Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs The Complete Retirement Planner
The Complete Retirement Planner
5.8#24 in retirement planning software$89.99 one-timemacOSWindows
VisitWhat both publish
| Fact | Boldin | The Complete Retirement Planner |
|---|---|---|
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | The planner creates individualized year-by-year financial forecasts for pre- and post-retirement planning. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
The Complete Retirement Planner plans
- The Complete Retirement Planner - 2026$89.99, paid once
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 The Complete Retirement Planner if…
It suits people who want detailed year-by-year retirement forecasts covering income, savings, taxes, Social Security, and healthcare. It requires a compatible desktop version of Microsoft Excel, so it is not suited to users relying on the listed unsupported spreadsheet options or devices.