Test every scenario.
Cover every detail. Your retirement plan is under control with Boldin.

Explore scenarios, optimize strategies, and feel confident knowing your retirement plan is precise and under control.

What our customers are saying

Most comprehensive and usable calculator on the market. No one else is close.

Kurt H

An excellent site and gives a lot of information. Much better than our financial advisor!

Edward P

Great program with awesome financial planning features at a reasonable cost.

David M

I tell every friend I have about Boldin. It is literally life changing.

Jason K

Boldin combines financial clarity, powerful tools, and real human insight.

Personalized dashboard

A clear, all-in-one view of your retirement readiness. Instantly understand where you stand and what actions can improve your future.

 

See where you stand

Get your personalized forecast for the future, along with insights and digital coach alerts to help you take action. Your forecast gets more accurate as you continue to share info.

 

Explore how to do better

Try out different what if scenarios to see what has the biggest impact on your future. We’ll show you opportunities and optimizations, as well as things to keep an eye on.

 

How Boldin helps you build the ideal retirement plan

Unique for your life

Boldin looks at all aspects of an indeal retirement plan, and helps you organize all the important details.

Custom suggestions

Boldin gives you recommendations to improve your plan. See what you've missed and how you can improve. 

Modelling & Explorers

Use our powerful Explorers for Roth, Monte Carlo and more. See how decisions today could impact your future.

Help when you need

We have best-in-class help to guide you through the process. Looking for more? Book a session with one of our Coaches for 1-1 help.

Your journey to the ideal retirement starts today.

How is Boldin different from a simple retirement calculator?Boldin is a full-fledged financial planning platform. It offers a comprehensive, multi‑factor retirement planner that incorporates your income, expenses, taxes, real estate, home equity, Social Security, and more across optimistic, average, and pessimistic forecasts.
How much does Boldin cost?It's FREE to get started with Boldin. Once you're set up and ready to optimize, begin a 14-day Free Trial of PlannerPlus to utilize the full power of our planner.
Can I really model different retirement scenarios?Yes! Boldin supports up to 10 scenarios simultaneously. You can forecast using three assumptions sets (optimistic, average, and pessimistic) and compare them side‑by‑side to evaluate potential outcomes
What's the minimum amount of assets needed to use Boldin?There are no minimums to use Boldin - it's designed for every income & asset level.
Who is Boldin for?Boldin is for anyone looking to take retirement planning into their own hands. It's ideal for both DIY investors and people planning retirement who want deeper insight than simple calculators without paying thousands for an advisor.
What if I need help?Boldin offers a number of self-serve help resources to get you started. Once everything is entered, book a session with one of our Coaches to see how you can improve.