You're giving the gift of financial confidence.

$168 for a full year of PlannerPlus. We email your gift on the date you pick.

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Boldin helps people see their whole financial picture, make smarter decisions, and look forward to what's next. Your gift gives someone you care about the tools and clarity to plan with confidence.

A year of PlannerPlus includes

  • Unlimited Boldin AIAsk anything about their plan and get answers built on their own numbers.
  • Account connectionsLink bank, investment, and retirement accounts so the plan stays current.
  • Daily investment monitoring and insightsPortfolio changes tracked every day, with insights on what matters.
  • Roth conversion explorerFind the conversion strategy that could lower lifetime taxes.
  • The Vault, with bank-level securityKeep wills, statements, and key documents in one protected place.
  • State and federal tax projectionsSee taxes year by year, from today through retirement.
  • Monte Carlo analysisStress-test the plan against thousands of market scenarios.
  • Side-by-side scenario comparisonCompare retiring early, moving, or downsizing before deciding.