CM
Posted
Been retired for 4 years
Been retired for 4 years. Was making my own spread sheets and using financial planners to analyze my plan. Even though most of my data was spot on, the mods were time consuming and excel can only do so much. Once I started using Boldin everything was in my hands to do quick analysis and projections. Helped me see the whole picture. Of course, you still have to have good data and do some calcs on your own but Boldin carries the brunt of the work and I still use it on a regular basis to run scenarios and update my plan (ie, new roof in our Boldin model moved up to 2025 and new car in 2028 moved to 2030).
Response from Boldin· Oct 21, 2026
Thanks so much for the support! Reviews like yours keep our team motivated to keep making Boldin better.