The Boldin Planner gave me the confidence to retire three years early.
Optimize your retirement savings and income with personalized strategies for a clearer picture of what’s ahead.
DIY Retirement and Financial Planning Software
Run any “what-if” with Boldin AI — ask questions in plain language, get answers powered by your numbers.
Go beyond savings and investments with our panoramic approach
Boldin goes further than a retirement calculator. Rated among the best retirement planning software, it factors in taxes, Social Security, real estate, healthcare costs, long-term care, and more. The Boldin AI retirement planning assistant answers questions based on your actual plan.
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Taxes
State modeling, itemized deductions, brackets
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Income
Work, Social Security, annuities, pensions
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Real Estate
Future purchases and sales
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Debt
Student loans, mortgages, credit cards
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Goals
What matters most to you
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Budget
Recurring and one-time purchases
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Medical
Medicare and long-term care
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. . . and much more
Unlock powerful features
Calculate the what-ifs for any scenario that’s meaningful to you.
Monitor your finances in real time, so you always know where you stand and what you need to do.
Get personalized support with classes, groups, and 1:1 coaching sessions.
From cash flow to Monte Carlo analyses, get premium insights without the price tag.
Get notified about opportunities and errors in your plan, so you can take action.
Be confident in the data. To ensure reliability, our projections are backed by thousands of calculations.
The Boldin Planner has been featured in
Get as much or as little help as you need
Boldin’s retirement and financial planning tools put you in the driver’s seat, but you’re never on your own. Join classes to level up your skills. If you want more guidance, our coaches and advisors are here to help.
Wherever you are on your journey, we’re here to help you grow
This tool is great. It helps me make trade-off decisions and prioritize what really matters.
With tailored guidance, make real progress toward the future you want.
Boldin’s financial planning tools help me feel on track and in control of my money.
Get an early start on your goals with visualization tools to help balance priorities and see your path forward.
