Boldin

Learn More About Boldin's Unique Features

Learn how Boldin helps you gain clarity on your financial life

See Where You Stand with Boldin

Learn how to use Boldin to its greatest potential to achieve financial wellness

Boldin: What It Is, How You Use It, How It Helps You

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

Changing marital status

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?

Quick fixes for the ten most common mistakes Boldin coaches find when reviewing retirement plans.

10 Common Boldin Planner Mistakes and How to Fix Them

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

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 available with Boldin's 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?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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

{appName} in 60 seconds

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.

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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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