NewRetirement Is Now Boldin! | Boldin

After we began NewRetirement, we had one individual in thoughts — my mother. She wanted assist determining tips on how to retire and NewRetirement was born. Over time our objectives have gotten bolder as we’ve gotten larger. Now, we’re serving to tens of millions construct monetary confidence via our DIY monetary planning software program, advisor instruments, and enterprise partnerships. Our objective is to assist everybody change into extra financially assured in order that they are often daring in life. We all know our present clients recognize our work, and we consider that we may also help 100 million extra folks make assured, impactful choices about their cash via an easy-to-use and highly effective platform that works for anybody.  

We’re excited to announce the subsequent massive step in our journey: NewRetirement is now Boldin. 

Why we’re rebranding now

We’re a monetary planning platform that offers anybody the power to construct monetary confidence. Immediately, solely 30% of Individuals have a long-term monetary plan and lots of don’t begin in-depth retirement planning till a couple of years earlier than their deliberate retirement date. However we all know that the sooner folks get began, the extra doubtless they’re to succeed. 

Whereas retirement planning isn’t all we do, having the title NewRetirement limits what folks count on from us. We would like our firm to attraction to folks all through their monetary journey. Whether or not you’re engaged on paying off debt, shopping for a house, saving for that dream trip, or planning your ultimate retirement — we would like you to know we may also help. 

Altering our title isn’t one thing we take flippantly. However we all know it’s essential as we develop to not restrict how folks consider us. 

Why we selected Boldin

After we began our journey to discover a new title, we spent plenty of time exploring who we’re as an organization and the way we wish to present up for our clients. Monetary confidence is on the core of our enterprise, however what that confidence results in is what actually evokes us. Via our neighborhood we’ve seen how a terrific plan may also help you be daring in life, making choices which might be daring in nature, that push you to fulfill your private objectives.

We knew we had a winner when the title Boldin was offered to us. It displays our hope for our clients: You can be financially assured sufficient to be daring in life, no matter which means to you. Lastly, as an organization we wished to stay our personal values, step off the secure path and make our personal daring option to pursue a bigger imaginative and prescient which is mirrored in our new title.

How this involves life

Over the subsequent few weeks you’ll see our title change in key locations. We’ve additionally refreshed the appear and feel of our model. Leaning into bolder colours, whereas nonetheless retaining components of the NewRetirement model (just like the arches in our unique emblem). We’ve additionally added a brand new graphical component that displays the multifaceted, inventive nature of economic planning.

What changing into Boldin means for our clients

As we broaden our viewers, we stay dedicated to the purchasers who’ve helped us get to the place we’re at this time. Your suggestions has formed our product and your presence stays a continuing supply of motivation for our crew.   

We’ll proceed to supply and enhance the retirement planning capabilities you’ve come to know us for. You’ll additionally see us put money into options and leverage AI to assist folks at varied levels of their monetary journey like including new account sorts, alternative ways of visualizing varied points of your plan, and new explorers that may provide help to dig into varied points of your monetary life. Long run, you’ll see our platform make it simple to transcend planning into taking motion via collaborative planning,  investing, debt, property planning, tax planning, and intergenerational planning.

The primary of those new options is the Monetary Wellness Snapshot we simply launched. We perceive that the metrics that matter to you’re distinctive to your monetary journey. With the Monetary Wellness Snapshot you see your monetary strengths and weaknesses and select which monetary metrics you wish to watch from a library — customizing the expertise based mostly on what issues most to you.

For our extra retirement-focused clients, we’ll quickly launch a brand new Withdrawals report that breaks down how withdrawals will unfold throughout your retirement years and extra. 

We’re so excited you’re coming together with us on this journey to assist folks construct monetary confidence and be daring in life. 

Boldly yours,

Steve Chen & all the Boldin crew