NewRetirement
NewRetirement provides a comprehensive financial planning platform featuring tools for retirement planning, budgeting, and income forecasting, along with educational resources and community engagement.
Services
NewRetirement offers a comprehensive financial planning platform that includes tools such as retirement planning, budgeting, and income forecasting. Users can access a range of calculators like the Simple Retirement Calculator, Roth Conversion Calculator, and Lifetime Annuity Calculator. The platform also features classes and coaching sessions to enhance users' financial literacy and planning skills. Additionally, NewRetirement provides APIs for businesses to integrate financial projections into their services and offers a white-label planner for enterprises to offer DIY financial planning under their own brand.
Tools and Calculators
NewRetirement provides a variety of calculators designed to assist users in their financial planning. These include the Simple Retirement Calculator, which helps users estimate their retirement savings needs, the Roth Conversion Calculator, which aids in understanding the benefits of converting traditional IRAs to Roth IRAs, and the Lifetime Annuity Calculator, which helps users forecast income from annuities. These tools are instrumental in helping users make well-informed financial decisions.
Educational Resources
NewRetirement features multiple educational resources aimed at improving financial literacy. The platform offers classes and coaching to help users build their financial planning skills. A blog provides articles on various topics such as financial planning, saving, investing, and retirement lifestyle. Additionally, NewRetirement hosts live events and podcasts featuring financial experts, covering a wide array of financial topics.
Community and Expert Connections
NewRetirement hosts a community platform where users can connect with both peers and financial experts. This feature allows users to share experiences, ask questions, and gain insights from others' financial journeys. The community aspect of NewRetirement helps create a support network for individuals seeking to improve their financial well-being.
Subscription Service: PlannerPlus
NewRetirement offers a subscription service called PlannerPlus, which provides users with advanced planning tools and personalized insights. This service is designed to offer more detailed and customized financial planning options, catering to users who require in-depth analysis and specific financial strategies. PlannerPlus aims to deliver a more tailored financial planning experience for subscribers.