Boldin

Learn More About Boldin's Unique Features

Nancy Gates

Michael Pappis

Introduction to the Planner, along with resources for getting started

New to Boldin

How do I change the user ID/ email or password on my account?

This article explains how to reset the password for your account

How do I reset my password?

This article describes how to add 2FA to your Boldin Account

How do I add two-factor authentication?

This article shows where to update payment method.

How do I update my credit card?

Are You Wondering How to Submit Bugs to the NewRetirement Team?

How do I submit feedback, feature requests and bugs?

How do I cancel and manage my membership?

This video provides and overview of the download and print features of the Boldin financial planning platform.

Video: How do I download or print my Plan?

This article describes the options for marital status in My Plan

Changing marital status in My Plan

How do I set my longevity and retirement age?

This article describes how PlannerPlus subscriptions will be subject to sales tax.

Update: Sales Tax on PlannerPlus Subscriptions

What should I know about Boldin's free trial period and available support?

Your Account

This article describes a variety of ways to access any support you need in creating your plan

Get Help From the Boldin Services Team

This article describes Boldin's coach offering

What Should I Expect in A Boldin Coaching Session?

This article describes the important documents and resources you'll want to have on hand to create an accurate plan.

Items to have on hand as you create your Plan

Top 10 User Errors

This article discusses common legacy gaols and how to model them in the Boldin Planner

Align Your Boldin Plan with Your Estate Goals

This article discusses four common planning methods

Financial Planning Methods

Updates: How to Keep Your Plan Up to Date

Sample Plan Report and Data Download

How can I access and manage my Boldin coaching session recordings?

How can I access advice about Roth conversions and tax strategies in retirement through Boldin?

Guidance on Creating Your Plan

Get Started Series 1: Tour of The Boldin Planner

Get Started Series 2: Boldin's Assumptions

Get Started Series 3: Boldin's Forecast and Assumptions Toggles

Get Started Series 4: Accounts and Assets

Get Started Series 5: Home and Real Estate

Get Started Series 6: Income Planning

Get Started Series 7: General Recurring Expenses

Medical, Medicare and Long-Term Care Expenses

Get Started Series 8: Healthcare Expenses

Get Started Series 9: Money Flows

Get Started Series

Important dates you'll want to be aware of when creating your plan.

Milestone dates

This article contains a list of books on financial planning, investing, personal finance, and retirement.

Recommended Books on Personal Finance, Investing, and Retirement Planning

This article includes a list of personal finance related podcasts and more to enhance your learning.

Resources: Podcasts, Blogs, and More

This glossary defines the terms commonly used in My Plan and additional common financial literacy terms.

Boldin glossary of terms

2026 Tax Rates

2026 IRMAA Income Limits and Surcharges

2026 Contribution Limits

2026 Trust, Estate, Gift and Generation Skipping Transfer Tax Rates

2025 Tax Brackets

2025 Contribution Limits

2025 IRMAA Income Limits and Surcharges

2025 Trust, Estate, Gift and Generation Skipping Transfer Tax Rates

Checklists and Resources

This article describes the definable retirement date feature

Retirement Age

This article describes common scenarios that Planner members can model.

5 Scenarios You Can Model With Planner

This article describes way to visualize updates as you make changes to your plan.

3 Ways to Monitor Change in Your Plan

This article outlines features availble with PlannerPlus membership.

10 Reasons to upgrade to PlannerPlus

This article describes common scenarios that PlannerPlus members can model.

8 Scenarios You Can Model With PlannerPlus

What Can You do with PlannerPlus?

Home

Dashboard

My Plan

Contact

Policies

Back to Planner

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