You've entered your data. Now let's talk about what Boldin is actually showing you—because these numbers aren't just metrics. They're a snapshot of your financial life. Learn to read them, and you'll always know where you stand.

And when you have a question about any of it, ask Boldin AI. It has access to your plan data and a deep knowledge of financial planning—so you can ask anything. Why is my chance of success dropping? What would happen if I delayed Social Security two years? How do I interpret my tax location? Boldin AI turns your numbers into answers, right when you need them.

Start with your retirement chance of success. This tells you how confident you can be that your plan will fund your goals all the way through your lifetime. Boldin runs thousands of market scenarios to arrive at this number. We consider 80% or higher strong—but if you're not there yet, don't panic. That's not a verdict. It's a signal. It tells you where to focus, and how much flexibility you may need to build into your plan.

See your safe spending target. This is how much you can sustainably spend each year in retirement without running your plan dry. It's personalized to your data—your assets, your income sources, your timeline. Think of it as your green light number.

Track your net worth. It's what you own minus what you owe—every account, every asset, every debt, all in one place. This is your foundation. Watch it grow, and you'll feel the momentum of a plan that's working.

Understand your tax allocation—how your assets are distributed across taxable, tax-deferred, and tax-free accounts. Where your money lives determines how much of it you actually keep. A well-located portfolio gives you flexibility to manage your tax bill in retirement, and Boldin makes that visible so you can act on it.

See your lifetime taxes—the total you're projected to pay across your lifetime. It's a motivating number. Reducing it through Roth conversions, strategic withdrawals, and smart timing is one of the highest-impact moves you can make.

Track your tax rate and compare it to what you're projected to pay in retirement. That comparison is the starting point for real tax planning.

And watch your savings rate—the percentage of your income you're setting aside. It's one of the strongest predictors of retirement readiness, and one of the levers most within your control.

These numbers work together. They tell a story about where your plan is strong, where it has room to grow, and what to focus on next. Come back to them often. Update your data as your life changes. Your plan is a living document—and the habit of checking in is what makes it powerful.