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New to Boldin
Introduction to the Planner, along with resources for getting started
View a Walkthrough of a Financial Plan
Learn More About Our Features
How Do I Change the Name or Email on my account?
How Do I Reset my Password?
How Do I add Two-Factor Authentication to my Account?
How Can I Update My Credit Card Info?
Boldin Data Download
How do I Submit Feedback?
How do I Submit Bugs and Feature Requests?
How do I Cancel my Membership?
Video: How do I Download or Print My Plan?
Changing marital status in My Plan
Longevity Age
How do I delete a scenario?