How AI describes Boldin Advisors

Boldin offers DIY retirement and financial planning software (the Boldin Planner) with an AI planning assistant to run what-if scenarios using your actual data. It uses a panoramic approach beyond traditional retirement calculators, modeling taxes, Social Security, real estate, healthcare costs, long-term care, debt, and more, with real-time monitoring and visual insights. The platform provides coaching, classes, community, and CFP®-level guidance from Boldin Advisors, plus specialized calculators and resources.