As recommended by Devin Carroll

Take Financial Wellness Into Your Own Hands

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Go beyond your savings and investments

Sure, savings are important but so are taxes, income, where you live, debt, how you spend money and more.

money icon Taxes:

State modeling, itemized deductions, brackets

money bag icon Income:

Work, Social Security, annuities, pensions

map icon Real Estate:

Future purchases and sales

money bomb icon Debt:

Student loans, mortgages, credit cards

mountains icon Goals:

What matters most to you

money lock icon Budget:

Recurring and one-time purchases

Doctor bag icon Medical:

Medicare and long-term care

puzzle pieces icon …and dozens of other factors too

Get as much or as little help as you need

The tools are self directed and easy to use. Take classes to learn about planning. Need reassurance? Talk to a coach or get the expertise of an advisor.

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Unlock powerful features

  • Calculate the what-ifs

    Run any scenario that’s meaningful to you.

  • Real Time Monitoring

    Know where you stand and what you need to do no matter the economic conditions.

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  • Coaching, Classes, and Community

    You aren’t alone. Classes, groups, and 1:1 coaching sessions provide support.

  • Visualizations and Insights

    From cash flow to Monte Carlo analysis, get insights you usually need to pay $1000s for.

  • Personalized Recommendations

    Artificial intelligence alerts you to errors and opportunities in your plan.

  • 360° Financial Planning

    With every input, we run thousands of calculations to return reliable results.

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Planning is for everyone

Affordable. Understandable. Available.

Financial advice can cost a lot and it isn’t always clear if the recommendations are right for you. Our mission is to harness technology to make high quality and unbiased guidance available, affordable, and understandable to everyone.

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“I can model my potential future scenarios and I don’t have to rely on someone else to do it for me because the software is locked behind a provider. I feel more in control of my decisions and I feel I am given the knowledge directly rather than having to get through a gatekeeper.” —Rebecca
“It seems the equivalent of the sessions I have had with financial planners in the past, BUT, I get to keep and update the plan myself instead of just referring back to a static printed report that quickly ages.” —Mark
“It’s super comprehensive and easy to use. It’s the first time I’ve actually been able to look at my forecast holistically and independently. I really do appreciate having a powerful tool to use at my fingertips.” —Lisa
“I found the Boldin Retirement Planner to be very impressive. It offers much more granular detail and control for 401K, deferred pension, social security for husband and wife, etc. Other calculators/planners aren’t as flexible to address some situations.” —Michelle

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Disclaimer: The content, calculators, and tools on Boldin.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, Boldin provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. Boldin Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. Boldin strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product's site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.