Boldin, a San Francisco-based financial planning platform, has launched its AI Planner Assistant, enabling users to ask financial planning questions and receive personalised answers based on their complete financial plans. The feature is available in beta to all Boldin subscribers. During beta testing, over 15,000 users submitted more than 190,000 questions, demonstrating strong early engagement. The company's product team is continuously enhancing the assistant's conversational clarity, financial accuracy and implementing multi-agent validation systems to review responses before delivery. Boldin's platform helps consumers build and manage comprehensive financial plans through scenario-based planning tools and educational resources, positioning itself as a technology-enabled do-it-yourself alternative to traditional financial planning services.

Market volatility has investors nervous about their 401(k) retirement accounts. If social media comments are accurate, many have reduced their payday contributions to lower risk. As Daniel Milan, managing partner at Cornerstone Financial, told Kiplinger "It’s the first time in a while" that his clients are asking “if I reduced it or made a change, how would it affect my long-term financial road map?" Advertisement: High Yield Savings Offers Powered by Money.com - Yahoo may earn commission from the links above. However, Kiplinger reports that lowering your 401(k) retirement contribution is a major mistake that could end up costing you millions in your senior years. And Kiplinger offers several reasons why you should stay the course and keep growing that lifetime nest egg. Don't Miss: At the top of the list: reducing your contribution will limit your lifetime earnings potential