I use Boldin, formerly New Retirement. It's very inexpensive and very comprehensive. I hired one of their staff (approx $180) to walk me through my assumptions, which is very key. She was very thorough and helpful, and gave me the confidence to believe in the projections once it was all set up.
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I use Boldin, formerly New Retirement. It's very inexpensive and very comprehensive. I hired one of their staff (approx $180) to walk me through my assumptions, which is very key. She was very thorough and helpful, and gave me the confidence to believe in the projections once it was all set up.
Post: Recommendations for Retirement Planning Tools
Link to comment from August 2, 2025