New Features, Enhancements and Beta Testing Program
This collection highlights features and feature enhancements as they are released
By Nancy and 1 other2 authors34 articles
- New Feature: View Full Plan — How It Works
- Feature Enhancement: Social Security Estimator
- New Feature: Spending Guardrails Insight
- New Feature: Sankey Cashflow Chart
- New Feature: My Financial Journey Chart
- Feature Enhancement: Right-Hand Panel
- New Feature: Market Risk Explorer
- New Feature: Estimated Spending (Beta)
- FAQ on Monte Carlo Updates
- Feature Enhancement: new overview page
- Feature Enhancement: scenario summary of changes
- Feature Enhancement: Convert to your own Roth
- New Feature: Debt Payoff Explorer
- New Feature: Required Distribution Report
- New Feature: Custom withdrawal order
- Feature Enhancement: change the percentage of excess income saved
- New Feature: Inherited IRA
- New Feature: Financial Wellness Metrics
- New Feature: Retirement Withdrawals Insights
- New Feature: Today's/Future Dollars Toggle
- New Feature: Model a Social Security Reduction
- New Feature: Ask Boldin AI
- Feature Enhancement: Insights > Net Worth
- New Feature: Plan Accuracy
- Event Based Planning
- How to Reset Your Boldin Plan
- Retirement Goal (Profile Section)
- Risk Profile: How to Assess Your Investment Risk Tolerance for Retirement