Introducing Boldin: A New Chapter for NewRetirement! 🚀 We are excited to announce that NewRetirement is now Boldin, your financial confidence platform! Our name change reflects our mission to bring financial wellness to everyone through planning, so you can make the important decisions that help you to reach your goals. Our community and clients have always been at the heart of our journey. As Boldin, we’ll continue to dedicate ourselves to being a financial tool by the people, for the people, focused on helping everyone become more financially confident so you can be bolder in life. While we remain dedicated to assisting you in planning your ideal retirement, we're also expanding our horizons. Whether you’re aiming to save for your child’s education, buy your dream home, or achieve any other big financial goal, Boldin is here to help you make it happen. We’ll also continue to bring our consumer-first planning solutions to the enterprise level, offering businesses and organizations the same high-quality financial wellness support that has earned us trust over the years. Thank you to our incredible community for being with us on this journey. We’re excited about the future and look forward to achieving great things as Boldin! Here’s to a bold and exciting future in financial planning! 🌟
Boldin
Technology, Information and Internet
Mill Valley, California 4,338 followers
Boldin (formerly NewRetirement) is your financial confidence platform.
About us
Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
- Website
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http://www.boldin.com
External link for Boldin
- Industry
- Technology, Information and Internet
- Company size
- 51-200 employees
- Headquarters
- Mill Valley, California
- Type
- Privately Held
- Founded
- 2015
- Specialties
- retirement content, consumer Internet, software as a service, financial planning, FinTech, retirement planning, financial advisor, wealth management, financial IQ, financial services, financial wellness, and finance education
Products
Boldin Financial Planning Platform
Corporate Performance Management (CPM) Software
Financial planning platform that enables anyone to build their own financial plan for free. Option to upgrade to a premium version or get coaching or advice on demand.
Locations
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Primary
1 Belvedere Pl
Mill Valley, California 94941, US
Employees at Boldin
Updates
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Let’s face it, money can be confounding. You might think it’s “just math,” but the reality of personal finance is that there is never just one “right” answer. Learn about “The Critical Differences Between Today’s and Future Dollars” NewRetirement -> t.ly/3Wwf0 #financialplanning #personalfinance #money
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Podcast Fridays: Todd Taylor, the newly appointed head of Life Insurance Solutions at New York Life, shares his career journey from actuary to executive. t.ly/OYpel #financialplanning #personalfinance #money
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97% of Americans believe healthy eating habits are key to a long and healthy life. And, 98% say it‘s important to get enough physical exercise. They aren’t wrong, but there is a lot more you can do insure a long life. Learn more @NewRetirement t.ly/vxhPH #financialplanning #personalfinance #money
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If you are self-employed (or could be), you should know about a unique retirement savings opportunity: the Solo 401k, also known as the One-Participant 401k plan or the Individual 401k. Learn more @NewRetirement t.ly/BLf99 #financialplanning #personalfinance #money
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To build wealth, most people think you need a Wall Street job, good luck or just being born into advantageous circumstances. Those things definitely help, but building wealth can happen by following a few best practices and habits consistently. t.ly/VMQ0w #financialplanning #personalfinance #money
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Thinking about different definitions of time can provide invaluable insights that shape our financial strategies and life choices. Explore how some concepts of time can guide you toward more holistic and effective financial planning. @NewRetirement https://t.ly/NYMIX #financialplanning #personalfinance #money
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Kevin Lum, CFP®did a nice heads up review of NewRetirement (Consumer & Advisor Platform) vs. Right Capital (Advisor Tool) if you want a 3rd party view into our work. https://lnkd.in/gr45EAHW
The BEST DIY Retirement Software? A CFP® Reviews New Retirement.
https://www.youtube.com/
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They were wrong. The answer to the question - does money buy happiness - is… yes! There are actually multiple ways to spend to increase your happiness. Learn more @NewRetirement -> t.ly/KuYcn #financialplanning #personalfinance #money