Boldin

This article describes our Social Security Estimator

Feature Enhancement: Social Security Estimator

Learn more about your safe spending target

New Feature: Spending Guardrails Insight

The Sankey Cashflow Chart provides a visual map of how money moves through your financial plan.

New Feature: Sankey Cashflow Chart

This article describes Boldin's My Plan Summary chart

New Feature: My Financial Journey Chart

This article describes the updates to the key metrics, insights and charts in Boldin

Feature Enhancement: Right-Hand Panel

This article describes the Market Risk Explorer.

New Feature: Market Risk Explorer

This article describes our new Estimated Spending feature

New Feature: Estimated Spending (Beta)

This article describes the key updates to our Monte Carlo simulation on July 2, 2025.

FAQ on Monte Carlo Updates

Feature Enhancement: new overview page

Feature Enhancement: scenario summary of changes

Feature Enhancement: Convert to your own Roth

This article describes the Debt Payoff Explorer.

New Feature: Debt Payoff Explorer

This article describes the Custom withdrawal order feature

New Feature: Custom withdrawal order

Feature Enhancement: change the percentage of excess income saved

This article describes the Inherited IRA feature, beneficiary types, and distribution rules

New Feature: Inherited IRA

This article describes the Required Distributions Report

New Feature: Required Distribution Report

This article describes the computation for each metric

New Feature: Financial Wellness Metrics

This article describes how the report provides insights into your retirement withdrawals and how they are used to fund your retirement expenses.

New Feature: Retirement Withdrawals Insights

This article describes the functionality of Planner in representing today's and future values.

New Feature: Today's/Future Dollars Toggle

This article describes how to model a potential Social Security benefit reduction in your plan.

New Feature: Model a Social Security Reduction

Learn how to use Boldin AI, what it can help with, and what to expect

New Feature: Ask Boldin AI

This article describes the updates to our Net Worth Insight

Feature Enhancement: Insights > Net Worth

This article describes our Plan Accuracy feature

New Feature: Plan Accuracy

Event Based Planning

You can now reset your Boldin plan directly within the Planner.

How to Reset Your Boldin Plan

This article describes how to use the Retirement Goal section in your profile and why it matters for your retirement plan.

Retirement Goal (Profile Section)

This article describes Boldin's Risk Tolerance Survey

Risk Profile: How to Assess Your Investment Risk Tolerance for Retirement

This article describes Boldin's View Full Plan page that is currently in Beta.

View Full Plan (Beta) — How It Works

Nancy Gates

Michael Pappis

This collection highlights features and feature enhancements as they are released

New Features, Enhancements and Beta Testing Program

This article describes how to opt in to Boldin's beta program

How do I opt in to Boldin's beta program?

Learn more about new features and feature enhancements and provide feedback to the Boldin team

Beta Program

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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