Description
Boldin is a comprehensive DIY retirement and financial planning software designed to help individuals plan their financial future with confidence. Unlike traditional retirement calculators, Boldin provides tools to build custom plans and run what-if scenarios, allowing users to explore various financial outcomes. The software covers a wide range of financial aspects, including taxes, Social Security, real estate, healthcare costs, and long-term care.
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Boldin's AI-powered retirement planning assistant offers personalized guidance by answering questions based on users' actual plans. This feature enables users to make informed decisions about their financial future. The software also includes state modeling, itemized deductions, and the ability to factor in work, Social Security, annuities, pensions, and future purchases and sales.
Boldin offers a freemium pricing model, with a free tier providing access to core retirement planning tools. For more advanced features, users can opt for the PlannerPlus premium plan at USD 144, which includes unlimited scenarios and complete financial planning features. Additionally, Boldin offers a flat-fee personal financial advisory option at USD 3200, providing collaboration with a CERTIFIED FINANCIAL PLANNER™ professional.
The software is designed for individuals who want to take control of their financial planning, offering self-guided learning, chat support, and access to financial professionals for deeper guidance. Boldin's tools are suitable for household planning, allowing users to model retirement for themselves and their partners.
Boldin emphasizes security and privacy, ensuring users can plan with peace of mind. The platform is ideal for those seeking to optimize their retirement savings and income with personalized strategies, providing a clearer picture of what lies ahead.
- CategoryPersonal Finance Assistants
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
Boldin Retirement Planning Software's Core Features
DIY retirement planning tools
Custom plan building
What-if scenario analysis
AI-powered retirement assistant
Comprehensive financial coverage
State modeling and deductions
Household planning support
Freemium pricing model
How to use Boldin Retirement Planning Software?
Get organized: Gather financial information
Build forecasts: Create financial projections
Run what-if scenarios: Explore different outcomes
Make decisions: Use insights to plan confidently
Boldin Retirement Planning Software's Use Cases
- Retirement Planning
- Financial Forecasting
- What-if Analysis
- Household Planning
- Tax Optimization
