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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

Boldin (formerly NewRetirement) has been a critical tool in navigating the preparation for and early years of retirement. They keep adding new improvements, including a very good AI interface that makes it easy to explore "what ifs".

I like comparing “what if” scenarios.

Awesome tool to track retirement progress and gives confidence in making important financial decisions. Nice to have many what-if scenarios to gauge whether plan is robust enough to handle market downturns and other possible life events. Highly recommended!

I like the software. The success rate and the algorithm is accurate. I had 4 advisors basically give me the same information. What I don't like is that when you do a detailed budget it gives you a number. But then it doesn't add in health insurance and and I'm not sure what other data. So though it's in the math it's not accounted displayed in the detailed budget giving you a false number. For me it was a difference of $2000. Obviously my mistake but I think the software should make you more aware or better yet show it in the detailed budget.

I have used Boldin for 3-4 years and trust it to guide me honestly and accurately into and through retirement. I don't follow it's projections to the dollar but use them as a general direction/amount. Although I had educated myself on retirement finances for 20+ years, Boldin was the final piece to give me confidence in my plan and act on it.

It is very comprehensive and easy to use.

Boldin allows me know where I am financially and to feel comfortable moving into my retirement.

Constant new features. Easy to use. Can accommodate complexity or simplicity. Appreciate leaving renewed accounts at legacy subscription rates.

I have used Boldin for several years and have appreciated the ongoing additions, improvements and technical capabilities of the software. I am within a year of retirement and have solid confidence in my retirement plan working for myself and my wife. I have also used the CFP review process and found it of great value. I will be doing the yearly checkups going forward.

I have been using it for around 3 years now. I am 4 years away from retirement. Before Boldin, I would have thought I was 8-10 years away. It has been that big of a change in my retirement education and tbought process. Knowledge is power. And I know I have the power to retire much earlier than I would have thought. So, I'm definitely a Boldin guy.

Improving consistently and lots of aids to ensure accuracy of plan

The best platform to project your financial life. Easy to use. The Bolding AI is a fantastic help, gives great advice and has a direct link to your portfolio

Bolding replaced my spreadsheets that I had fine-tuned over the course of several years and does so much more that I could ever hope to do by myself.
The community and free training sessions are fantastic (thanks, coach Nancy!) and the AI assistant is getting better all the time.
The most important thing is that I now have much improved confidence about my retirement journey.

Boldin is a good value. Good data and the best package for creating clear output to XL. Lets me create specific reports. However, many shortfalls cause me to use other software packages. Ready Aim Retire’s new version is very powerful and handles annuities elegantly-a major weakness of Boldin. Boldin also doesn’t allow assets to be convertible to cash. For example, I have a gold metal asset that I plan to sell for cash to fund Roth conversions. No can do in Boldin. I would have to call the gold an investment account. The lack of HELOC support is inexcusable. FYI I have subscriptions to Boldin, RAR and Income Lab

The constant improvement through new releases brings more capabilities resulting in new insights on your estate. The AI feature combined with detail queries really offers knowledge on how your strategy and processes communicate to bring vale.