial professionals to help me as well, but using Boldin to understand my situation and run various scenarios before I talk to them helps me better prepare for the those discussions and validate the outcome of any changes they may recommend.

Love Boldin! Most comprehensive consumer facing product. They continually add features and update the software.

Boldin is an excellent tool for retirement planning. Major strengths include ease of use, included artificial intelligence using your plan to answer questions and help with changes, and a new investments section that gives you insights into your portfolio. The Boldin team continues to grow and improve the tool over time. I recommend Boldin for the average DIY retirement planner, or as a supplement for those using paid financial planners.

I have seen a continual pattern of improvements and updates to Boldin over the last year. Every time I sign in there are new suggestions, with easy to follow instructions, that improves the accuracy of my plan. The program continually helps to create an improved plan that lowers future tax costs (i.e. suggesting well planned Roth conversions) and increased future net worths.

I am so pleased with this subscription! It has helped me be organized and truly understand how my retirement is shaping up. I have learned so much by being able to run different scenarios and see what the impacts are. Also they keep rolling out new features that continue to add value and power to the tool.

Comprehensive retirement planning tool with great features and charts. It's like google maps for your finances.

The software is very intuitive to use. The AI is very helpful. I like not having to constantly change passwords.

I have had excellent interactions with support, Boldin AI and the Boldin Facebook group. The modeling has been improving at a steady pace. I have been able to analyze a number of potential risks, though some have been roundabout.

The tools, the information, and the ease of navigating. I feel more confident about my future because of the information it gives me. Very happy.

Outstanding product. My primary tool for retirement planning, Not my only tool, but my primary one.

Great tool and easy to sum up a complex process. The AI is very helpful, along with the tons of folks who give tips and tricks on YouTube.

I have a routine of updating the plan the 1st of every month so I keep clarity on the situation now that we have retired.

Works great.Easy to use. Love all the features Love the AI resource. Give me accurate projections and piece of mind in my planning

Love this program, it’s helping us really get granular with understanding what options we have available in retirement. Really like it AI assistance and new investment features.

Ease of use.. Ability to model different scenarios. What if analysis.

It's an excellent product. I'm maintaining my retirement plan with it. The weaknesses I've found are: (1) Lack of support for rental properties depreciation loss that goes against the taxable income calculation but NOT against net income. This is a critical item for those of us with investment properties. (2) The chances of success calculation favors rental income over portfolio return. For example, a scenario with rental income has a much higher rate of success for a specific asset value than an investment instrument with the same asset value. Selling my rental real estate and investing the proceeds in ETFs should not reduce my chances of success, but it does.

Retirement planning is a complex and very multifaceted task. It it also a constantly moving entity. For these reasons, any worthwhile planning tool must also be complex. Boldin is not totally user-simple by any means, but I do like it to keep an eye on my retirement financial outlook and do believe that it is more user-friendly than a lot of other software options.

Boldin is fantastic, I would caution use of the AI help. It, like most AI, is inaccurate. I found the AI to be giving information that contradicted basic planning features of the tool. It would be helpful if some info doesn't get globally applied to different scenarios. Ie having a retirement age set to 70 and then comparing to 67, the income flow continues to 70. Or comparing a plan with an inherent house vs not. House is either in both or none