Reviews of Boldin Financial Planning Software

A few years ago Linda got serious about retiring. She and her husband felt like they had saved enough, but wanted to understand what the risks to their plan might be.

Linda used NewRetirement, now Boldin’s What If Tool to simulate different strategies. And she ran worst case scenarios. She found opportunities and the confidence she needed to retire comfortably.

Now happily retired, Linda uses Boldin on a regular basis to update her account balances and maintain peace of mind around her plan.

“LOVE using this tool. When my husband and I were approaching retirement age, I used every online calculator I could find. [Boldin, formerly NewRetirement] is far and away my favorite.”

At 45, Tim is about 15-25 years from retirement. He started using
NewRetirement, now Boldin to track his overall financial health. He logs in to assess
his net worth regularly and confirm that he is saving adequately to retire
at 62.

However, he’d like to retire earlier, but with kids to put through college and
the lake house he’d like to buy, he is not sure it will be possible. He is
actively weighing options and running scenarios for retirement at 55.

“The support this product offers for financial decision
making is astounding. I feel so in control of my money and
options.”

After college, Kate moved to New York City and spent the next 15 years
nose down, switching jobs a couple times to climb the corporate ladder.
Always responsible, her savings were on track, but she was spending too
much on rent and living expenses to feel comfortable.

She started using NewRetirement, now Boldin to better track her various 401ks. But,
recently she used the tool to project what would happen if she moved
back to her childhood home and

“I hadn’t really considered getting out of the rat race at just
38. But, [Boldin, formerly NewRetirement] helped me visualize a simpler life.
And, I actually think my long term financial prospects are
better than ever.”

After two long careers in public service, Curt and his wife decided it was time to start thinking about retirement. Curt was already literate in
financial planning strategies, but found Boldin to be the best way
to simulate his future and learn about retirement strategies personalized
for his financial picture. After building his plan, Curt realized it would be a good idea to purchase Long Term Care Insurance to protect his family in the event of expensive care later in life.

More recently, when the market experienced volatility and Curt’s portfolio took a big hit. He used NewRetirement, now Boldin to identify areas of his plan that could be made more efficient to extend his income and increase his
legacy. With Boldin, Curt has confidence that he and his wife can
continue to meet their financial goals.

“This isn’t rocket science. If a forester and a school teacher
can rock retirement on public service salaries…anyone can.”

Emmitt was preparing to retire after a long career as a civil engineer.
Emmitt had spent time simulating his retirement plan with products from
Fidelity and Vanguard, but still didn’t feel like he had a clear picture of how
much he needed to create the retirement he wanted. After his sister-inlaw
was swindled by a financial advisor, Emmitt was wary of leaving his
planning decision up to anyone beside himself.

After creating his initial retirement plan with NewRetirement, now Boldin, Emmitt ran
several What-If scenarios to determine how his financial security would be
impacted under a number of different conditions. As it turned out,
Emmitt’s plan was sustainable even with inflation, varying rates of return
and a pessimistic market projection. Now Emmitt uses NewRetirement’s
Key Dates tool to ensure that he’s always on time with his planning
strategies, and sleeps better at night knowing he’s making the right
decisions for himself and his family.

“[Boldin, formerly NewRetirement] is a powerful yet easy to use tool. I discovered [Boldin, formerly NewRetirement] as my wife and I started the retirement phase of our life. Using NewRetirement, we were able to gain a clearer understanding of our financial
situation. I recommend [Boldin, formerly NewRetirement] to individuals who are inclined to manage their own finances and/or use this
tool to back-check information their financial advisors give them.”