From a simple idea to a bold initiative, NewRetirement was founded with one person in mind – a mother needing guidance on retirement. As NewRetirement grew, so did our aspirations. Today, we empower millions to build financial confidence using our innovative financial planning software, advisor tools, and partnerships. The mission remains the same: empowering everyone to make bold choices in life. The experiences of our current customers inspire us to reach a wider audience, with a vision to assist 100 million individuals in making impactful financial decisions through a user-friendly, powerful platform.
Excitement arises as we unveil the next chapter of our journey: NewRetirement is now Boldin.
What Prompts Our Rebranding
America sees only 30% with a comprehensive financial plan, most plunging into retirement preparations close to their anticipated retirement date. Boldin’s vision extends beyond retirement planning alone. Shedding the name NewRetirement broadens the company’s appeal, signaling our commitment to guiding individuals at every financial juncture – from debt repayment to retirement fantasies.
While renaming isn’t a decision we made hastily, it aligns with our expansion strategy, steering away from being pigeonholed.
Why Choose Boldin
Diving deep into our essence, we recognized that financial confidence sparks bold life decisions, fostering personal growth and goal attainment among our community. And when the name Boldin emerged, we knew it captured our essence. It symbolizes our belief in nurturing financial confidence to enable individuals to embrace life’s bold possibilities.
Embodying Boldin
The metamorphosis to Boldin encompasses a fresh brand identity – vibrant colors intertwined with familiar elements from NewRetirement branding. A new graphical element epitomizes the intricate, imaginative nature of financial planning, breathing new life into our brand.
Impacts on Our Customers
Our loyal customers seize the heart of our transformation, fueling our growth and product evolution. Our commitment remains unwavering – enhancing retirement planning tools while introducing novel features powered by AI to guide individuals across diverse financial stages. The Financial Wellness Snapshot, our latest feature, personalizes the financial journey by tailoring insights to unique financial metrics and preferences. Upcoming features like the Withdrawals report deepen retirement planning, reinforcing our dedication to empowering our customers.
Join us on the journey to financial confidence and embracing bold life choices.
Boldly yours,
- Steve Chen & the Boldin Team
