How It Works How It Works We created Boldin because our own parents needed affordable retirement advice. Existing resources were too expensive, confusing and they only helped with investments. Now over 150,000 people have planned retirement using our easy, unbiased and comprehensive tools. Build a Plan Start by getting control In 5-10 minutes you can build your initial plan for free and discover opportunities to do better. Retirement ScoreIn 5-10 minutes you can build your initial plan for free and discover opportunities to do better. Retirement IncomeWe’ll forecast your retirement income vs. expenses – factoring in Social Security, any pension, part time work, RMDs (Required Minimum Distributions) and taxes. Find Opportunities Boldin looks across all of your finances to see if you have opportunities to do better across your resources including savings, investing, taxes, home equity, and human capital. What If ModelingTry out different ideas like relocating or taking a part-time job to see how big a difference it makes. CoachWe have coded up hundreds of financial best practices that we apply to your plan to find ways you could do better. Get on track for financial independence At some point most of us will stop working and need to rely on savings. We help you make smart choices so you can get and stay on track to be financially independent. Create a free account Voted best retirement planning tool by AAII, Forbes and many more. Sign Up
