Boldin Reviews 

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

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.