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
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.
NewRetirement has been built from ground up to provide a solution that works for anyone and is completely aligned with our users.
We believe in helping each other and learn from our thousands of users who are continually contributing good ideas on how to do better.
We have written over 1,000 articles about everything retirement and send a semi monthly newsletter to over 45,000 people with new tips & ideas.
Many sites have ranked us as the best online retirement planning tool and our users love it.