I just change assumptions and see if I can live a little longer than my money! Simply put your tool is the only one that allows phased planning over many years, rather than point in time snapshots. Helps you shape your future!July 22, 2020. Maylene, AL April 6, 2019, Almost everything I find on your site is relative to my planning for retirement in July 2019. October 29, 2021, Great overview of retirement planning October 29, 2021, This is one of the most detailed calculators out there. Very easy to use.January 23, 2021. Would be good to target a small group of active users to beta test new features. July 9, 2020, Its very informative and easy to use. The automated coaching tool looks for gaps in your current strategy. I am VERY happy with it! Financial planners typically run this analysis when making your financial plan. It is very sticky just as you mentioned in the example with your Mom to find advice for smaller accounts. Woodland, WA February 1, 2018, Your site has always impressed me with comprehensive coverage for retirement planning. Granted there are always unknowns that occur, but for the most part I am assured Ive done the proper planning for retirementNovember 18, 2021, Best retirement planning tool Ive come across.November 18, 2021, It is helpful to use New Retirement as an additional tool to confirm my financial readiness to retireNovember 18, 2021, Very detailed parameters and settingsNovember 16, 2021, Its very easy to use and look good.November 16, 2021, Wide range of information and functions provided.November 15, 2021, Best comprehensive planning software on the marketNovember 15, 2021, Hi Steve, I find New Retirement to provide a comprehensive and complete toolkit for retirement planning purposes. It handles most retirement situations and I especially like a portion being free and, if you want more, you can pay a little and have that. Do you have any availability over the next week? Make a choice, see a real world results. I have already told a couple friends to check it out. Allswealth is the #1 financial planning software for Canadians - we got tired of retirement-killing fees and biased insights so we created a powerful tool to replace them. Gorgeous interface.June 24, 2021, I have already suggested to a couple of friends that they try NewRetirement.June 24, 2021, Ive found it to be the best and most comprehensive tool out there for developing and tracking a retirement plan for a DIY investor. Users on the Planner tier can manually add the balance of their bank accounts and investment accounts, including IRAs and 401ks. This brings the platform more on par with Personal Capital which I also use and have the most history with. Loved that JD talked about your site being more of a planning tool and not a retirement planning calculator. Katy, TX January 13, 2020, Feel more confident in my plan after inputting my data in the newretirement plan. It is definitely the best/most efficient online retirement calculator Ive used.Johnson City, TN June 28, 2019, Best retirement calculator Ive used. I also love all of the different categories. tools, financial products, calculations, estimates, forecasts, comparison shopping products and services But, the free version remains a very effective tool better than any other Ive seen.September 7, 2020, The site is very informative, and current. excellent retirement calculator and retirement resources. February 13, 2021, So far its the best and most detailed planner Ive used yet!February 13, 2021, its a helpful site for figuring out your retirementFebruary 12, 2021, Your recommendations are easy to apply to daily lifeFebruary 12, 2021, Just what I have been looking for! I searched for years for a superior retirement planning tool other then the one offered by my 401K.I tried several online tools but they used assumptions and were highly limited in allowing personal planning.Until I chanced on NewRetirement in an online add.Wow. I really like the Roth Conversion tool. Sign up today! I/we enjoy your suggested materials for further review.Bradenton, FL September 4, 2019, I want my friends to be informed and have options with the money they have saved over the years of working.Lancaster, CA September 1, 2019, I like all the variables built in. This flexibility is nice if you dont have all the answers right now or discover overlooked areas during the setup process. Life Insurance Planning Capital Needs and Expenses Sequence of Returns Then I can manage my own retirement with the interactive software for a minimal annual cost.October 18, 2020, I love the calculators of life expectancy, the recommendations that I choose the most inexpensive life insurance coverage, and the collection of companies which I may go to.October 8, 2020, Very detailed and intuitiveOctober 7, 2020, It is a very detailed and flexible tool, better than any other I have used. Comprehensive planner includes much more info than others; gives a better retirement picture.Herndon, VA November 20, 2017, Yours is one of the most comprehensive sites I have used and it continues to improve. Thank you!Chapel Hill, NC March 6, 2018, Your tool seems to hit the sweet spot between ease of use and complexityaddressing various factors/issues that can occur as one moves thru life.Sandy, UT February 28, 2018, Your site continually updates and you listen to feedback.Glendale, AZ February 26, 2018, I like that the tool includes the addition of a pension. Very easy to look at many different scenarios.Titusville, FL Dec 19, 2016, Very consize, intuitive to use, easy to compare different scenarios, and not intrusive, does not need any of your personal details, so even people concerned about privacy can use it.Madison, WI Dec 14, 2016, Retirement calculator is simple to use yet it requires enough specific detail on your current financial situation and future plans that you feel confident in the results and recommended actions.Lafayette, IN Dec 10, 2016, Site is very comprehensive and allows for changes in income and expenses over time. The ability to manipulate more items and more deeply really seems to give more relevance.Kingsport, TN May 24, 2019, Ive found these tools very useful. I purchased the upgrade which I normally dont do. Very detailed. Our goal is always to bring you relevant advice and tools to support your journey to retirement and beyondto help you design the retirement you want to have. She asked me to do use trials of your offering and several of your competitors. Display graphs are great.September 27, 2020, All the information on every topic about retirement is addressed and the information is put in a form that gives a fair look at what the future retirement will look like. It has given us better insight into our financial situation and made us feel so much more comfortable about our retirement decisions. Free. Will be upgrading to the plus version soon.June 21, 2021, Very robust planner software with many useful features and functions. Just enter your information and you get an easy to understand retirement plan for future reference.January 21, 2021, This is a very robust application. Also like the comparison section about how you stack up up in your community.McPherson, KS June 21, 2019, Like the questions and options. Oregon City, OR April 25, 2019, You have a well thought out platform that allows for variable assumptions and ongoing updates and it is user friendly.New Roads, LA April 23, 2019, Very informative blog, Podcast, and calculator on line, have educated me on retirement planning.Burlington, MA April 23, 2019, Address the vital retirement considerations and more importantly is continuously developing.Also, for those who need it help and advice is available Waukee, IA April 23, 2019, I find the site interesting and informative insofar as providing timely and topical articles on retirement. $8.99/mo. One very interesting thing they do is create a longevity age, 10 years more than your life expectancy. Entering all of my financial data and have the snap shot right there helps me see what my future financial status looks like. This tool is well-organized, easy to use, full of training material and very affordable. It is not perfect but very helpful. I like both tools from a planning standpoint and the information that they each provide. !June 21, 2020, It is simple to use. Its too bad more people dont invest the time in learning how to prepare for their future and this is a great resource. It is great for enhancing peoples ability to better understand their retirement options.Fairfax, VA January 29, 2018, Concise, clean, clear information. Slight variations on these have huge impacts on results. Would like to be able to label future major purchases so they are easily recognizable. Now I can easily see the areas I need to work on and where I can relax some and not worry so much.Omaha, NE October 30, 2019, I appreciate the ease of use and the robustness of the software. Your system provides critical long term averages for projection. These tools can help you determine . However, from a retirement planning standpoint I like NR much more than PC. I really like the value added email briefs that provide useful and relevant information. Most retirement planning tools only calculate your current progress and recommend how much you should save each month to achieve your goals. different scenarios on retirement income. January 22, 2021, I like the interactive tools you can input various numbers in and see various outcomes.January 22, 2021, Lots of information that is helpful January 22, 2021, Lots of information . thank you!Plainfield, IL January 17, 2020, I was one of your very early testers , been nice to watch it and see new features. Napa, CA September 25, 2019, I have already referred several people. Read Steves interview with Benz from Morningstar. I have suggested it to my sister as well as my kids as I feel that they could benefit from the what if planning that this provides.August 9, 2020, I love the variety of articles on retirement and use the retirement calculator.August 9, 2020, The best retirement tool Ive ever used, and Ive tried many. NewRetirement provides free and paid retirement planning tools that can offer more insight than your brokers retirement calculator. Is NewRetirement Safe? It was interesting to build but not easy to simulate with. This was I think about 5 or 6 years ago. Upgrading is necessary to track second homes, investment properties and project future sales or acquistions. I really like the conservative and optimistic projections that show how long my money might last. NewRetirement is helping me plan in a more thoughtful manner taking into account our entire situation, from income to spending to taxes. You can go as detailed as you want on your site. Its free features can quickly offer an in-depth look at your retirement strategy and recommend helpful changes. I like the podcasts/interviews & that I can read in text as well as listen.Athens, GA January 31, 2020, Very comprehensive site. Our friends at the Ontario Securities Commission have put together a helpful online form that prepopulates an excel spreadsheet with your pre and post-retirement income info. All free and premium members can join the NewRetirement Facebook group. Manage your finances in under 5 minutes per week, Update your profile, manage your subscription, and more. I love the idea of being able to choose how much advice you would like as needed. ThanksNaples, FL February 22, 2018, It is the most thorough, balanced, user friendly system I have seen. This is what the Fidelity retirement tool does. Topics are very appropriate, well presented and thought provoking. The tool can also ask where you will store your excess earnings after paying your monthly bills. June 23, 2020, From 20% knowledge to &70% knowledgestill with room to grow!! September 12, 2020, So far a valuable resourceSeptember 12, 2020, The thoroughness of the retirement calculator.September 12, 2020. Then, if your retirement account isn't a , you'll also pay income taxes. with instant feedback. Continously improving. For expat-USA or Americans married to non-Americans, it would be useful to override SS contributions and taxes on income.November 1, 2021, Powerful retirement planning tool you just cant feasibly replicate on your ownNovember 1, 2021, good product, easy to useOctober 31, 2021, It provides information in an understandable way, and I know so many people who are basically adrift. Thanks for keeping it free and updating. You might like the phone app so you can go viral as people share me and I am in front of them all of the time as they educate themselves in my video library on my phone app.September 13, 2020, Everything that you mentioned makes senseSeptember 13, 2020, Good variety and relevant articles for me and my friends, to whom Ive forwarded newsletters. I think that some may have look into it. NewRetirement Planner and PlannerPlus are tools that Its possible to retrieve your information from the Social Security Administration website to obtain a more accurate calculation. It costs about the same as Quicken Deluxe, and it offers much of the same functionality . Community texts are sometimes beyond my financial comprehension but all and all a thorough tool October 11, 2021, I find it to be a very comprehensive tool in helping me to gain confidence in where I am in reaching my retirement goals.October 11, 2021, I havent worked with the premium (paid) version yet, but the free one has been very helpful for our personal retirement projectionsand more helpful than other options available. In addition to the Planner (with a very active development pipeline), the extensive educational materials and community aspect make this a holistic platform for both pre-retirees along with those already retired become comfortable with where they are on their journey.November 21, 2021, Planner is easy to use and update. It is money well spent as I prepare for retirement!September 12, 2021, Its informational and educational compared to 3 different financial advisors I worked with previouslySeptember 12, 2021, New Retirement has been a great tool to have more confidence in preparing for retirement real-time data and projections scenarios are very helpful.September 11, 2021, So much easier to manipulate than the plan created for me by a major brokerage. Bradenton, FL September 5, 2019, You respond. Of particular value is the ability to put in pension payments.May 21, 2020, Highly responsive to questions. Offer financial wellness to the people at the heart of your business. Quite comprehensive but user friendly as one is able to run different scenarios. Market value is not reflective of this area.unknown May 7, 2019, I like financial tools that dont link to actual accounts for security reasons. Retirement Calculator and Retirement Planning | NewRetirement Take Financial Wellness Into Your Own Hands We're the planning tools you didn't know you needed, until now. And I recommend it all the time even to those trying to sell me their services. I am having difficulty with one Aspect that involves a rollover of my 403b to a Vanguard traditional IRA. Flexible enough to even be useful to users with a more complex financial situation. There is then a follow-up question to submit the same details for your spouse. It would be great if you could add a life insurance piece. then it would be perfect!January 10, 2021, Acknowledgement of singles retiringJanuary 10, 2021, Interface is easy to use and price is reasonable. unknown October 18, 2019, I was impressed with the capability, this tool incorporated more info than other simplified tools. August 17, 2020, NewRetirement gave a more comprehensive view of my future in retirement and even let me try different economic scenarios to learn how it might affect it.August 16, 2020, Great customer service and a comprehensive retirement tool.August 16, 2020, It provides a great picture of where you stand on being able to retire. My retirement, thanks to your calculator, looks brighter financially than I ever could have imagined. Now, we can approach the future w more reassurance and confidence, and this gives us more freedom to be more generous w our time and resources NOW in our communities and spheres of influence. And valuable features keep getting added.November 26, 2021, I enjoy using the program and its very close to what my advisor comes up withNovember 26, 2021, Very informative articles and retirement toolsNovember 26, 2021, Its a great site, with excellent tools for retirement planning!November 25, 2021, Very comprehensive program and easy to use.November 25, 2021, The planner is more in depth compared to other retirement planners and I feel it gives a more accurate outcome.November 23, 2021, Im finding it to be a great tool as I start to think about the next decade or so of my life. December 17, 2020, Provides real solutions December 16, 2020, I was pleasantly surprised about how I could enter so much detailed information. Very comprehensive and looks at retirement from every angle. Your sincerity in helping others truly shows, not only in this session, but in the classes that you hold for members. September 16, 2020, Tool is great, and the resource articles as well!September 16, 2020, Easy informative reasonable priceSeptember 15, 2020, Although there is a learning curve, especially with terminology, this is the most comprehensive tool Ive found that helps assess readiness and plan for retirement. unknown December 25, 2019, Simple to use. I like the weekly articles and the format of the podcast. Explore a new topic each month and deepen your understanding of personal finance, Resources for NewRetirement Advisors, a Registered Investment Advisor. I have shared with them of courseSeptember 16, 2020, It has the ability to incorporate more variables and details for a more accurate picture than most publicly available planners. Very helpful and relevant information. I still do and, hopefully, always will. Its nice to have well-written, reliable signposts along this journey. Your site is giving me confidence, in understanding, my options in ready myself.July 4, 2020, The software gives me an excellent picture of my status towards retirement financesJuly 4, 2020, Interesting information. You dont need to live in Ontario to use this tool. Thanks for a great product and a fair price. The expert tips and advice for improving retirement readiness are outstanding. September 13, 2020, Steve, would love to speak with you. Seems very thorough and compared well with a couple of more generic systems. August 10, 2020, I have found this to be a very helpful tool. Happy to payJuly 21, 2021, very thorough, allows what if, Roth conversion model, shows details of which accounts to use when, etcJuly 20, 2021, Easily the best retirement modeling program available. In-depth. Enter your name, age and planned life expectancy. Im using it! Suze Orman. It has very good prompts to refine data and make the input more complete and accurate. Provide the ability to split investment return goals for both pre and post retirement. and that was with just the free version.November 1, 2021, The diagnostic for retirement certainty is easy to understand and allows both manual input or, if youre brave enough, direct interface with your financial institutions. Feel free to reach out for additional feedback. I have also shared it with others as well. The coach lets you know if your assumptions are within the reasonable range, asks you questions to consider to make your plan better, and in the process I am learning too. The PlannerPlus tier has a 14-day free trial and costs $120 per year. Insight planners and Roth Explorer are very powerful planning tools. Prompted a lot of thought and detail in order to answer questions regarding readiness. Needed confidence in my plan to pull the trigger and retire.January 14, 2021, Ive tried many others and none compare!January 13, 2021, Thorough, easy to use. The data entry is easy and the analysis is comprehensive.Portland, OR September 14, 2019, Not only did it cover most all scenarios, it allowed me to try other options. July 6, 2021, This of course is new to me and the information I receive from this report is very helpful.I look forward to reading the materials to see what I should be doing to line up for retirement.ThanksJuly 6, 2021, very helpful and affordable toolJuly 6, 2021, Your tool is the most comprehensive, user friendly calculator and forecasting tool Ive found. I also have two daughters that are in the early stages of their careers. New Features. The Roth conversion and Monte Carlo models are very helpful. January 8, 2021, I was impressed with the ease to input information and see the results. Have you attended our free retirement planning workshop? Our weekly newsletter full of inspiration, podcasts, trends and news. Id like to see the release of the Monte Carlo simulations. I tried the basic (free) version for a bit and have been a happy paid subscriber for around 9 months. Useful advice. Marietta, GA May 27, 2018, The calculator is invaluable for retirement planning and the articles and the podcasts are excellent. Youve done a great job positioning this site as a pointer to vast arrays of information on retirement planning.Dayton, OH September 6, 2018, Your site is always improving based on user input.Glendale, AZ August 30, 2018, I like your podcast, calculators and retirement planning tips. Low cost. July 8, 2020, This is a great website and service. The results display in several colorful graphs and charts. Considering several possibilities during the planning process can help you choose the best course of action. Comprehensive January 11, 2021, Best online retirement planner, and useful newsletter, for anyone dreaming about retiring January 11, 2021, Thoroughness of the analyticsJanuary 10, 2021, You asked if I would recommend. Conway, NH November 1, 2019, Very comprehensive tools and educational resources, capability to tailor numerous retirement scenarios to explore various outcomes Yorktown, VA November 1, 2019, Until I found your site I was mostly guessing where I stood toward retirement. March 20, 2021, Hands down best retirement tool I have ever seen. There is a great mix of optional items and opportunities to tweak or just stick with the basics. My original plan was to work to at least 62 and while I thought that I was in good shape, we hadnt done any retirement planning. Very extensive features, easy to follow instructions, good amount of flexibility to customise for particular situation. March 8, 2021, Been looking for an online software that hits on everything March 7, 2021, Very useful information for planning. There are also live Q&A sessions to help you navigate the planning process. I especially like that I can include my pension information; many other sites dont allow for that and are strictly focused on other investments. The price to value is very good. Also like the Retirement Planner. I have struggled to get to a point where I felt I have a good understanding of where I was in my retirement planning and what I needed to do to meet my goals. Retirement planning software in Canada is an application designed to help individuals achieve a comfortable retirement. Kenmore, WA September 10, 2019, The calculations are the most comprehensive out there, encompassing all aspects of the retirement puzzle.Lakeland, FL September 9, 2019, Your Retirement Calculator includes many features that others dont. I feel like its probably the best retirement planning toolkit out there bar none.Dayton, OH October 21, 2019, This site is very extremely well thought out and easy to use. Meaning, every one of my accounts holds equities (large, mid/small cap, domestic and international, fixed income (different duration), and REIT. Your data visualization tools are excellent. Alexandria, VA November 23, 2019, It provides a comprehensive platform to aggregate all the pieces of my income, expenses and assets to show me where I really stand with regard to retirement readiness.unknown November 8, 2019, It is a sensitively designed instrument with above average variable potential. Brighton, IL August 13, 2018, I like the detail planning for retirement that NewRetirement offers. But I like the site because it is packed with information.February 24, 2021, Very nice retirement toolFebruary 24, 2021, I especially liked being able to list out all our different type of retirement accounts and then seeing what difference changing one variable makes. Otherwise, good tool. July 4, 2021, Like your podcasts and website.July 3, 2021, The basic tool is easy to use, flexible enough for me, and still free to try out and edit. I have tested it against my own homemade excel spread sheets and the results are very similar but with a fraction of the time and work I have to put in on my own.July 14, 2020, One of the best tools online. I wish you great success.