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About NewRetirement - Our Team

Letter from the Founders of NewRetirement.com

The NewRetirement team is passionate about helping retirees navigate the transition to retirement.

We have worked at leading financial services firms like Charles Schwab and J.P. Morgan, built financial services systems in use by Fortune 100 companies and started another successful Internet company that focuses on life transitions. However, the idea for NewRetirement did not come about until after we helped our own parents put together their retirement plans.

Most of our parents did not adequately prepare for their retirement living expenses. It was a source of great stress for them so we intervened to help create a household budget and retirement income/expense forecast. Their situations looked dismal – especially considering the many retirement issues that most retirees are not even aware of - but our background in financial services and retirement planning enabled us to identify many strategies to help them have a more financially secure future.

Once we began to search for information, we could not find a website that had good comprehensive information covering retirement planning subjects. We were looking for an integrated and unbiased source of retirement information on-line, a place that would facilitate helping the average American household optimize for retirement by providing free, comprehensive information presented in an impartial way.

Not finding one, we chose to create NewRetirement.com. NewRetirement today is a foundation upon which we will realize a larger vision of being an advocate for retirees and seniors by providing education, services, decision support systems, and community. We welcome and encourage your feedback. Click here to tell us how to improve our service and make it work for you.

We hope we have created a service that helps secure your future in retirement.

Sincerely,
Stephen Chen

The NewRetirement.com Team

The NewRetirement.com team consists of devoted adult children of retirees. We hope to assist hard-working Americans who, like our parents, are already retired or involved in retirement planning. Our aim is to help you enrich your retirement plans. We intend to educate you about your retirement options and help you evaluate these choices. Then, you can make the best decisions in your own retirement planning.

The NewRetirement.com team is made up of people that have experience and education from several nationally-known organizations. Among these are Charles Schwab, JP Morgan, Embark.com, Wells Fargo, E-Trade, The Princeton Review, BusinessWire, AllAdvantage.com, Insurance.com, Viant Consulting, Williams Sonoma, Seer Technologies (IBM/First Boston), US Web, and many others. Among the educational institutions are Standford's Graduate School of Business Administration, the University of Michigan's Graduate School of Business Administration, Boston University, Haverford College, Carnegie Mellon, and several others.

  • Stephen Chen, Operations and Management
  • Paul Lowrey, Marketing
  • Connellan Coxwell, Product Management
  • Daryl Habberstad, Technology
  • Tim Chen, Business Development
  • Jason Berman, Client Services