About

About Us

We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.

Build a Plan
Why we’re building NewRetirement

This got started because Steve’s mom needed help planning and managing the transition into her own retirement – even though she was a college educated white collar worker who co-owned an advertising business. She like millions of other people had not adequately prepared for retirement. Steve and his brother Tim looked around for good trustworthy resources and experts to help her and unfortunately could not find a good solution, so they did it themselves with spreadsheets and lots of family conversations about various trade offs. Luckily for her both of them had financial services experience (at places like JP Morgan, Schwab, Wells Fargo) and Tim was a Stanford MBA. (gotta have one in the family right?)

Then we looked around and noticed that there are approximately 120 Million people in the US who are over age 50 – but only 30% have saved more than $100,000 for retirement. Additionally the risk and work of planning for retirement had been shifted to individuals with the decline of pensions. Today families face risks around inflation, market returns, longevity, health care costs & care giving and changing government programs among many others.

We believed we could help by putting together the content, tools and community to enable people to help themselves with a DIY retirement planning solution.

How We’re Different

Independent & low cost

NewRetirement has been built from ground up to provide a solution that works for anyone and is completely aligned with our users.

An amazing community

We believe in helping each other and learn from our thousands of users who are continually contributing good ideas on how to do better.

Great content

We have written over 1,000 articles about everything retirement and send a semi monthly newsletter to over 30,000 people with new tips & ideas.

The best tools

Many sites have ranked us as the best online retirement planning tool and our users love it.

Disclaimer: The content, calculators, and tools on NewRetirement.com are for informational and educational purposes only and should not be construed as professional financial advice. NewRetirement Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. NewRetirement strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product’s site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.

Terms of Use: Your use of this site constitutes acceptance of the Terms of Use.