Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs MaxiFi
What both publish
| Fact | Boldin | MaxiFi |
|---|---|---|
| Company legal name | Boldin’s terms and privacy policy identify the owner as NewRetirement, Inc. doing business as Boldin. | The maker is Economic Security Planning, Inc. |
| Headquarters | Mill Valley, California, United States | Providence, Rhode Island, United States |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | MaxiFi creates a lifetime financial plan and calculates sustainable annual spending based on income, assets, taxes, Social Security, and other inputs. |
| Rating on Trustpilot | 3.5 out of 5 from 6 reviews | No accessible MaxiFi review data was found, so no rating or review count is available. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
MaxiFi plans
- 14-Day TrialFree
- Unlocked$149 a year
Pick Boldin if…
Boldin suits individuals who want to plan household finances across income, taxes, benefits and other listed areas. It may also suit users who want to explore scenarios, provided they account for linked-account modeling limits.
Pick MaxiFi if…
It suits people weighing financial choices across career, housing, and retirement stages. It may be useful to those who want to compare scenarios and project taxes, benefits, and spending.