Once we began NewRetirement, we had one particular person in thoughts — my mother. She wanted assist determining methods to retire and NewRetirement was born. Over time our targets have gotten bolder as we’ve gotten larger. Now, we’re serving to tens of millions construct monetary confidence by means of our DIY monetary planning software program, advisor instruments, and enterprise partnerships. Our objective is to assist everybody develop into extra financially assured in order that they are often daring in life. We all know our present clients respect our work, and we imagine that we may help 100 million extra individuals make assured, impactful selections about their cash by means of 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 provides anybody the flexibility to construct monetary confidence. At present, solely 30% of Individuals have a long-term monetary plan and plenty of don’t begin in-depth retirement planning till a number of years earlier than their deliberate retirement date. However we all know that the sooner individuals get began, the extra doubtless they’re to succeed.
Whereas retirement planning isn’t all we do, having the identify NewRetirement limits what individuals anticipate from us. We wish our firm to attraction to individuals 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 best retirement — we would like you to know we may help.
Altering our identify isn’t one thing we take frivolously. However we all know it’s essential as we broaden to not restrict how individuals consider us.
Why we selected Boldin
Once we began our journey to discover a new identify, we spent a number of time exploring who we’re as an organization and the way we need 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. By way of our neighborhood we’ve seen how a terrific plan may help you be daring in life, making selections which are daring in nature, that push you to fulfill your private targets.
We knew we had a winner when the identify Boldin was introduced to us. It displays our hope for our clients: That you could be financially assured sufficient to be daring in life, no matter meaning to you. Lastly, as an organization we needed to stay our personal values, step off the protected path and make our personal daring option to pursue a bigger imaginative and prescient which is mirrored in our new identify.
How this involves life
Over the subsequent few weeks you’ll see our identify 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 authentic brand). We’ve additionally added a brand new graphical factor that displays the multifaceted, inventive nature of economic planning.
What turning 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 the moment. 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 help individuals at numerous levels of their monetary journey like including new account varieties, other ways of visualizing numerous elements of your plan, and new explorers that may make it easier to dig into numerous elements of your monetary life. Long term, you’ll see our platform make it simple to transcend planning into taking motion by means of 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 might be distinctive to your monetary journey. With the Monetary Wellness Snapshot you see your monetary strengths and weaknesses and select which monetary metrics you need 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 individuals construct monetary confidence and be daring in life.
Boldly yours,
Steve Chen & all the Boldin crew