✨ NewRetirement is now Boldin, your financial confidence platform

Back to planner Get started

We're on a Mission.

We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.

Build your plan Roll out planning to your employees

Or, contact us about how Boldin can support your business objectives. We work with financial advisors, insurers, pension providers, and more.

What’s Our Why?

It all started because Steve’s mom needed help. Steve is our founder. A few years ago, his mom came to him asking to borrow money.

Steve wanted to help, but he wasn’t sure that a loan was the right long term answer. He wanted his mom to be able to retire without constant worry about her finances.

Steve tried to get guidance from a financial advisor. However, he discovered that advice is expensive. And, his mom didn’t need investment management, she required holistic long term planning focused on drawing down her assets and making good decisions around benefits, real estate, cash flow, insurance and more. (This type of advice is not the specialty of most advisors.)

It turns out that Steve’s mom didn’t need a loan. She needed a long term financial plan to make the best use of what she already had, prioritizing what is important to her. Steve built spreadsheets and financial models and figured out how she could have the comfortable retirement she wanted.

And, that is the foundation of Boldin, a platform that enables anyone to build a plan that is right for them: their resources, values, goals, and priorities.

Boldin is used by millions of individuals and deployed through business partners like Nationwide, MarketWatch, and others.

85%

Of users feel more confident about their money

350K+

Individuals have built complete financial plans

$300B

Individuals are managing plans with over $300 billion in assets

5M+

People using our API widgets and branded planning solutions

How We're Different

Affordable

Whether you are trying deliver financial wellness through your business or just manage your family’s finances, advice can be expensive. We harness technology to make high quality and unbiased guidance affordable to everyone.

Understandable

We know all the numbers and projections can be stressful and confusing. That’s why we offer intuitive software along with digital coaching, educational classes, and expert human advice.

Comprehensive

Sure, savings are important but so are taxes, income, where you live, debt, how you spend money and more. And, financial decisions are more meaningful when seen in the context of a person’s entire life.

Personalized

No matter who you are – young or old, affluent or less so – we help people make better decisions about their money and gain confidence that their future will be secure.

Press Highlights

in MarketWatch

Do you feel too poor to get financial advice? Here’s how to find help

 04/10/2024
in Motley Fool Money

What savers often miss about retirement 

 04/09/2024
in Yahoo Finance

Why ‘Holistic’ Retirement Might Be a Better option for People with Low Savings

 04/04/2024
in RIA Biz

Stephen Chen completes $20 million raise; RIAs have found a niche use for his consumer-facing software — never mind all those subscribers and enterprises

 04/02/2024
in TechCrunch

Boldin aims to shake up retirement planning with a holistic approach

 03/27/2024
in Nationwide Newsroom

Enhanced tool helps provide clearer retirement income picture

 08/25/2022
in New York Times

To Get the Most From Social Security, Log On

 01/28/2022
in AAII

American Association of Individual Investor’s Best of the Web

 11/01/2021
in Marketwatch

$1 million? $500,000? The importance of your retirement ‘number’ — at any age

 04/27/2021

Our Planner

Calculators

Services

Blog

About

Enterprise

Our Newsletter

Our weekly newsletter full of inspiration, podcasts, trends and news.

Subscribe

Follow Us

Help Center

© 2024 NewRetirement, Inc. d/b/a Boldin All rights reserved.

Disclaimer: The content, calculators, and tools on Boldin.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, Boldin provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. Boldin Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. Boldin strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product's site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.