In the inception of NewRetirement, the driving force behind our mission was my mom. Struggling with retirement planning, she inspired the birth of NewRetirement – a platform dedicated to assisting people in navigating the complexities of retiring. However, as we evolved and expanded, our vision grew grander. Today, we are empowering numerous individuals to build financial confidence through our innovative DIY financial planning software, advisor tools, and strategic partnerships. Our ultimate objective is to instill financial boldness in everyone, allowing them to live life fearlessly.
Exciting news is on the horizon as we take a momentous leap forward in our journey – NewRetirement is now Boldin.
Why the rebranding?
- Empowering Financial Confidence: Presently, only 30% of Americans have a comprehensive financial plan, with many delaying detailed retirement planning until close to their intended retirement age. We know that early financial strategizing significantly increases success rates. Our mission goes beyond retirement planning – we aim to support individuals in all financial endeavors, from debt repayment to retirement dreams. The transition to Boldin is a strategic decision to communicate our versatile approach to financial empowerment.
Why Boldin?
- Inspiring Bold Decisions: Our quest for a new name was an introspective journey that delved into our identity and values as a company. Financial confidence is indispensable, but the courage it fuels is what truly drives us. Boldin encapsulates our vision for customers – enabling them to make daring life choices with financial prowess. Choosing Boldin was not just a name change but a manifestation of our commitment to boldness and innovation.
The Transformation Unfolds
- Rebranding: In the coming weeks, you will witness the evolution of our branding, marked by vibrant colors and fresh design elements. While honoring our roots with subtle nods to NewRetirement, Boldin embodies a creative and multifaceted vision for financial planning.
- Customer-Centric Approach: Despite expanding our reach, our loyal customers remain the cornerstone of our growth. Your invaluable feedback continues to shape our product, driving our team towards excellence.
Boldin’s Promise to Customers
- Enhanced Features: Building on our retirement planning capabilities, we are investing in innovative features and AI-driven tools to support individuals in various financial stages.
- New Offerings: From new account types to interactive visualization tools, our platform is evolving to cater to diverse financial needs. The introduction of the Financial Wellness Snapshot and upcoming features like the Withdrawals report signals our commitment to empowering our customers with personalized financial insights.
As we embark on this transformative journey to cultivate financial confidence and embolden individuals in their life choices, we are thrilled to have you alongside us.
Boldly yours,
Steve Chen & the entire Boldin team
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