Boldin Reports that Over 88,000 Households With $247 Billion in Assets Are Now Planning Their Own Retirements

Retirement planning platform Boldin today announced that more than 88,000 households representing over $247 billion in self-reported assets are using the platform to build and manage their own ...
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Inspira Financial Teams Up With Boldin, the Financial Planning Platform, to Empower Accountholders to Confidently Plan for Their Future

Easy-to-use, self-directed tools and resources will enable Inspira accountholders to create and manage their own financial plan OAK BROOK, IL / ACCESSWIRE / October 15, 2024 / Inspira Financial, a ...
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Boldin and Rocket Money top 2026 personal finance reviews

2026 evaluations spotlight Boldin for its robust retirement and scenario planning tools, and Rocket Money for its intuitive interface and comprehensive account oversight. Boldin’s offerings range from ...

7 Money Apps to Keep Your Retirement Planning on Track

ProjectionLab is another web app that offers comprehensive retirement planning features. Its premium plan includes tax ...
Santa Rosa Press Democrat

Helping investors grow their financial confidence: CEO Spotlight on Steve Chen

Financial planning doesn’t have to be scary or complex. That is the belief of those who work at Boldin, a financial services company in Mill Valley founded by Steve Chen. “Most financial services are ...