Boldin
A DIY planner for testing retirement scenarios beyond investments.
Boldin is a web-based retirement and personal financial planning tool for building a long-range plan, changing assumptions, and comparing possible outcomes. It models areas such as taxes, Social Security, real estate, debt, healthcare, long-term care, income sources, and goals, with optional coaching or advisor support for users who want help interpreting their plan.
Why it stands out
- Models retirement as a full household financial plan rather than just an investment balance projection.
- Includes U.S.-specific planning areas such as state taxes, Social Security, Medicare, and Roth conversion analysis.
- Combines self-serve planning software with education, coaching, and CFP-style advisory options.
- The AI assistant answers questions using the user’s own plan data instead of only giving generic retirement explanations.
- Supports detailed scenario comparison for tradeoffs like home sales, debt, healthcare costs, and income timing.
Good to know
- Projections are educational estimates and are not presented as individualized investment advice.
- Results depend heavily on the accuracy of the user’s inputs and assumptions.
- The planning model appears centered on U.S. retirement systems such as Social Security, Medicare, and state taxes.
- Human coaching or advisor support is a separate service path from the DIY planner.
Photos
Pre-retirees and financially engaged households can model retirement timing, income, taxes, and healthcare before making major decisions. Compare early retirement, delayed retirement, Roth conversion, or downsizing scenarios. Estimate how pensions, annuities, Social Security, and work income may combine over time. Track whether a plan is still on course as balances, spending, or assumptions change. Use classes, community groups, or coaching to better understand retirement planning tradeoffs.
Custom retirement and financial plans; plain-language Boldin AI assistant tied to the user’s numbers; what-if scenario modeling; cash-flow and Monte Carlo-style visualizations; tax, Social Security, real estate, debt, healthcare, and long-term-care inputs; real-time monitoring; plan alerts and personalized recommendations; free calculators for retirement, annuities, and Roth conversions; optional coaching, classes, community, and advisor access.
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