Boldin since It Purchased NR
I have been looking for a retirement planner tool and a YouTube channel exposed me to NR, which is now Boldin. Has the product and or support improved, and are features improving? Is there a roadmap? Is there training? I'd like to move forward and invest time on this tool. But I'd like your thoughts. The tools I use now is from Fidelity and from Charles Schwab. I like fidelity more than Schwab. But they changed it. I need to have a tool that doesn't change its tool as badly as Fidelity did. Just looking for feedback. Is this tool better than Quicken? I was going down that path until I watched the YouTube video, thoughts?