#Planner plus upgrade
#Planner plus trial
#Planner plus series

In each section, you can enter data and/or change assumptions. Digging Deeper into NewRetirementĪs the dashboard implies, NewRetirement features 33 different retirement planning sections divided into ten broad categories. The fun really starts, however, when you dig deeper into NewRetirement. (Meaning that if you read this article and want to look at what the tool does, you can click over and get a quick overview of your financial future in just a couple of minutes.) Front and center is a progress bar…and because you're new, that progress bar is nearly empty.Įven if you didn't flesh out your initial data, NewRetirement would give you some useful info. It's here that you first get a hint that this retirement tool is more robust than any of the others. When you've finished entering your basic info, you're presented with the NewRetirement dashboard. (You can opt to by-pass these questions if all you want is a simple retirement calculator.) Here's how I answered using my current financial state.

#Planner plus series

Getting Started with NewRetirementĪfter you register for an account, NewRetirement starts by asking you a series of basic questions.

(Also, I was the first-ever guest on the NewRetirement podcast!) Having said that, I've done my best to provide an honest review here. Since then, I've invested $50,000 of my own money into the company. When I first found the service two years ago, I liked it so much that I started an email conversation with founder Stephen Chen. Do I still like the tool as much as I did in April 2017? Let's find out.ĭisclosure: Before I begin this review, I need to make one thing clear: I am an investor in NewRetirement. In order to give an honest and complete review today, I created a second NewRetirement account and walked through the process of setting everything up from scratch. But the service is available for those who need it.Īs I mentioned, I've been using NewRetirement for a couple of years. Unlike Personal Capital, NewRetirement won't pester you over and over to use their advisors.

At the highest level, you can pay NewRetirement for personalized advice from a Certified Financial Planner.

#Planner plus trial

(NewRetirement is offering GRS readers a 30-day free trial of PlannerPlus, by the way.) This gives you access to advanced retirement planning tools, more detailed reports, and the ability to print your plan.

#Planner plus upgrade

If you like the basic level of service and want more, you can upgrade to PlannerPlus for $6/month.(I'll show you what that's like in a moment.) You do need to provide an email address, but once you do, you're able to create a personalized retirement plan. Planner, the basic level of service - and the bulk of what I'll review in this article - is free.NewRetirement offers three levels of service. When I say it's a retirement planning tool, I mean that. Most importantly, NewRetirement is more than just a retirement calculator. It's comprehensive and customizable, yet clear.

And it does all of this without ever becoming overwhelming. Plus, it explains its assumptions and offers ample information about every subject it tackles. I like NewRetirement because it offers amazing levels of customization. Since I discovered it two years ago, NewRetirement has become my favorite tool for retirement planning. Today, I want to talk about NewRetirement. Next, I looked at OnTrajectory, which is the best traditional retirement calculator I've found. First, I explored the pros and cons of Personal Capital. Over the past week, I've shared two terrific retirement planning tools.