“It is the first retirement plan I have ever actually trusted.”
The quote-card style: an outlined box with the quote centred inside it and the section heading below as a caption. The enterprise pages use it to carry a single piece of feedback.
Customer Stories
Boldin Reviews & Retirement Planning Testimonials
To date, more than 350,000 people with over $300 billion in assets have trusted us and the Boldin Planner to make the most of their wealth and time. Our subscribers are young professionals, power planners nearing retirement, and everyone in between.
In the press
-
MarketWatch
“Helps people think big picture about their retirement goals.”
-
Allan Roth
“You guys are the real good guys in financial planning. I mean absolutely wonderful what you have accomplished and are doing.” — highly sought financial advisor and author of How a Second Grader Beats Wall Street: Golden Rules Any Investor Can Learn
-
Rob Berger
“It’s probably the most sophisticated financial planning tool that I know of, designed for folks like you and me, as opposed to an advisor. And, [Boldin, formerly NewRetirement] keeps up with those tools only available to advisors.” — founder of Doughroller and author of Retire Before Mom and Dad: The Simple Numbers Behind a Lifetime of Financial Freedom
-
American Association of Individual Investors
Voted Best Retirement Calculator
-
Jack Brennan
“And so one of the things that’s critical for people is: find trusted sources…Your community the [Boldin, formerly NewRetirement] platform and Facebook group has become one of those.” — former CEO of Vanguard and author of More Straight Talk on Investing: Lessons for a Lifetime
-
Rick Ferri
“There’s already great progress being made by firms like [Boldin, formerly NewRetirement].” — President of Bogleheads
-
Financial Samurai
“An excellent retirement tool. Users like you can utilize their technology to gain confidence, achieve financial independence, and maximize your money. This in turn can help you save time and stress.”
Provides better financial outcomes. More peace of mind
“Your product has literally allowed me to sleep better at night. It’s invaluable. If you spend your financial life looking for value — this is a no-brainer!”
“Not just a generic plan. Customizable and flexible with wonderful options and scenario building. Makes me feel confident in my plans!”
“I have never seen such a comprehensive financial planning product that gives you so much feedback and instruction along the way.”
“Best retirement planner ever!”
“The software convinced me that I could use 10% to send two grandchildren to college. I’m now excited to live to see that happen.”
“It’s because of [Boldin, formerly NewRetirement] that I actually…retired.”
“We feel empowered to make better decisions.”
“For almost anyone who wants to retire some day, regardless of background, occupation(s), or personal lifestyle, I think this is one of the single best resources to ensure you are able to retire as you desire/define it.”
“This helps me organize and project almost any scenario I can imagine. I feel much more confident managing our retirement.”
“This is an excellent tool. It has given me the confidence to manage my own retirement plan. Highly recommended!”
“Very thoughtful and well-informed approach for all types of investors. Integrity. And great tools.”
“I found the [Boldin, formerly NewRetirement] Retirement Planner to be very impressive. It offers much more granular detail and control for 401K, deferred pension, social security for husband and wife, etc. Other calculators/planners aren’t as flexible.”
There’s no one right way to manage your money
There is only the right way for you: your values, priorities and goals.
Linda
A few years ago Linda got serious about retiring. She and her husband felt like they had saved enough, but wanted to understand what the risks to their plan might be.
Linda used NewRetirement, now Boldin’s What If Tool to simulate different strategies. And she ran worst case scenarios. She found opportunities and the confidence she needed to retire comfortably.
Now happily retired, Linda uses Boldin on a regular basis to update her account balances and maintain peace of mind around her plan.
“LOVE using this tool. When my husband and I were approaching retirement age, I used every online calculator I could find. [Boldin, formerly NewRetirement] is far and away my favorite.”
Tim
At 45, Tim is about 15-25 years from retirement. He started using NewRetirement, now Boldin to track his overall financial health. He logs in to assess his net worth regularly and confirm that he is saving adequately to retire at 62.
However, he’d like to retire earlier, but with kids to put through college and the lake house he’d like to buy, he is not sure it will be possible. He is actively weighing options and running scenarios for retirement at 55.
“The support this product offers for financial decision making is astounding. I feel so in control of my money and options.”
Kate
After college, Kate moved to New York City and spent the next 15 years nose down, switching jobs a couple times to climb the corporate ladder. Always responsible, her savings were on track, but she was spending too much on rent and living expenses to feel comfortable.
She started using NewRetirement, now Boldin to better track her various 401ks. But, recently she used the tool to project what would happen if she moved back to her childhood home and
“I hadn’t really considered getting out of the rat race at just 38. But, [Boldin, formerly NewRetirement] helped me visualize a simpler life. And, I actually think my long term financial prospects are better than ever.”
Curt
After two long careers in public service, Curt and his wife decided it was time to start thinking about retirement. Curt was already literate in financial planning strategies, but found Boldin to be the best way to simulate his future and learn about retirement strategies personalized for his financial picture. After building his plan, Curt realized it would be a good idea to purchase Long Term Care Insurance to protect his family in the event of expensive care later in life.
More recently, when the market experienced volatility and Curt’s portfolio took a big hit. He used NewRetirement, now Boldin to identify areas of his plan that could be made more efficient to extend his income and increase his legacy. With Boldin, Curt has confidence that he and his wife can continue to meet their financial goals.
“This isn’t rocket science. If a forester and a school teacher can rock retirement on public service salaries…anyone can.”
Emmitt
Emmitt was preparing to retire after a long career as a civil engineer. Emmitt had spent time simulating his retirement plan with products from Fidelity and Vanguard, but still didn’t feel like he had a clear picture of how much he needed to create the retirement he wanted. After his sister-inlaw was swindled by a financial advisor, Emmitt was wary of leaving his planning decision up to anyone beside himself.
After creating his initial retirement plan with NewRetirement, now Boldin, Emmitt ran several What-If scenarios to determine how his financial security would be impacted under a number of different conditions. As it turned out, Emmitt’s plan was sustainable even with inflation, varying rates of return and a pessimistic market projection. Now Emmitt uses NewRetirement’s Key Dates tool to ensure that he’s always on time with his planning strategies, and sleeps better at night knowing he’s making the right decisions for himself and his family.
“[Boldin, formerly NewRetirement] is a powerful yet easy to use tool. I discovered [Boldin, formerly NewRetirement] as my wife and I started the retirement phase of our life. Using NewRetirement, we were able to gain a clearer understanding of our financial situation. I recommend [Boldin, formerly NewRetirement] to individuals who are inclined to manage their own finances and/or use this tool to back-check information their financial advisors give them.”