Customer Stories

Reviews, Testimonials, and Press

We make financial wellness understandable, available, and affordable for everyone. Working with our tools or one of our trusted advisors, more than 155,000 people with over $168 billion trust us to make the most of their wealth and time. Our members are young professionals, working moms, power planners, and everyone in between.

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In the press

“Helps people think big picture about their retirement goals.”

Allan Roth

highly sought financial advisor and author of: How a Second Grader Beats Wall Street: Golden Rules Any Investor Can Learn

“You guys are the real good guys in financial planning. I mean absolutely wonderful what you have accomplished and are doing.”

Rob Berger

founder of Doughroller and author of: Retire Before Mom and Dad: The Simple Numbers Behind a Lifetime of Financial Freedom

“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, “NewRetirement keeps up with both of those tools only available to advisors.”

Voted Best Retirement Calculator

Jack Brennan

former CEO of Vanguard and author of More Straight Talk on Investing: Lessons for a Lifetime

“And so one of the things that’s critical for people is: find trusted sources…Your community [the NewRetirement platform and Facebook group] has become one of those.”

Rick Ferri

President of Bogleheads

“There's already great progress being made by firms like @NewRetirement.”

“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.”

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It’s a fact. Planning works.

People with a financial plan feel and do better.

Do 2.7x better financially

Strategic Business Insights MacroMonitor 2020–21 Report

3x more likely to feel confident about their future.

Charles Schwab Modern Wealth Survey

54% more likely to live comfortably

CFP Board survey

70% grow net worth.

NewRetirement Poll

build your free financial plan

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! Thomas

Not just a generic plan. Customizable and flexible with wonderful options and scenario building. Makes me feel confident in my plans! Bonnie

I have never seen such a comprehensive financial planning product that gives you so much feedback and instruction along the way. Keith

Best retirement planner ever! Susan

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. Philip

It's because of New Retirement that I actually...retired. Scott

We feel empowered to make better decisions. Dave

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. John

This helps me organize and project almost any scenario I can imagine. I feel much more confident managing our retirement. Kay

This is an excellent tool. It has given me the confidence to manage my own retirement plan. Highly recommended! Dale

Very thoughtful and well-informed approach for all types of investors. Integrity. And great tools. Lori

I found the NewRetirement 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. Michelle
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There’s no one right way to manage your money

There is only the right way for you: your values, priorities and goals.


Retired Software Engineer

San Jose, CA

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’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 NewRetirement 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. NewRetirement is far and away my favorite.”


Sales Director

Dallas, TX

At 45, Tim is about 15-25 years from retirement. He started using
NewRetirement 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


Former Investment Banker

Chatanooga, TN

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 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, NewRetirement helped me visualize a simpler life.
And, I actually think my long term financial prospects are
better than ever.”


Retired Forester

De Pere, WI

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 NewRetirement 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 to identify areas of his plan that could be made more efficient to extend his income and increase his
legacy. With NewRetirement, 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.”


Retired Civil Engineer

Salt Lake City, UT

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, 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.

“NewRetirement is a powerful yet easy to use tool. I discovered 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 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.”