Boldin vs MaxiFi

Boldin

boldin.com

Analyzed September 29, 2026

Worth it

Confidence: Medium

Buy if you are a serious DIY retirement planner willing to invest hours of data entry for deep scenario and tax modeling.

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MaxiFi

boldin.com

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Worth it Boldin Pending MaxiFi Independent comparison on Should I Use It

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Pick Boldin when

Serious DIY retirement planners
Pre-retirees modeling withdrawals and Roth conversions
FIRE community followers
Households consolidating all accounts in one plan

When Boldin is not a fit

Anyone wanting a 10-minute retirement estimate
People unwilling to grind through detailed data entry
Hands-off investors who want managed advice
Privacy-cautious users who won't link accounts

Sources

Is Boldin (formerly NewRetirement) worth $120/year?reddit.com
review
Boldin Review: Features, Pricing and Competitors (SmartAsset)smartasset.com
review
Boldin Review: An Online Retirement Calculator on Steroids (White Coat Investor)whitecoatinvestor.com
review
Boldin Pricing pageboldin.com
official
PlannerPlus Price Is Increasing July 14boldin.com
official
Boldin Security pageboldin.com
security
Anyone done the $2800 Full Review with a Boldin coach?reddit.com
review
Boldin 2026 Company Profile (PitchBook)pitchbook.com
news
NewRetirement Rebrands As Boldinwealthmanagement.com
news
Boldin Reviews: Real Customer Storiesboldin.com
official
FYI - free version is limited (r/Fire)reddit.com
review
Please be aware that some data such as account...reddit.com
review
Read Customer Service Reviews of boldin.com (Trustpilot)trustpilot.com
review
Nationwide Deploys NewRetirement case studyboldin.com
official