Boldin, the financial confidence company, today announced the launch of its AI Planner Assistant. Users can ask Boldin’s AI any financial planning question and get personalized answers based on their own fully modeled, end-to-end financial plan. AI Planner Assistant is availab...

Boldin, the financial confidence company, announced the results of its survey about end-of-year planning. The company polled more than 1,000 financially savvy Americans – all of whom manage their own financial plan using Boldin – to find out why they engage in year-end financi...