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Business and Product Insights

Product Portfolio

Boldin Classroom Retirement Planning

Boldin Digital Financial Wellness Platform

Simple Retirement Calculator

NewRetirement.com Key Value Propositions

NewRetirement.com's key value proposition lies in providing a comprehensive, interactive, and personalized platform for retirement financial planning, enabling users to confidently navigate their financial future. It combines advanced digital tools with access to professional advice and a supportive community, empowering users to make informed decisions and achieve financial independence.

Comprehensive Planning
Personalized Guidance
User Empowerment
Community Support

NewRetirement.com Brand Positioning

NewRetirement.com positions itself as a comprehensive, user-empowering platform for holistic retirement financial planning. It offers sophisticated tools, personalized guidance, and community support through a freemium model.

Top Competitors

1

Personal Capital (now Empower)

2

Fidelity Investments

3

Vanguard

Customer Sentiments

Customer sentiment appears positive, driven by the platform's ability to offer detailed planning beyond basic calculators and provide personalized guidance. The availability of diverse features caters to different user needs, from basic planning to complex financial modeling.

Actionable Insights

Focus marketing efforts on highlighting the 'panoramic approach' and comprehensive features that differentiate it from basic calculators and traditional financial services.

Products and Features

Boldin Classroom Retirement Planning - Product Description

Boldin Classroom offers a series of educational classes designed to help individuals plan for and navigate their retirement. The product aims to provide knowledge and tools for various aspects of retirement planning, potentially including financial strategies, lifestyle adjustments, healthcare, and legacy planning. The URL suggests a focus on providing structured learning experiences related to retirement, rather than individual consultations or pure software tools.

Pros

  • Boldin Classroom provides structured educational content, making complex retirement planning topics more accessible
  • It empowers individuals with knowledge, fostering a more confident approach to their financial future
  • The class format allows for a focused and potentially interactive learning experience.

Cons

  • The description is 'false' and the main image provided is generic, making it difficult to ascertain specific class topics or depth of content
  • Without more information, it's unclear if the classes are live, on-demand, or a hybrid, impacting accessibility and flexibility
  • The lack of detailed product information makes it hard to evaluate its unique selling propositions or value compared to alternatives.

Alternatives

  • Competitors include other online retirement planning courses from financial institutions like Fidelity or Vanguard
  • Independent financial advisors and certified financial planners also offer personalized retirement planning services
  • Websites and platforms like Investopedia or NerdWallet provide free educational resources on retirement planning.

Company Updates

Latest Events at NewRetirement.com

5 Tips for Finding Great Reverse Mortgage Companies

Aug 26, 2014 ... NewRetirement is now Boldin. Newer, fresher, bolder than before. We've changed our name to reflect our hope for our customers: That you can be ...

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Boldin: Retirement Planning Tool

The #1 retirement planning tool. Go beyond savings and investments. Run any what-if and take control with the most comprehensive software.

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STRS Ohio

Videos. We offer educational videos about preparing for retirement and retirement benefits, important news and information for Ohio educators, State Teachers ...

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Retirement Online | NYSLRS | Office of the New York State ...

Your questions are important. ... Retirement Online is the fastest way to conduct business with NYSLRS and helps you avoid calling or mailing in forms.

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