Financial planning tools and services to put you on the path to the future you want
Your guide to financial planning and retirement
Connect with peers and experts
Get to know the people behind the company and the mission behind the work
Offer financial wellness to the people at the heart of your business
We care about your privacy and want you to feel comfortable and secure in your use of our site.
At NewRetirement, Inc. (“NewRetirement.com”), we care about your privacy and want you to feel comfortable and secure in your use of our site (www.newretirement.com). That is why we do not sell or share personal information about you with other people or non-affiliated companies apart from providing products or services you have specifically requested.
If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact our U.S.-based third party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request.
Personal Information – this is “individually identifiable” information you provide to us when requesting information through our site.
We collect and use personal information about you to respond to any requests you make for information, products and/or services offered through this website. We may also collect information in order to inform you about products, services, and other opportunities we think will be of interest to you. Even though some personal information we gather from you may be considered publicly available through government records or other public sources, we treat all personal information submitted by you as nonpublic personal information.
The information we collect may be from the following places:
We do not sell and share personal information about you with other people or non-affiliated companies apart from providing products or services you have specifically requested or under the following conditions:
Product or Service Requests – If you enter a request for a financial, insurance or other product or service offered through this website with your consent, we will share personal information included in your request form, such as your name, email, physical address, telephone number, and property information, with lenders and partners in our provider network who offer the product you inquired about and like products with similar benefits to process and complete your request. Everyone on our network of providers, including banks, brokers and other firms has entered into a marketing agreement with NewRetirement.com and are required to comply with state and federal privacy laws and regulations.
NewRetirement.com and Partners on our provider network may contact you by telephone (including calls to a mobile phone or calls made using automated dialing), email, direct mail or any other method they may deem appropriate based on the information you supplied to us in order to process and complete your request, even if you have opted into the National Do Not Call List administered by the Federal Trade Commission or any state equivalent Do Not Call List. If any of these firms calls you by telephone and you wish not to be contacted again by that firm, then you should notify that firm that you do not wish to be contacted again. If a firm ignores your request and contacts you again, please contact us immediately by sending an email to NewRetirement.com Customer Service. Please note that the lenders and other firms may maintain the information you provided whether you choose to use their services or not.
Vendors – We sometimes share some of the information we collect with companies, such as marketing partners or other third parties that provide certain services for us such as marketing services, data verification and live chat. We may use the personal information that you supply to us and we may work with other third parties to bring selected retail opportunities to you via direct mail, email and telemarketing. These companies only have access to personal information necessary to deliver their service, and may not share it with others or use it for any other purpose – these limits are specified in confidentiality and other legal agreements with us. If you do not want us to share your personal information with these companies, contact us at Customer Service.
We partner with a third party to either display advertising on our Web site or to manage our advertising on other sites. Our third party partner may use technologies such as cookies to gather information about your activities on this site and other sites in order to provide you advertising based upon your browsing activities and interests.
To opt-out of interest-based advertising by participating companies in the following consumer choice mechanisms, please visit:
Please note this does not opt you out of being served ads. You will continue to receive generic ads.
With the exception of transactional email messages confirming or following up an action you’ve taken on our website, such as requesting information or registering a “Retirement Planner” account, NewRetirement.com will only send email communications to you if you opt to submit your email address to us or register to receive them. With the exception of transactional email messages confirming or following up an action you’ve taken on our website, such as requesting information or registering a “Retirement Planner” account, NewRetirement will include an opt-out opportunity to unsubscribe in all email communications; you may also opt out on our unsubscribe page. Sometimes, you may also receive emails that advertise NewRetirement.com’s services from third party publishers. We do not tolerate Spam and have established firm rules for dealing with any third party email services to ensure that advertisements for NewRetirement.com are not sent out through a “Spam” mailing. Any third party email publishers that refuse to abide by NewRetirement.com’s anti-Spam policy will be dropped as service providers. If you want to stop receiving emails from a third party, you should follow the opt-out instructions included in the third party email so that you will not be included in any future mailings. If the third party email publisher is unresponsive to your requests, please let us know at NewRetirement.com Customer Service.
As is true of most web sites, we gather certain information automatically and store it in log files. This information may include internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and/or clickstream data.
We may combine this automatically collected log information with other information we collect about you. We do this to improve services we offer you and to improve marketing, analytics, and site functionality.
Framing – Some of our pages utilize framing and/or masking techniques to serve content from our partners while preserving the look and feel of our site. Please be aware that you are providing your personal information to these third parties and not to www.newretirement.com.
Google OAuth, Facebook Connect or other OpenID provider – You can log in to our site using sign-in services such as Google OAuth, Facebook Connect or an Open ID provider. These services will authenticate your identity and provide you the option to share certain personal information with us such as your name and email address to pre-populate our sign up form. Services like Facebook Connect give you the option to post information about your activities on this Web site to your profile page to share with others within your network.
Testimonials – With your consent we may post your testimonial along with your name. If you want your testimonial removed please contact us at Customer Service. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why.
The security of your personal information is very important at NewRetirement.com, and we take a number of steps to safeguard it. For example:
No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, we cannot guarantee its absolute security.
If you register or otherwise opt to receive communications from us, such as completing an online form, we will periodically send you newsletters and other e-mails featuring educational information, special offers, and other members-only benefits. If you would like to stop receiving these communications, please let us know by clicking here to unsubscribe or send an email to NewRetirement.com Customer Service (you may also opt-out by clicking on the unsubscribe link in our emails). Our email database is updated regularly. However, you may continue to receive email communications from us up to ten business days from the time we receive your unsubscribe request.
NewRetirement.com does not knowingly collect information from children under the age of 16. If we learn that we have collected Personal Information of a child under the age of 16, we will delete that data from our systems.
Upon request NewRetirement Inc. will provide you with information about whether we hold any of your personal information. You also have the right to amend or update inaccurate or incomplete personal information, request deletion of your personal information, or request that we no longer use it. Under certain circumstances we will not be able to fulfill your request, such as if it interferes with our regulatory obligations, affects legal matters, we cannot verify your identity, or it involves disproportionate cost or effort, but in any event we will respond to your request within a reasonable timeframe and provide you an explanation. In order to make such requests of us, please contact NewRetirement.com Customer Service. You can also write us at the address below and request that your personal information be updated. We will respond to your request within a reasonable timeframe (no more than 45 days).
We will retain your information for as long as your account is active or as needed to provide you services. If you wish to cancel your account or request that we no longer use your information to provide you services contact us at Customer Service. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.
By sending an email to: email@example.com
By sending a letter to: NewRetirement, Inc.Attn: Customer Service1 Belvedere Drive, Suite 200Mill Valley, CA 94941
Data Protection Officer: Danielle Jackson
Last updated: December 15, 2023
Our weekly newsletter full of inspiration, podcasts, trends and news.
© 2024 NewRetirement, Inc. All rights reserved.
Disclaimer: The content, calculators, and tools on NewRetirement.com are for informational and educational purposes
only and are not investment advice. They apply financial concepts in a general manner and include
hypotheticals based on information you provide. For retirement planning, you should consider other
assets, income, and investments such as equity in a home or savings accounts in addition to your
retirement savings in an IRA or qualified plan such as a 401(k). Among other things, NewRetirement
provides you with a way to estimate your future retirement income needs and assess the impact of
different scenarios on retirement income. 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.