What Users Say About NewRetirement

This is just a sampling of the very kind words we hear from users every single day. We appreciate the feedback (both positive and constructive), and it inspires us to keep providing the best retirement planning products, information and services!

Very good tool!!
Easy to use and is continuously improving.

December 2, 2021

I have found it to be comprehensive, it provokes me to look at things I might have overlooked, and it does an outstanding job of not only providing the data, but explaining it. The multiple scenario capabilities have been directly useful to me as I consider whether to keep working full-time or shift to gig work as I ease toward retirement. I’m 59 and my wife is 62, and more than any other retirement planning and calculation tool I’ve looked at, this one is far and away the best. I also enjoy the articles and other supporting information that’s provided ongoing.
December 1, 2021

It’s the best program out there. I have shared it with many friends who are looking to prepare an excellent plan. Your improvements continue to be superb as well! Families can prepare plans that are equal to or actually better to what you would pay financial planners.
November 29, 2021

Easy program to use, captures most finances. Would be better if tax rate changes in 2026 were included.
November 29, 2021

Ease of use, comprehensive analysis – easy to understand results, a lot of flexibility with inputs and results.
November 29, 2021

Comprehensive, flexible, easy to use, good price!
November 28, 2021

Valuable information for anyone, especially those within 5 years or less of retirement. Helps to start the thought process of the complexity of retirement planning.
November 28, 2021

I am impressed by the depth and width of the calculator and also the fact that it is steadily being improved.
November 28, 2021

You provide very good information in an easy to read manner.
November 27, 2021

Best retirement planner I’ve found.
November 27, 2021

I have already recommended the planner to my daughter and son in law. Very extensive features, easy to follow instructions, good amount of flexibility to customise for particular situation. And valuable features keep getting added.
November 26, 2021

I enjoy using the program and it’s very close to what my advisor comes up with
November 26, 2021

Very informative articles and retirement tools
November 26, 2021

It’s 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

I’m finding it to be a great tool as I start to think about the next decade or so of my life. I’ll be 50 soon, and we’ve been working towards retiring at 58. Being able to visualize how things might play out in different scenarios has been incredibly helpful.
November 22, 2021

It’s a great tool and the frequent emails with relevant content are useful.
November 22, 2021

The data presented is all good for current or future retirees
November 21, 2021

Initially, it would have been a 4. Now, 10+ after having attended Nancy Gates training, Your Financial Journey 101 and going through a 1×1 coaching session with her. She along with Davorin are awesome at explaining and answering questions regarding the features of the Planner. I was initially lukewarm, not really understanding/appreciating how robust a feature-set the Planner has. 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

Ease use
November 21, 2021

Planner is easy to use and update. Supplemental resources are vey helpful. Really appreciate the constant effort to improve the tool.
November 21, 2021

Best of class
November 20, 2021

Outstanding service. I’ve looked at many retirement tools and have found nothing even close to New Retirement. Very comprehensive and looks at retirement from every angle. I’m a very happy customer.
November 19, 2021

Excellent content. The Planner Plus tool still needs some tweaking.
November 19, 2021

I love the many variables to manipulate.
November 18, 2021

Great tools to help you all along retirement. Easy to use and realistic data.
November 18, 2021

My 401k company provided a review of my portfolio and the results from the information I placed into the NewRetirement planning tool closely matched. Granted there are always ‘unknowns’ that occur, but for the most part I am assured I’ve done the proper planning for retirement
November 18, 2021

Best retirement planning tool I’ve come across.
November 18, 2021

It is helpful to use New Retirement as an additional tool to confirm my financial readiness to retire
November 18, 2021

November 17, 2021

Very detailed parameters and settings
November 16, 2021

It’s very easy to use and look good.
November 16, 2021

Very well don program.
November 16, 2021

Wide range of information and functions provided.
November 15, 2021

Best comprehensive planning software on the market
November 15, 2021

Hi Steve, I find New Retirement to provide a comprehensive and complete toolkit for retirement planning purposes. I have been a subscriber for a few years and look forward to the new changes. I have pointed several people to New Retirement especially in the last few months – Once at an investment conference as folks were asking about platforms and tools available for retirement planning. I have been pleased with the addition of the Roth conversion modeling tool – very helpful to analyze the tax impact related to keeping assets in a tax deferred account or converting it to a Roth. I just saw the change you made to the rate of return models now by account. I need to understand it better – one of the changes I would welcome is being able to allocate a rate of return by asset class in any given account. Meaning, every one of my accounts holds equities (large, mid/small cap, domestic and international, fixed income (different duration), and REIT. Assigning a realistic rate of return by asset class (broken down at a granular level) would be most helpful to assess return and risk over time. Perhaps I need to establish multiple accounts in NR by asset class – this would be very time consuming. Also, I use a bucket strategy to manage my cash flow in retirement – just retired 4 months ago. I am always looking for new and efficient ways to manage the flow of the buckets. Happy to chat. All best and thanks for creating New Retirement. Paul
November 15, 2021

I have already referred five or six people because the interaction with the platform is pretty easy without any special knowledge and the support is there if needed. It also appears that you are working to continously improve the service.
November 14, 2021

So far, a really good product. Great interface. Lots of features and allows for multi variable analysis with different outcomes. Much, much easier than the spreadsheet I was trying to build out previously. I have a degree in Accounting and teach Info Tech now including Excel. It is exactly what I was looking for.
November 13, 2021

Nice product. It answered some questions I have been trying to figure out. I’ve already told two friends who are my age/retirement age about newretirement.com. The other reason I chose 10 is because unlike other sites/surveys where 10 is extremely likely I don’t consider myself an extremist, so I never pick 10 when it means extremely anything
November 12, 2021

It is a very helpful tool and it helped me understand my financial picture clearly. It is pretty easy to use. The price is right as well.
November 12, 2021

The tools are easy to use, comprehensive and provide very insightful planning information.
November 12, 2021

Great information on a regular basis and a great calculator,
November 12, 2021

The retirement planning tool is very helpful. It would be nice if the price does not increase year after year.
November 10, 2021

Great program, easy to understand. Lots of good information.
November 10, 2021

The clarity, ease of use, and non-commercial (trustworthy) nature of your business and calculator.
November 9, 2021

Very useful information!
November 8, 2021

Very comprehensive and detailed interactive planning tool, which allows inputs for virtually any type of scenario. Really like the ability to create and save multiple hypothetical scenarios. Various levels of help and financial advice are available. Overall responsiveness and customer support is excellent.
November 7, 2021

Excellent planning and modeling of different scenarios. Have already recommended it to a friend
November 7, 2021

Great calculator but I’m not relying on it because I am uncertain of how my entries are treated. I’ll get with a coach to clear this up. Great product and services. Best out there.
November 7, 2021

Great, no fee retirement planner. I will likely upgrade to the paid version as I get closer to actual retirement.
November 6, 2021

Comprehensive, taking into account the differences for IRA, Roth, Normal brokerage accounts. Tax impact is helpful.
Details behind the monte Carlo simulation would be helpful to understand the range of parameters and expected scenarios of a large negative

November 6, 2021

Helpful Information
November 6, 2021

Comprehensive analysis, simple inputs.
November 6, 2021

This program helps provide me a clear picture of my finances for retirement. It’s not perfect, but it is thorough, and I believe tries to be as accurate as possible.
November 5, 2021

NewRetirement is really easy to use (and it’s’ especially easy to get started), and yet it also offers the most comprehensive set of inputs that I’ve encountered… in fact, it’s the only retirement calculator/planner I’ve encountered so far that let’s me model everything I want to model.
November 5, 2021

Updated info and trends are great! Forward thinking is encouraged.
November 5, 2021

Seems like a good planning tool and easy to use. I like monte carlo simulation option.
November 4, 2021

Broad range of variables to manipulate for retirement planning not available in most calculators. Good variety of resources and articles.
November 4, 2021

I learned retirement planning is difficult and complex.
I discovered NR and became sold on the product.
Michelle Dash has helped!
I have recommended it to several siblings and colleagues.
TY Steve
Nick Spiegl

November 3, 2021

It really takes so much into account as far as retirement planning. And I haven’t even tried the paid subscription yet!
November 3, 2021

The Roth module took many factors into consideration
November 3, 2021

Easy to use- coaches are great
November 3, 2021

Pretty thorough and easy to read and follow.
November 3, 2021

I think your app is super! But, unfortunately, not everyone likes to think about their retirement.
November 3, 2021

I really like the overall look at the finance and how it will play out in retirement. Not sure I like the yearly fee.
November 2, 2021

I had been looking for a website that would verify our costs and financial situation to 95 and your website did it so well, I have used it to try out a number of scenarios and it has been so helpful. Great improvements made all of the time. Thank you!
November 2, 2021

It’s very helpful at a reasonable price
November 1, 2021

I would definitely recommend this to a friend or anyone who asks me about retirement planning. so much info in one place. I was using a ton of retirement calculators to try to gather all the info y’ll provided. Thanks. 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 you’re brave enough, direct interface with your financial institutions. Bravo!

November 1, 2021

NR is an absolutely amazing value at $96 a year. You can model retirement and see how different tactics play out.
November 1, 2021

While I have not yet explored all of the site content the tools and information I have reviewed has been useful. Tools are user friendly and site is laid out in a way to make materials easy to find
November 1, 2021

Loved how easy it was to get started on the software with that wizard. I actually felt I had a more tangible sense of my financial situation in about 30 minutes.
November 1, 2021

Robust program.
November 1, 2021

Good tool for consolidating retirement planning. Resources for support. 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 can’t feasibly replicate on your own
November 1, 2021

good product, easy to use
October 31, 2021

It provides information in an understandable way, and I know so many people who are basically adrift. So-called professional advisors break the primary do no harm rule of being a fiduciary by taking a huge and unwarranted slice of AUM. That’s just wrong, and this tool helps fight back.
October 30, 2021

The site gives good advice to those planning a retirement, not just taking it as it comes. It helps a person yo think through the issues involved.
October 29, 2021

Because its comprehensive.
October 29, 2021

Great overview of retirement planning
October 29, 2021

Great overview of retirement planning
October 29, 2021

This is one of the most detailed calculators out there. Most do not include important information to help with a detailed idea of how secure your retirement will be.
October 28, 2021

excellent articles and retirement calculator
October 28, 2021

Already suggested a few friends to try and use it , site is very well done
October 28, 2021

Easy to use, seems very accurate and detailed. Will give you a good understanding as to where you stand with your preparedness for retirement.
October 28, 2021

Very informative
October 27, 2021

Great tools and always being improved
October 27, 2021

Have been very satisfied with the content and articles provided.
October 26, 2021

Putting everything together and being able to kind of predict where we’ll be at certain times of our retirement has been so helpful. I wouldn’t be able to do this on my own. So seeing everything – bills, medical care, etc – makes it much easier when I can look on different screens and see everything all at once.
October 26, 2021

It’s comprehensive and provides all the tools one would need to adequately plan and assess retirement goals and progress in achieving them.
October 25, 2021

Powerful analysis tools that I can use myself to review multiple scenarios.
October 25, 2021

The program is easy and complete
October 25, 2021

Great tool.
October 24, 2021

I have already told a few friends
October 24, 2021

A very good tool to see what your future estimated finances might look like.
October 24, 2021

Plenty of pertinent info for anyone planning for a successful retirement.
October 22, 2021

Easy to use and very helpful.
October 21, 2021

At both the micro and macro level, the New Retirement tool(s) are extremely helpful in guiding anyone through scenarios to assess retirement readiness; revise retirement savings strategies; and/or think through numerous variables that you may/may not have considered.
October 21, 2021

As a software architect I very much appreciate the tremendous amount of thought, work and focus on the user community that is reflected in your product. Your entire ecosystem, the facebook group, podcasts, office hours is an excellent approach, that I haven’t seen in any of the competing products. Furthermore, the price is very competitive. Keep up the excellent work you are doing.
October 20, 2021

I have told a few friends about New Retirement services.
October 20, 2021

Very simple to set up and use, have already told several of my friends about you.
October 20, 2021

I think having one place to organize the advent of a retirement plan is a winning idea.
October 19, 2021

I am new, so far it looks great
October 19, 2021

I think it is a good product to help me think where we need to focus don for retirement
October 19, 2021

Best planner I have used.
October 19, 2021

It has great detail of the expenses and taxes that not all calculators have.


The ongoing cost does give me pause and likely would for more of your target audience. I have already early retired and I don’t need this detail every year.
October 19, 2021

Good tax planning features. I can model a Roth conversion(s) and see lifetime tax impacts. It’s opened my eyes about the necessity to execute Roth conversions to transfer wealth effectively.
October 19, 2021

New but very impressed
October 18, 2021

Very helpful, good information, tools to see where you stand with retirement.
October 18, 2021

To date it is the best planner I’ve used.
October 18, 2021

The site is very detailed and helps me with different scenarios to plan on when to retire.
October 18, 2021

There are a lot of knobs to use for checking out many aspects of saving, rate of return and gliding into retirement. I am an engineer and have used Monte Carlo systems for forecasting and simulations – and New Retirement – has one of the best that i have used to date.
October 17, 2021

Good, easy-to-use information
October 17, 2021

Interesting subjects for the uneducated soon to be retiree
October 17, 2021

Great tool for retirement planning. Very comprehensive.
October 16, 2021

People who really care.
October 15, 2021

Great program!
October 12, 2021

It’s a fairly detailed calculation and projection. If retirement planning is your goal, it’s certainly the best free tool
October 12, 2021

Very educational.
October 12, 2021

I have already recommended to several friends. It really helped me know just where I stood financially. I also like many of the articles.
October 11, 2021

Ease of use. Multiple scenarios. 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 haven’t worked with the premium (paid) version yet, but the free one has been very helpful for our personal retirement projections…and more helpful than other options available. As a financial coach, I would recommend this to my clients. I’ll be subscribing soon to the paid version to fine-tune things and learn more. I also enjoy the email articles.
October 10, 2021

I have been using this program since I retired 3 years ago. I use it as it is designed, tracking all my income and expenditures. It has given me great confidence that I saved enough to live a comfortable retirement.
October 9, 2021

very helpful to get an idea how your finances will look in your golden years
October 7, 2021

ease of use, range of features, great suggestions for taxes, net worth, and even the beta for roth conversions are helpful. great product with wonderful sources for additional research
October 6, 2021

It’s the most robust, granular retirement planner I’ve found after extensive searching
October 5, 2021

I ran my data through your product and the result was consistent with a current report produced by a financial advisor. Your site is very informative and very easy to use. It has very good prompts to refine data and make the input more complete and accurate.
October 4, 2021

By filling out the forms you are introduced to what is important when planning your retirement. You can then experiment with your inputs and observe how the outcome may change.
October 1, 2021

Excellent software product and timely articles on retirement.
October 1, 2021

ease of use and accuracy when compared with a randomized mode I construed in Excel. Comprehensive set of parameters and conditions, with a Turbo-Tax-like set of menus.
September 28, 2021

I appreciate the fact that New Retirement calculates the taxes, medical expenses … and explains the assumptions. I like the ability to do different scenarios, Roth conversion calculations. And, I stay because of the constant updates.
September 27, 2021

I believe it to be the most comprehensive source of retirement planning resources, information and DIY planning tools available anywhere for those of us who want to fully understand the financial decisions we are making and their potential impact on our future. I have absolute trust in the integrity of the information they provide, knowing that they are working for US and not marketing a product that stands to profit others at our (retirees) expense.
September 26, 2021

Very simple to use and puts all the numbers in the right places. Thanks so much
September 22, 2021

I am a DYI kind of guy. No one cares about my money more than I do – I have spent good money for financial advisers and counsel to help understand retirement. It has pretty much confirmed my decisions and direction. I like New Retirement Planner as a tool (best one I have found) to help forecast my retirement. Thank you
September 20, 2021

Best retirement planning tool I’ve found (and I’ve tried several). Leads through/ clearly explains setup, covers all of my needs, doesn’t coerce you to link accounts. I’ve already recommended to friends.
September 19, 2021

Terrific asset, income, and expense management tools. Excellent forecasting and projection models for every scenario. Really empowers an individual to take control of financial planning without having to link all of your financial accounts to it.
September 18, 2021

A great way to plan and monitor your finances. I thought it was great when first used over a year ago. The program and services continue to improve and expand. Keep it up.
September 18, 2021

I chose 10 because everything is straight forward and easy to use. New Retirement is adding new features periodically as the listen to their customers.
September 17, 2021

Best program I have ever used. Very comprehensive and gave me the confidence to retire five years ago. I have sent your link to dozens of friends and family.
September 17, 2021

The calculators are very insightful. Easy to use. Gathers the main influencing factors to forecast success. Has the flexibility to input various scenarios for improvement. Almost as good as a Financial Advisor. Even the advisors are using this software. It could improve by providing definitions.
September 15, 2021

I think that it includes all of the various details about someone’s financial status. It does a good, free analysis. It also has a series of reminders about important things you might have forgotten. Some are non-financial, like healthcare directive, but all are important issues. Plus, there is an option to pay for more options and more analysis.
September 15, 2021

I’ve told a dozen or more friends and family about NR. Finding NR, fully using it (and the many helpful articles) prior to our final retirement decisions was enormously helpful & assuring. I was seeking and found the product I could use with confidence as 2nd/3rd opinion, validator, and realistic detailed living scenario tool

September 15, 2021

Because I love that I can input data for my husband and myself and get an accurate picture of where we stand financially. I am still working, but find comfort in the fact that according to your website I can retire if I want to and we would be fine financially.
September 14, 2021

The tool has many features that I am looking for and I also appreciate the Private New Retirement Facebook Group to help optimize the use of the software tool.
September 14, 2021

It really is a great tool at a reasonable price. I love the monte carlo tool, and use it to test various scenarios.
September 14, 2021

The application is easy to use, considers many variable, allows for numerous what-if scenarios, and is constantly improving. It is money well spent as I prepare for retirement!
September 12, 2021

It’s informational and educational compared to 3 different financial advisors I worked with previously
September 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. When something changes in my life or my thinking, bingo! I just change assumptions and see if I can live a little longer than my money!
September 11, 2021

I am so impressed with how thorough NewRetirement is, and the information it has provided me. In particular, NewRetirement modeled my own and my wife’s future potential Long Term Health Care costs. Showing this possible future expense gave us the confidence to retire.
September 9, 2021

It’s the best planning tool I’ve come across.
September 9, 2021

I have searched out many retirement calculators and find yours to be the best out there.
September 9, 2021

I have over the years used several retirement planners and I feel yours was the most comprehensive and gave the most reasonable and understandable results.
September 7, 2021

Provides accurate and power insights into my financial situation while at the same time being easy to use.
September 7, 2021

Interesting analytical tools, options for help, optimistic and pessimistic return criteria. Would like to see model portfolios depending on risk inputs and an nua calculator for shares held in an esop for potential IRA rollover.
September 6, 2021

I love the completeness of the site and the ability to run multiple scenarios. Most sights are not nearly as granular. You can go as detailed as you want on your site. Also the support is much better than any other financial site.
September 5, 2021

Easy to uses and helpful information shared
September 4, 2021

New Retirement is easy to use and provides critical insight to savings needed to support the planned retirement lifestyle.
It is helping guide my Roth conversion strategy in light of the disappearance of the stretch IRA

September 4, 2021

The NR planner is a cost-effective way to track and analyze one’s financial plan. Previously separate financial accounts are now in one place. Retirement expense estimates are better understood based on my current expenses. And suggested plan improvements can be analyzed.
September 3, 2021

I have used the subscription version and find it very helpful.
Compared with the plan from my CFP, it is just as detailed.
Have recommended it to other friends.

September 3, 2021

Very satisfied with format and charts(easy to understand)
September 3, 2021

I really like the information and all the tools that bring it to me. I have gathered more knowledge from NR on retirement than any other site.
September 3, 2021

The New Retirement system is the most comprehensive retirement planning tool there is. An outstanding bridge between DYI and paying for professional advice.
September 3, 2021

Such a nice and complete site
September 2, 2021

NR has been a phenomenal tool for my husband and me in planning not just our retirement years but in evaluating current decisions (such as a relocating from northern CA to SoCal) as far as how they would impact our future. Also, seeing everything laid out helps us feel more knowledgeable and in control of our present lives and our future, helps us in our communications w our CPA, financial advisor, and keeps us on budget! I truly appreciate your work in making this tool available for all. 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. Thank you!
September 1, 2021

This tool is the most advanced in the industry (available to retail clients) and offers incredible insights even in the free version.
August 29, 2021

Great planning tool. Takes time, but seems thorough.
August 29, 2021

It is a good tool and provide good inputs and advices for retirement planning with reasonable price. The beta version of Roth conversion and Monte Carlo simulator is also very useful.
August 28, 2021

I have the paid version of New Retirement and it has been very helpful to me in what if planning/analysis. . I recently suggested my sister tru New Retirement free version as I think it could give her and her husband good idea of different scenarios. I will also recommend to my two other sisters.
August 28, 2021

Exceptional tool to test scenarios- when to take social security; Roth conversions; savings rates. Best tool I’ve seen.
August 26, 2021

I find New Retirement fills most all my retirement planning needs currently. I also believe once several of the requested, priority changes are implemented the product will become more useful. I find it one if the most comprehensive retirement calculators currently available. I hope to influence development of new features that improve the applicability of the product for myself and other current and future users.
August 25, 2021

Best tool for the DIY financial and retirement planner I have found in 20 years.
August 24, 2021

It is a good baseline to prep a novice and supply said novice with useful data which can be helpful.
August 24, 2021

Easy enough if you are patient and work through each area thoughtfully. Not just a generic plan. Customizable and flexible with wonderful options and scenario building. Makes me feel confident in my plans!
August 21, 2021

I really like the total aspect planning. I like the detail input capability along with analyzed results and nice graphics.
I like seeing best vs worst case graphics. I like Social Security information, I like Roth conversion information.

August 21, 2021

Very useful app for managing revenue and expenses. Ability to analyze impacts to budget and taxes very helpful in planning.
August 20, 2021

Most useful retirement planner I have used.
August 19, 2021

very easy to use and great tool to visualize plans
August 18, 2021

I have already suggested Newretirement
August 18, 2021

NewRetirement provides the best retirement calculator I have ever used, and the information on the site is very helpful in learning about retiring well.
August 18, 2021

it is a very easy to use
August 18, 2021

Simple and concise tool to use for retirement planning.
August 18, 2021

It gives you a good idea of what to expect during retirement.
August 17, 2021

There’s plenty of information that’s helpful.
August 17, 2021

I think New Retirement is an excellent tool and I have found the insight it provides me very useful. As someone contemplating retirement in the next couple years, it is very helpful to see what my spending expenses, taxes will be like and t have an idea of how I could effect an effective withdrawal strategy. Excellent features and functionality . Given I plan to retire in Canada, I’m looking forward to any enhancements that may improve my ability to forecast my outside the US retirement. I have already recommended New Retirement to a couple of friends. Looking forward to future innovations.
August 17, 2021

NR planning tools provide lots of options for completing a well thought retirement plan.
August 17, 2021

Very thoughtful and well-informed approach for all types of investors. Integrity. And great tools.
August 16, 2021

A good place start to get ready for retirement.
August 16, 2021

Continual improvements and enhancements made since I began using this tool. It helps to looks at various alternative scenarios without hearing a sales pitch from investment advisors.
August 15, 2021

The site is very thorough and I feel among most credible and expert available for retirement planning.
August 15, 2021

I’m still learning the software and so far I’m very very impressed at both the current software version and your willingness to listen to what additional features customers would like to see. The support I see is fantastic. I attended a live demo that Michelle hosted and she was great. I’m look to engaging more and am now looking into a coaching session to go over how I might us the planning software to its fullest. A separate feature allowing for sequence of returns risk is something I believe is a must to stress test the plan
August 15, 2021

A great tool for planning and managing one’s portfolio both before and after retirement.
August 15, 2021

I have already shared your website and will keep doing so with people I talk to about budgeting and retirement planning
August 15, 2021

This is a awesome site for running your investment retirement numbers, I Love the articles and in sight. I recommend this site all the time! Thank you for starting this journey and allowing us to be apart of it!
August 14, 2021

I have used the program extensively and I know it to be easy to use and very useful. I have recommended it to over 20 friends already.
August 14, 2021

NR is a great, professional and easy way to track your finances. Their extra info on many and varied topics such as downsizing and travel are helpful and interesting.
August 14, 2021

best i have used,
August 14, 2021

I like the fact that info is emailed/updated weekly. The topics covered are often helpful, and the retirement calculator is helpful as well.
August 13, 2021

Best free app available.
August 13, 2021

Close to retirement and lots of informative articles
August 13, 2021

I am trying to be better informed and this has been helpful to me as I learn.
August 13, 2021

Has the key essential features needed for establishing a sufficiently robust retirement model.
August 13, 2021

The tool is easy to use and has a logical step by step process to follow. It asks all the questions that need to be asked.
August 11, 2021

Great financial planning software geared towards building a successful retirement.
August 10, 2021

Best financial planning calculator by far.
August 10, 2021

Best, most thorough calculator I have found. Amazing amount of inputs and output as well as support if needed. Breaks down spending, income and taxes in detail but easy to understand. Flexibility to run multiple scenarios and save for comparison.
August 9, 2021

Good articles and good modeling. The only thing I find bothersome is that there is little direction given in the planner for optimistic versus pessimistic assumptions on rate if returns and inflation. Slight variations on these have huge impacts on results. For that reason the user should be better guided.
August 8, 2021

Ease of use and ability to handle tax free and tax deferred retirement accounts.
August 8, 2021

Easy to use. Low cost. Feels good to have a solid plan. Having the ability to model different approach’s to taxes is huge. I want to stay in the 12% bracket and the software helps me plan that.
August 7, 2021

I find the information interesting and helpful.
August 7, 2021

I find the plan to be very detailed and easy to use. I am already 6 years into retirement and wish I had this to use as I was planning prior to retirement. I really like the Roth Conversion tool.
August 7, 2021

Most comprehensive planner I have seen and not a sales job to sell you investment and planning services
August 6, 2021

Your app is a great balance of power and usability, at least for me. You have to persevere to make it all the way up the learning curve but it is well worth it. I recommended it to my financial advisor.
August 5, 2021

This site has some of the best and up to date information for planning for retirement
August 4, 2021

I really like the planner feature.
August 4, 2021

Easy to use, realistic and informative
August 3, 2021

The best and most comprehensive retirement software that I have used. Very user friendly and very accurate.
August 3, 2021

It is the best retirement financial program out there and I’ve tried quite a few.
August 3, 2021

Great forecasting tool
August 1, 2021

July 31, 2021

My personality is one that likes to research things before I make a decision. Retirement is a huge decision and being able to move the numbers around at my convenience is helping me understand what my chances of success will be.
July 31, 2021

Great tools and detailed planning. Very thorough.
July 30, 2021

great informative site
July 29, 2021

Last August, I was laid off from a Corporate job at the age of 58. My original plan was to work to at least 62 and while I thought that I was in good shape, we hadn’t done any retirement planning. Your tool along with the community that I feel with podcasts, facebook and Michelle’s responsiveness has given me the confidence to know that I can retire now if I choose even with a son mid-way through college. The tool allows me to control the inputs and create what if scenarios that the various financial planners that we have talked to do not. We have still decided to work with a financial planner for now and pay the AUM fee because the deaccumulation phase is so very scary. Thank you for your entire product ¦ it is much more than just the calculator itself.
July 29, 2021

like the overall product. Able to use the software with ease
July 28, 2021

Wonderful tool. Gave me peace of mind that I could retire. I have already recommend to others.
July 28, 2021

This is the best financial planning application that I have found. The interface is easy, it captures all financial accounts, and insight library is very informative.












We also engaged with Bill Smith for financial planning sessions. These sessions were awesome. Bill asked good questions, provided great advice and really made us feel comfortable with our plan. I don’t know where else we could have easily got that help.












New Retirement is the best. It has given us better insight into our financial situation and made us feel so much more comfortable about our retirement decisions. Thanks !!!
July 28, 2021

Very nice retirement planning program. Looking forward to trying the Plus program in the near future when I have more time.

July 28, 2021

great tool that keeps getting better and additional support is awesome!
July 27, 2021

The information on New Retirement is interesting and important to people that are getting ready to retire or already retired.
July 27, 2021

I like the dashboard and the way it presents the data. I haven’t purchased the premium but am considering it because it appears that it can help you model Roth conversions and the effect it will have on future taxes.
July 26, 2021

I tell people about this all the time. It’s the best retirement calculator I’ve found.
July 26, 2021

Sections for all financials ( assets and liabilities).
Enjoy the optimist and pessimistic views for retirement income

July 25, 2021

I can, I do and I have, recommended New Retirement. Though I think there are improvements to be made in the software – especially in the area of future taxes, as I understand the current programming, and DEFINITELY in the new SSE (I’m not sure it even qualifies as a beta level offering (admittedly, before retiring I was used to dealing with SAP)) . I think the software offers a great deal – especially Plus – just in getting people organized and thinking about retirement. I often find myself walking some basics of budgeting (their current situation) before they can really even grasp the details of NR, but ANYTHING that gets them on the road to planning is goodness and NRP+goes a good job on getting started,
July 25, 2021

The site is just what I needed as it pulls all the different bits together and gives me confidence I am on the right track. I also love the podcasts and articles. The app can be a bit confusing to figure out where the results came from butwith time I figured it out.
July 25, 2021

I like your web-based experience.


Other computer-driven programs are still based on a financial person asking the questions. You’ve made financial planning more user friendly.
July 24, 2021

Simple to use, structured approach, provides insights that can make a BIG difference
July 24, 2021

It is a great resource . I love the articles and tips and the new retirement planner is incredible in the information it provides .
July 24, 2021

July 23, 2021

I love NewRetirement. I gives me peace of mind that I am financially on track for retirement.
July 22, 2021

Excellent took and more of good info. Happy to pay
July 21, 2021

Good info.
July 21, 2021

very thorough, allows what if, Roth conversion model, shows details of which accounts to use when, etc
July 20, 2021

Easily the best retirement modeling program available. Provides unlimited modeling options allowing to run multiple what if’s.
July 19, 2021

Easy to use. Can you include ticker to track my investments.
July 19, 2021

Been using it for a long time and always improving. And I recommend it all the time even to those trying to sell me their services.
July 19, 2021

This helps me organize and project almost any scenario I can imagine. I feel much more confident managing our retirement.
July 18, 2021

Great level of detail requested from the user to accurately predict possible success of retirement.
July 18, 2021

Tools are easy to use and frequently updated. There is a great mix of optional items and opportunities to tweak or just stick with the basics. The GUI is great and overall worth every penny.
July 17, 2021

Very helpful and very informative in many different ways. I recommend it highly to anyone
July 17, 2021

I recommend it all the time.
July 17, 2021

It’s very easy to use and has all of the needed features.
July 16, 2021

Very interesting topics.
July 16, 2021

Nice software


Question: I am 56, and ss estimated benefit per ss website at full retirement $3,200. The cola kicks, starting at 56, shouldn’t start at age 67. As a result the software inflates to a number much higher than $3,200
July 15, 2021

The site is the most complete data driven site I have seen. If you take the time to understand your personal input and research specifics for your area and planned living situation. There is nothing more accurate out there. Additionally, the support and options for personal help our endless. No excuse for not knowing where you will be and available options for getting the most out of your retirement financially.
July 14, 2021

I have already recommended NewRetirement to several friends, especially those who are hoping to retire in the next few years.
July 14, 2021

Very intuitive user interface and powerful modeling!
July 13, 2021

The best site I’ve seen in a while.
July 12, 2021

NewRetirement provides very good functionality and usability at a price that is reasonable for an individual
July 12, 2021

July 10, 2021

Useful insights, coupled with various retirement roadmaps, which all lead to inspiring confidence when leaving the workforce are your forte’.

July 9, 2021

So far, it is the best retirement planning tool I’ve found. Though also the only one I’ve bought a subscription for. I tried it based on multiple articles giving it high marks.
It is not perfect, but pretty darn good. I very much like being able to run scenarios on my own and explore what ifs. We tried a financial planner but ended up firing him – he was far too optimistic on future inflation and returns.
The biggest flaw with NewRetirement Planner is lumping all optimistic and pessimistic assumptions together – the result is both models are way too extreme and unhelpful. For example, high inflation (pessimistic) and high COLAs (optimistic) are more likely to track one another (with slight lag on COLAs) not occur opposite one another.
The most valuable model is based on the averages which is what I have told others when recommending NewRetirement.
I have told 3-4 friends and family, including my brother who owns a financial business under LPL to check out NewRetirement.

July 8, 2021

Very easy to use the program and seems to be realistic with assumptions!
July 8, 2021

Think a fine tool — especially for an average investor. Would be interesting if a user could simulate at least 1 bear market timing.
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.

July 6, 2021

very helpful and affordable tool
July 6, 2021

Useful information
July 5, 2021

It seems reputable
July 5, 2021

Your tool is the most comprehensive, user friendly calculator and forecasting tool I’ve found. I have used many other calculators and most are very basic. Thanks for keeping it free and updating.
July 5, 2021

Ease of use. Comprehensive. Great insights.
July 4, 2021

IMO the info presented after I enter all my details is so very helpful land allows me to fell more comfortable with my retirement goals.
July 4, 2021

I have recommended New Retirement to several people at work and my brother is visiting this week and I have told him about it. I told them that it helps you track what you have and can expect to have during retirement. It helps guide you through the process and a lot of things that you probably have not considered.
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 think even folks unsophisticated in financial concepts can attempt to get a better initial idea of their present position and future prospects.
July 2, 2021

I would give it a 15 if I could. You guys have done an awesome job and the level of details that I can enter is amazing. I love messing around with the projections and my advisor Nancy Gates was great as well. I will definitely recommend it to others.
July 1, 2021

it’s a great site. nothing compares to it. unique.
June 30, 2021

Gave me the confidence that my plan to retire was sound.
June 29, 2021

Has easy to follow and many options to explore
June 28, 2021

Lots of information that has been I can use for my retirement goals.
June 28, 2021

Best site out there. Easy to use, good insights. Wish it was free, but cost is low, so it’s worth it.
June 27, 2021

This financial tool is the best I have seen. I have been looking for a program like this for a long time. Thank you so much
June 27, 2021

Useful tool; helps sort the critical decision points
June 27, 2021

It is very thorough for retirement planning.
June 26, 2021

Informative and thorough.
June 26, 2021

Easy, lots of information, encouraging
June 25, 2021

Interesting and timely articles and best retirement planning tool I have found after reviewing and using several alternatives.
June 25, 2021

Love your topics. And free retirement planner!
June 25, 2021

I told my Edward Jones broker about this and she passed on to head office. Roth simulator caught her attention.
June 25, 2021

The platform is very user friendly and super helpful for the typical do-it-yourselfer. It’s too bad more people don’t invest the time in learning how to prepare for their future and this is a great resource. Thank you for putting it together.
June 24, 2021

Easy to use and doesn’t take too much time. Gorgeous interface.
June 24, 2021

I have already suggested to a couple of friends that they try NewRetirement.
June 24, 2021

I’ve found it to be the best and most comprehensive tool out there for developing and tracking a retirement plan for a DIY investor. Personally having tried all the major investment/brokerage firms planning tools and none are as detailed and comprehensive as NewRetirement.com. Ease of use is outstanding as well, and having the ability to get a second opinion at a reasonable cost, if desired, is great. Insight planners and Roth Explorer are very powerful planning tools.
June 24, 2021

Comprehensive calculators with many scenarios.
June 23, 2021

The NewRetirement Planner is easy to use. Gives a person so many options to look at retirement scenarios. The program is very accurate as I watch my retirement unfold after each year, The team makes it better all the time. it’s perfect.
June 22, 2021

I have been a big fan of NewRetirement. I have used it to feel confident that I can retire early. I have also shared it with others as well. The analysis is quite comprehensive. I had Schwab run a Monte Carlo scenario and it had less than 25% of the detail.
June 21, 2021

I have used several retirement planners and this is by far the most intuitive and encompassing. Glad to see that there is support and more in-depth analysis if you need that service. There is obviously more functionality that can be developed, but the product as is provides users with great insights. Couple that with the ability to easily make changes and see the impacts is next-level functionality. Great product and keep up the innovations.
June 21, 2021

It is exactly what I was looking for and better thank anything else I have found.
June 21, 2021

I’m using the free calculator now and find it very useful. Will be upgrading to the plus version soon.
June 21, 2021

Very robust planner software with many useful features and functions.
June 21, 2021

This software is good for retail investors to put together a financial plan and understand tax implications.
June 20, 2021

I’ve thought about building a spreadsheet to do what your site does. 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. Keep up the good work.
June 19, 2021

because I find it useful
June 17, 2021

I absolutely love your site. I have learned so much about retirement. I feel confident that with my well designed plan that I am prepared financially to enter this next chapter of life. Your site has afforded me the ability to make informed decisions about the future. Before I felt like I was a ship without a rudder hoping I was heading in the right direction. Thank you so much for a really well designed and affordable tool.
June 17, 2021

I’ve already recommended it to multiple people. I like the ability to create different scenarios to see what that will do to our net worth, along with the other great charts. I also like the addition of average as well.
June 17, 2021

Like the level of detail and control over planning assumptions.
June 17, 2021

NewRetirement resources have helped me better understand my financial situation and establish goals that will help sustain income for the rest of my life. It is a great resource.
June 17, 2021

Visualization of wealth trajectory
June 16, 2021

Thorough, user friendly.
June 15, 2021

I have found the process and the program extremely helpful in modeling the complex and sometimes confusing issues that converge in planning and executing the transition from working full time to working zero time.
June 15, 2021

It helps me visualize and analyze my current financial situation and think about the future.
June 14, 2021

It is the most compressed program I have found.
June 14, 2021

Very simple…New Retirement has tremendous value. New Retirement provides the most comprehensive retirement planning information and analysis framework for the lowest cost in the retirement planning marketplace
June 13, 2021

I already have recommended it to 2 friends.
June 11, 2021

Simple to get started and use. Provides the detailed questions and guidance I need for my retirement planning.
June 10, 2021

Easy to use and displays the data very well
June 10, 2021

Great help, already sent along to friends
June 10, 2021

I am a new user and new to retirement planning. I needed an affordable roadmap to retiring earlier and ensuring I had a plan. I also needed and wanted to learn. This tool is well-organized, easy to use, full of training material and very affordable. So far, I am very much a fan.
June 10, 2021

Easy to use and try different things to consider. Like the articles and videos.
June 9, 2021

Information provided on retirement
June 8, 2021

Very educational and allows in-depth analysis and scenario options. This is a valuable retirement planning and analyzing tool!
June 8, 2021

I have done very well with my investment choices and they provide a wealth of tools and information.
June 7, 2021

Good tool to get a full picture of your financial needs and how to put together a realistic retirement plan. It helped me to realize my early retirement dream. I have recommended it to several friends and will continue to do so.
June 6, 2021

I’m a big fan of your retirement calculator and enjoy many of your news stories.
June 6, 2021

Interesting, you learn something each read
June 5, 2021

I like the completeness of the calculator and the simulations offered.
June 5, 2021

New retirement has made it possible for me to explore different scenarios as I explore retirement options. I have found the site to be the best online tool available. I had previously used a paid financial planner who’s software did a similar job, but his fees were prohibitive. Thanks for a great product and a fair price.
June 5, 2021

You have a very detailed retirement planner for free and offer more enhancements if needed for a fee.
June 4, 2021

Comprehensive, easy to use, responsive support
June 4, 2021

It’s a great comprehensive tool that continues to evolve in great ways.
June 4, 2021

The information is thorough but not biased toward a particular point of view. Also, the links provided excellent supporting documents and resources.
June 4, 2021

NewRetirement is an excellent app……not only did it help me make a decision to retire sooner, I feel more confident than ever before. I know exactly where we stand. There are many features in this app like no other. Once all the data is entered, everything is at your fingertips. I love it! I have referred several friends.
June 3, 2021

By far the most detailed, sophisticated financial retirement calculator that I have been able to find, yet easy and intuitive to use. Have recommended NewRetirement to friends and my Schwab CFP.
June 3, 2021

Very comprehensive planning system. I particularly like the detailed tax analysis
June 2, 2021

You are doing something new in the financial services space — democratizing financial planning and advice!
June 2, 2021

easy to use, not affiliated with a financial product manufacturer
June 2, 2021

I’ve enjoyed working with the NewRetirement calculator for a few years. Lots of great reading from generous people who share their great ideas and experiences preparing for and in retirement. My retirement, thanks to your calculator, looks brighter financially than I ever could have imagined. Thanks Steve
June 1, 2021

I liked the charts and the way retirement income and expenses were presented. It looks like a great tool. I just used the free version and know the subscription version has many more features and is even better for planning.
May 31, 2021

It was a practical and useful tool that was easy to use and provided good insight into retirement planning / timing.
May 31, 2021

I like to run different scenarios and love the Roth conversion tool. I am federal retiree not eligible for social security and this calculator lets me remove it. I also like having optimistic and pessimistic scenarios that I can change anytime.
May 30, 2021

Great insights
May 29, 2021

Helpful planner, useful advice.
May 28, 2021

It gives the total picture of current finances and retirement
May 27, 2021

I like being to modify so many inputs and see detailed results, year-by-year, not just a final value. By the way, just today I told two people about NewRetirement; they both seemed very interested (wrote down the name).
May 25, 2021

I have already recommended the New Retirement site to multiple friends. It’s a great tool to plan for retirement with real numbers.
May 25, 2021

Great tools and support. Knowing someone is available to assist especially with the ongoing updates. Webinar, podcasts and a social network to have questioned answered and asked.
May 24, 2021

It meets my needs. It’s flexible. It seems like a good price
May 24, 2021

The tool has evolved over the years and become a very good estimator of a financial simulation
May 24, 2021

I have been a subscriber from the beginning I am very impressed with the personal service that I received when I couldn’t understand the results reported
May 23, 2021

simply the best free retirement planning tool -no close competition that ive found
May 23, 2021

I really like the tool for its completeness. One key suggestion is to provide a feature that allows a user to get a more detailed explanation for how a particular chart is created. While I understand the general purpose, I still find it hard to accept some of the data without a bit more clarity. It’s also possible that it is all there and I’m having difficulty finding it.
May 22, 2021

This is a very rubost system but affordiable. I like the ability to be able to model different scenarios.
May 21, 2021

good information
May 21, 2021

Great planning tool¦easy to use and very throughout¦
May 21, 2021

Easy to use. It gets regular and significant updates
May 21, 2021

I have barely used your site so far and have already learned a lot from reading people’s comments and using some of your valuable tools on the site.
May 21, 2021

I have already recommended the site to friends.
May 21, 2021

Easy to use but also able to include a wide variety of income and expenses sources and types. They’re are accounting nuances in the reports that can be confusing, lack of ability to specify month/year of income/expenses that can make annual reports misleading, and current year reports that project only forward and not entire current year. The tool is helpful in planning/projecting future retirement likelihood but it isn’t yet clear how beneficial it is when actually in retirement.
May 21, 2021

So far seems like a solid, flexible tool to assist with what ifs and really dive into your retirement planning.
May 20, 2021

I already have recommended you!
May 19, 2021

I appreciate the ability to run multiple scenarios and see the impact decisions make downline. I love the new Roth conversion section. I have struggled with comprehending how I could incorporate Roth in my late stages. I am 67, still working for this year anyway but thought I had missed any opportunity.












One request if possible would be to be able add months as opposed to just years for when changes are being made.












As far as recommendations, I have already spread the word.
May 19, 2021

I have already suggested someone use your site
May 18, 2021

Your informative site provides in-depth explanations of prudent steps to take along the path of building and maintaining assets. It is also realistic in the sense that not everyone will make exactly the same choices and allows for variation. Keep up the good work.
May 18, 2021

It is the only tool that allows you to set your actual plans
May 18, 2021

Great software that allows you to model your financial future.
May 18, 2021

It is one of the few comprehensive online retirement projection tools that I have found to be useful and it has a free version! And I love the new retirement emails and I especially LOVE the podcast! Love what you are doing. Keep up the great work Steve!!!!
May 17, 2021

I’m still just using the basic plan, but it’s given me a much clearer vision of our retirement outlook along with many useful explanatory articles.
May 17, 2021

Best retirement info I’ve found on the Internet.
May 17, 2021

It’s the first online calculator that ‘for free’ has given me a clearer path to my retirement readiness. Getting ready to upgrade as I think for me it’s the perfect fit at a reasonable cost
May 17, 2021

So thorough and fast
May 17, 2021

It is a one stop shop for everything related to retirement.
May 15, 2021

I have already recommended you to my sister to help her in planning for her retirement.
May 14, 2021

It has been an extremely useful tool to calculate where I stand with my retirement funding.
May 12, 2021

I have tried some others.
Yours is much more user friendly.

May 11, 2021

I find it informative and a tool to form your own plan
May 10, 2021

I like the DIY aspect of managing retirement for those who are under like $ 2 million of Net Worth. I also like to detailed articles that help create better awareness of accumulation and de-cumulation.
May 10, 2021

The tools you offer are wontand easy to use.
May 10, 2021

ease of use, but powerful
May 9, 2021

This is by far the best web tool for assessing various retirement financial situations.
May 8, 2021

Great tool. lots of ways to visually see where you are financially and info on ways to get where you want to be.
May 8, 2021

easy and helpful
May 8, 2021

Very helpful in reviewing the items that need to be checked off getting ready for retirement. I will say that after most of your updates my performance level has degraded. The last addition of the average outlook has caused the Monte Carlo function to become useless. What used to be a fairly narrow range outcome is now as broad as the optimistic to pessimistic range.
May 8, 2021

Did everything I wanted. Like the ability to do various what if scenarios.
May 7, 2021

Very helpful. I want my three daughters to use it as well.
May 7, 2021

A lot of good information presented in the easiest way.
May 7, 2021

Several years prior to retiring I started planning and eventually developed my own interactive retirement model. By doing this it opened my eyes to the complexities of retiring and having a plan that allowed you to look forward for eventual life events.












I have looked at other various planning tools online some are okay but most are a one size fits all with no means to look at alternatives or evaluate impacts of life events.












Too many people have no plan and don’t know how to go about it. I m retired but have had a great opportunity to work part time doing a job I really enjoy. It work with mostly younger adults starting their careers. I also have two daughters that are in the early stages of their careers. I discuss with them at opportune times the importance of early planning. I feel your site is probably the best tool out there and have recommended to them to look into it.
May 6, 2021

It’s very sophisticated yet simple to use, link accounts etc and answers the critical questions about retirement funding, duration to end of plan, etc.
May 6, 2021

It has a very detailed breakdown of all income and expenses, including a spouse input
May 6, 2021

Excellent financial advice, informative articles.
May 5, 2021

Best retirement planning tool out there!
May 5, 2021

I like it
May 5, 2021

Still learning from it but it seems like a good tool for those of us that want to take control of our retirement plan as oppose to blindly rely on retirement planners,
May 4, 2021

I love to platform and all the graphs it provides. Entering all of my financial data and have the snap shot right there helps me see what my future financial status looks like. And it is super easy to make adjustments to the numbers.
May 4, 2021

NewRetirement strikes the perfect balance between sophistication and ease of use.
May 2, 2021

Very nice helpful program, we already recommended it to some friends
April 30, 2021

Understand move about retirement
April 30, 2021

Good, flexible product. Great customer service when I have a question.
April 29, 2021

NR is easy to use.
I get to set my variable.
The new average function is nice.

April 28, 2021

Professional, informative, timely and has something I enjoy.
April 27, 2021

I am impressed with the tools that have been made available to use in obtaining an excellent idea on where I stand today, so that I can make better decisions moving forward. All of the articles are spot on and very informative.
April 26, 2021

Program gave me the confidence to retire. It also gave me the visual summaries to help my wife have confidence that we were ready to retire. Keep up the good work. I have recommended you to at 8 friends nearing retirement.
April 26, 2021

It’s great
April 24, 2021

Excellent site. Most detailed analysis I have ever seen. Thanks!
April 24, 2021

Very easy to get started – that’s important else nothing happens. And, there is a clear path forward to refine data, assumptions, and plans – so I expect to continue to enhance my plan.
April 24, 2021

I’ve used other retirement planning tools and I think NewRetirement hits all the right notes! It’s intuitive, relatively easy to maneuver through and it captures what’s important in being prepared financially for retirement.
April 23, 2021

great information
April 23, 2021

Great quality of data revealed from the ability to put your specific information into the program! Very individualized and excellent reports!
April 23, 2021

Very helpful data presentation that is not encumbered by competing financial interests.
I have already recommended this to a number of people inside my network.

April 22, 2021

I just love your site and have recommended it to many, many of my friends and colleagues as a way to develop better insights on their retirement goals and savings, and to set them on a path for success. I wish this tool was available to me in my 30s and 40s but am still glad I’ve been using for a few years now.
April 22, 2021

I can see that you are trying to innovate all the time but also not changing just for change sake.
April 22, 2021

I’ve already recommended it to my employees. Very user friendly and the ability build in a vast array of scenarios.
April 21, 2021

very easy to use; gave a very visual picture of financial status and easy to play with numbers to simulate other situations
April 20, 2021

Asked the right questions
April 20, 2021

i have already recommend NewRetirement to a few friends
April 19, 2021

Great resource
April 19, 2021

Does everything I need it to do.
April 18, 2021

good informational reading
April 18, 2021

Real nice information !
April 18, 2021

I find it to be a very valuable tool, even the free version!
April 17, 2021

I am able to input my personal financial information and perform what if’s with the data. Additionally, there is a lot of information provided for me to have a good idea as to where I financially stand. The Roth conversion and Monte Carlo models are very helpful. The icing on the cake is the virtual meetings to help setup the software.
April 16, 2021

Most of what I have seen in NewRetirement is verifying that what we have done is correct. Most people we encounter do not have a clue or where to start. This is a first step for my friends. Sometimes there only step. This way we do not have to get in their business. Thanks for all. HB
April 16, 2021

Wide variety of timely, interesting and valuable retirement articles.
April 16, 2021

Great flexibility to model numerous plans.
April 15, 2021

Many people are looking for tools to plan their retirement.
April 14, 2021

It has a really good balance between simple and complex and I think it serves the greater majority of users well. I don’t mind complex though. I also use Pralana Gold which helps explain what NR is doing. Luckily they match closely. After using both extensively, here’s one suggestion for NR. In the Export To Spreadsheet, either to Excel or Web, having the years as rows, not columns, is so much more readable and understandable (Pralana Gold). Excel has a conversion but it would be nice to be able to specify the format. Thanks for a great product! Kent
April 13, 2021

I’m loving the suite of tools available. I like to be able to do retirement planning by running simulations of different scenarios.
April 13, 2021

Excellent Information
April 13, 2021

Just my initial impression… Seems like a good tool.. I would recommend to others to check out
April 13, 2021

I believe that most people put off investing when they are closer to retirement but starting early with even a small amount is more beneficial. They need a sit like yours to take the guesswork out of investing for their future.
April 13, 2021

Impressive tool and really like that it comes with available sessions I can join to ask questions and learn how to use the tool better
April 10, 2021

Already referred 7 people. I met with a CFP and he rubbed me the wrong way. Wanted all my assets under him for 1% & $100 per month. I’d already made a spreadsheet and projected my retirement but wanted additional confirmation. Love your site and the vast number of tips/suggestions of things to try and/or think about. Keep up the great work. I’ll be a long-term customer. Jim
April 10, 2021

Well thought out with good interface.
Linkage with financial account.
Educational information.
Good for DYI with help if needed.
Company mission is aligned with my goals with killing me with AUM fees.

April 10, 2021

Already told 3 friends. Ease of use and understanding.
April 9, 2021

Extremely informative site on everything finance.
April 9, 2021

very well laid out structure…gives good visibility on key aspects to consider during retirement.
April 9, 2021

It provides a lot of details about retirement both financially and personally.
April 9, 2021

I have worked in the Enterprise software industry for 30+ years, I have seen a lot of software tools. I have been very impressed with your UI as well as UX. I believe users of all backgrounds will be able to navigate the Plan.
April 8, 2021

It has helped me better understand how my various streams of income and savings will work together to fund my retirement.
April 8, 2021

Well it’s free and the graphs are very helpful. I’m still learning how to utilize the program.
April 5, 2021

Comprehensive program that addresses the critical issues every taxpayer needs to consider when planning for retirement. The level of detail needed to throughly address the challenges of the future is a rather daunting task for a sizable estate. However the amount of time necessary to enter all the data is significant the end product is worth the effort.
April 4, 2021

I find the basic Retirement plan to be comprehensive and addresses most of the subjects. I also enjoy the information contained in the monthly e-mails. I did try Planner Plus, but am sorry to say I was not impressed with the additional content provided. I have recommended New Retirement to many friends and family.
April 2, 2021

It appears to be in depth and gives you a realistic picture of your plan. Just starting to use it, great so far. Thinking of upgrading soon.
Thank you, Shawn V

April 1, 2021

I’ve tried a dozen different sites and yours is the best
March 29, 2021

Just recommended to someone last week. Great articles
March 26, 2021

comprehensive, intuitive, fairly easy to use
March 26, 2021

2 things. 1 is, it’s already the best planner I’ve seen. 2, you’re really customer focused and continuing active development (so many tools like this seem to be ‘set & forget’ once launched (e.g. Mint…)
March 24, 2021

I think new retirement software is very good. I can play with parameters and it’ helps me think about taxes and health numbers.
March 23, 2021

Excellent overview and planner considers things that I would not of.
March 23, 2021

Intuitive and easy to navigate
March 22, 2021

It is a well organized and dynamic planning tool.
March 22, 2021

Great articles and tools, especially the planner. Prompted a lot of thought and detail in order to answer questions regarding readiness. Good reading.
March 22, 2021

It is versatile
March 22, 2021

Clear, clean, easy to understand. You can start getting answers within an hour or so. There is help from webinars as well.
March 21, 2021

The tools are easy to use. I love the idea of being able to choose how much advice you would like as needed. From doing everything yourself to being able to work with a CFP professional is a great model.
March 20, 2021

Detailed and nuanced. Excellent tool
March 20, 2021

Being able to model scenarios and spending allowed us to have confidence in our plan for early retirement.
March 20, 2021

Hands down best retirement tool I have ever seen. It has brought me a level of tranquility and confidence towards my retirement situation. 100000 % recommended.
March 18, 2021

Excellent overall visualization which makes it easy to see how planning changes make different outcomes.
March 18, 2021

I love the scenarios and feedback. Just started planning in the application, but so far I really like it!!!
March 16, 2021

You guys are awesome. You care.
March 16, 2021

Easy to use, flexible and provides reports (pro). Thanks NR
March 15, 2021

Ease of use
Excellent support

March 15, 2021

I already did recomend it to a friend.
March 15, 2021

I enjoy the simplicity of your spreadsheet. Make a choice, see a real world results.
March 14, 2021

Good support and training.
Nice graphics.
Logical arrangements of website.

March 12, 2021

Easy to use…helps you focus on your goals..gives you clear picture of where you are in your retirement plan and what to focus on.
Thank you

March 11, 2021

My financial planner has a similar application. Having access to this planning application at home, allows me to trial several what-if situations and immediately seeing the impact to lifetime financial events. This is a great product and I wish I had known about it sooner.
March 11, 2021

It’s amazing!
March 10, 2021

I like the format and tools you can use in order to get a better analysis
March 9, 2021

So informative and educational
March 9, 2021

Most complete and easiest to use service out there.
March 8, 2021

New Retirement is easy to use, yet detailed. You can instantly see the effect of information you enter. The built in coach is great. 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. It really gives you confidence that your plan is realistic and achievable.
March 8, 2021

Been looking for an online software that hits on everything
March 7, 2021

Very useful information for planning. I have recommended to several people
March 7, 2021

The graphical charts are great
I had made a mistake and typed in 13000 for a monthly number instead of 1300
Could not figure out why my tax bill was so high next year
The spike in the chart helped me zero in on my mistake
Software very intuitive – I did not try to link any of my accounts yet with the program but think I now will
Also talked to my daughter about my assumptions and will try different scenarios

March 7, 2021

Comprehensive but also very easy to use and understand. And, also easy to modify settings and look at different scenarios.
March 6, 2021

I appreciate the varied tools and calculations that I can simulate with the New Retirement tool. This has helped both me and my parents gain confidence about retirement options.
March 6, 2021

I already told several 50 something friens about it!
March 6, 2021

Ease of use. Self planning oriented.
March 6, 2021

I have been looking for a tool like this for some time. It is very sticky – just as you mentioned in the example with your Mom – to find advice for smaller accounts. I would not dream of paying someone 1% per year. However, I do want someone to check my assumptions before I pull the plug on two regular paychecks.
March 5, 2021

This does 80% of what my custom spreadsheet does in a fraction of the time and I don’t have to worry about whether I coded a cell correctly.
March 4, 2021

The level of detail, output and user friendliness
March 3, 2021

Even though I have only started using your app, I’m finding it is the most complete system for planning your retirement.
March 2, 2021

Best retirement calculator that I have found. It allows you to conduct many what if scenarios.
March 1, 2021

love the site and tools, going to become a paid subscriber soon.
February 27, 2021

Good informatin that I enjoy
February 26, 2021

Easy to follow & understand. Very flexible options.
February 26, 2021

it provided data rather than just asked me for my contact info. Nice
February 26, 2021

I like the dashboard
February 25, 2021

A lot of useful info. The planning tool is very good.
February 24, 2021

I wish this was around when I was planning my retirement. But I have a great financial advisor. But I like the site because it is packed with information.
February 24, 2021

Very nice retirement tool
February 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.
February 23, 2021

While it is not perfect, it is the best software available without spending a ridiculous amount. And it continually improves
February 23, 2021

Good articles, info and insight
February 23, 2021

It is one of the most comprehensive planners I have found. I like how it asks thought-provoking questions that really help with planning. I like how it breaks it down into smaller segments so it does not feel overwhelming. Visual aids and layout are also very nicely designed. Bravo!!
February 22, 2021

best site for retirement I have found and I’ve looked at a truckload of them
February 22, 2021

Your site is absolutely amazing. And the Facebook group too.
February 22, 2021

very informative, easy to use, covers many of the bases when analyzing income needed for retirement.
February 21, 2021

Easy reading. Good insight.
February 21, 2021

All practical advice condensed in one site without a lot of trying to sell you something!
February 21, 2021

It was well organized and easy to navigate of what you wanted to know about retirement. Also, how to know how much money you will need once you retire. it was an excellent tool for soon to be retire and retired people.
February 20, 2021

Easy and more realistic!
February 20, 2021

I found your retirement calculator the best and most comprehensive and this is before all the enhancements made in the last few years. I believe I was one of the first users.
February 19, 2021

Very impressed with ease of use and capabilities of free version of tool and am a big fan. Have already recommended to several friends.
February 19, 2021

Very comprehensive solution!
February 18, 2021

Great tool
February 17, 2021

I like the intuitive feel and the ease of use.
February 17, 2021

A free or low cost diy financial advisor and educator. I found you by searching for a good financial podcast.
February 15, 2021

The planner is easy to use and provides excellent feedback. scenarios can be adjusted to take into account unlimited possibilities and results are instantly available.
February 14, 2021

The retirement calculator is user friendly and easy to understand and update. The articles and podcasts provide lots of good information about a wide variety of retirement topics.
February 13, 2021

I’ve literally put everything in the app in a week. And started on the will and estate plan with legal shield today. I’ve been putting this off for years because there wasn’t something that captured all of it in one place without going to a CFP. So thanks!
February 13, 2021

Timely information
February 13, 2021

So far it’s the best and most detailed planner I’ve used yet!
February 13, 2021

its a helpful site for figuring out your retirement
February 12, 2021

Your recommendations are easy to apply to daily life
February 12, 2021

Just what I have been looking for! Able to move my numbers around and see the benefits
February 11, 2021

Very useful, insightful, and educational. Excellent value.
February 10, 2021

February 9, 2021

The NewRetirement retirement planning tool is hands down the best I’ve encountered when looking on line for free planners. It allows you to factor in pensions and Social Security for both spouses, something most others don’t. I’ve recommended it to several friends and co-workers.
February 8, 2021

I appreciate the emails you send with pertinent articles relating to retirement finances. I always find an article or two that relates to my situation.
February 8, 2021

Very detailed
February 7, 2021

I like the way it provides a very clear understanding of all the issues
February 7, 2021

Ease of use; accurate projections; timely information.
February 6, 2021

I like the easy-to-use graphs to look at different financial scenarios…..already shared the site with a friend.
February 6, 2021

Easy to use and lots of helpful tools and information.
February 6, 2021

Good info
February 6, 2021

Topics are relevant and informative
February 5, 2021

detailed analysis. adjustable variables. accurate information
February 5, 2021

What I have seen of the tool so far looks quite user friendly and robust.
February 4, 2021

I’ve recommended to a dozen or so folks i work with.
February 4, 2021

Easy to use
Free service
Educational information

February 3, 2021

The ability to model different income and expenses at different ages. Being able to model multiple strategies.
February 2, 2021

Retirement planner is very detailed and provides solid reliability of a financial plan by estimating success rates! Good content on the site as well.
February 1, 2021

One of the best financial estimator I have ever used. Made me feel much more secure in my current position today at age 64 and 11 months.
February 1, 2021

I think it is just one of many useful tools to help plan your retirement
February 1, 2021

I have been working on my own spreadsheets for years and could not write anything that was as good as this. I don’t want any of my friends to waste their time trying to do what this program does.
January 31, 2021

lots of good information.
January 31, 2021

Its an excellent retirement approch.
January 31, 2021

I have experienced, enjoyed and learned so much
January 31, 2021

Love the modeling function. Inputs look pretty complete. There are consultants providing alternative plans for ROTH conversion who charge $5000. Now I can do it myself!
January 31, 2021

great info
January 31, 2021

Excellent site. The Planner tool is the best I have found – very flexible. Also, I like the information and resources provided for other aspects of retirement besides just the financial side and the fact that it doesn’t push AUM fee advisors.
January 30, 2021

Best in depth, comprehensive retirement calculator but it would be nice if you didn’t have to sign up for the paid subscription to get the extra benefits
January 30, 2021

It’s easy to use and helpful. I review it at the end of each year to evaluate if I’m on track for meeting my retirement planning goals!
January 30, 2021

So far, I am very impressed with NR and the people behind it. It is also a great value.
January 29, 2021

Enjoy the topics and reality of retirement
January 29, 2021

Best Retirement analysis tool.
January 29, 2021

It’s useful in my job as a Transition Assistance Advisor
January 27, 2021

Already have recommended it.
January 26, 2021

Good, easy to navigate and understand, excellent graphics
January 26, 2021

Very Impressive software-
January 26, 2021

Very complete resource
January 25, 2021

It’s everything I’ve been looking for — a way to plan the decummulation phase with the least amount of taxes overall.
January 24, 2021

I started using Mr. Hebeler’s Pre & Post Retirement Planning program many years ago. I still do and, hopefully, always will. His website recommended your program so I came on board a few years ago. I feel your system is the best there is now.
January 24, 2021

I am new to the platform, but it so far it is user friendly and intuitive.
January 24, 2021

Excellent planner for DIY
January 24, 2021

I love the detail and ability to model many different scenarios using your tool. The reporting is very similar to what a financial planner would provide, while giving you the power to model your own scenarios.
January 24, 2021

It’s a really cool tool but I don’t like having to choose my own optimistic and pessimistic growth forecasts (since I really have no idea). It would be better if I could select a model portfolio for each account, and then the tool would model best and worst case scenarios based on historical data. This is what the Fidelity retirement tool does. You could also provide guidance in the help tips on what % to choose based on several model portfolios. This would be easier to implement in the short term.
January 24, 2021

most helpful retirement tool I have ever used.
January 23, 2021

Heard your interview on Morningstar podcast. Really like the free planning tool. Will definitely be trying the Plus version. Like the ability to get additional personal help. Did not want asset management or paying an AUM, but wanted all of the other tools for retirement planning. Very easy to use.
January 23, 2021

Read Steve’s interview with Benz from Morningstar. The Long View podcast.












There’s some research emerging from William Sharpe ( of Sharpe Ratio) and Stanford. Transitioning to decumulation and modelling income streams in retirement. He’s developed software called Ris-Mat. It’s pretty academic, but might be worth investigating. Essentially a more granular bucket approach is proposed.












Also, I read somewhere (senior moment) that in lieu of the 4% rule, use the inverse of the S&P PE ratio each year. Rules based annual withdrawals. Valid?
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 . Retirement calculator is easy to use. 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. It would be most useful for someone that is not already retired.
January 21, 2021

I like the ease of using this program. It is a very informative.
January 21, 2021

The detailed modeling is outstanding.
Roth conversation
Employer dollars for Medicare
Tuning the individual asset rate of return
Totally comprehensive
Well done

January 20, 2021

Have helpful resources
January 20, 2021

This is the best retirement analysis tool I have seen. It provides one more insight and scenario analysis capability than what one would receive from a professional financial adviser. For people who want to take their destiny in their own hands, this is the thinking tool to use!
January 20, 2021

Program was very comprehensive and helpful.
January 20, 2021

NewRetirement has the most flexible set of calculator tools available. Most retirement tools force you into narrow scenarios that don’t allow for the variables most will need to model in some way for retirement.
January 19, 2021

Good advice.
January 18, 2021

Ease of use and clear, logical process.
January 16, 2021

Its articles help present a positive message about early retirement that I’ve not seen anywhere else.
January 15, 2021

The level of details and topics provide excellent information.
January 15, 2021

I’ve been looking for a comprehensive planner that I could run my what ifs. Needed confidence in my plan to pull the trigger and retire.
January 14, 2021

I’ve tried many others and none compare!
January 13, 2021

Thorough, easy to use. Great graphics. Very good information. Makes me feel more confident with my plans.
January 12, 2021

Great tools. Comprehensive
January 11, 2021

Best online retirement planner, and useful newsletter, for anyone dreaming about retiring
January 11, 2021

Thoroughness of the analytics
January 10, 2021

Recommended to me.
January 10, 2021

You asked if I would recommend. I have already recommended it twice. Great product and the beta Roth Converter was added about three days after I signed up. It was exactly what I needed and why I got NewRetirement. Now if it would just run through a bunch of variables automatically (like SS age me and spouse, interest rates) and give me the output variables (like ending assets, etc.) then it would be perfect!
January 10, 2021

Acknowledgement of singles retiring
January 10, 2021

So easy to understand.
January 9, 2021

Interface is easy to use and price is reasonable. I like that there is a community to discuss tool usage and investment ideas. Would be good to create a requested enhancement list and let active community members vote to prioritize enhancements. Would be good to target a small group of active users to beta test new features. Stanhowa@comcast.net. Feel free to reach out for additional feedback.
January 8, 2021

Site is loaded with great, helpful information.
January 8, 2021

Easy to use; pertinent information. Thank you.
January 8, 2021

I can easily see what the future projections could be by adjusting incomes or expenses. It allows me to see what areas I need to improve.
January 8, 2021

Very helpful
January 8, 2021

I was impressed with the ease to input information and see the results. It is also user friendly to do different projections.
January 8, 2021

The tool is easy to use and lets me do a lot of what if modeling. The demo’s and office hours for questions are well run and helpful. Facebook community topics are relevant for me as I approach retirement.
January 8, 2021

The tool is very helpful and the community that was formed on Facebook also provides good advice
January 7, 2021

Most comprehensive and usable calculator on the market. No one else is close.
January 7, 2021

It’s perfect for my needs and my planning is complicated enough. It includes pensions, rental income, and various investment accounts. I was actively pursuing wealth management firms and am putting that on hold. This will probably save me (literally) $40,000 per year. You guys are awesome.
January 7, 2021

Easy to navigate and has customizable details
January 7, 2021

Great site. Easy to use. Excellent support for the Monte Carlo analysis to keep things grounded.
January 7, 2021

So far, it’s been very comprehensive. Unlike any other tool I have used.
January 7, 2021

I love it. Been looking for a complete tool for a long time. It would be great if you could add a life insurance piece. So I could run what if’s for my spouse out living me. Would she be sufficiently covered.
January 7, 2021

good retirement tool/site.
December 23, 2020

nice dashboard
December 22, 2020

retirement calculators vary. It’s always good to use more than one.
December 21, 2020

I’ve asked my financial advisors in the past how I could educate myself regarding finances and become more collaborative in the management of our finances. I have never received much good advice, but believe I have found an excellent source of useful information and educational videos. I’m finally learning what kind of investment style suits us best, and what kind of retirement funding plan will likely work best for us in a few years. Thanks for the RISA video and survey!
December 21, 2020

I have worked with TD Ameritrade and Emoney with a potential Investment advisor. I was frustrated to the sensitivity of inputs to outcomes. I have learned a lot and with NewRetirement I have been able to validate results of these other models without the expense of the Investment advisor or the lack of customer support on the TD Ameritrade.
December 21, 2020

Comprehensive, easy to use, lots of information, fair price for premium, trustworthy.
December 19, 2020

I see value in the info provided. As people as me how I learned so much about personal finances, I now can add NewRetirement as another source.
December 18, 2020

The first tool I found that can plan everything and look decades out. The Monte Carl simulation is helpful as well as the links. It’s also not trying to sell you too much. I’ve had a financial planner for 28 years and he could never give a straight answer in income needs forecasts.
December 17, 2020

Provides real solutions
December 16, 2020

I was pleasantly surprised about how I could enter so much detailed information. It made the process feel very customized. The chart is fantastic for showing what funds I will have available for retirement and where they will need to come from. Great work!
December 16, 2020

Impressed with the good portfolio assessment provided. Easy to use and good follow-up information.
December 15, 2020

Your site is one of the best online tools I have seen and used for helping to make smart retirement decisions bases on industry accepted ideas.
December 14, 2020

Impressed with the content on the website and educational materials
December 13, 2020

Excellent modeling options.
December 12, 2020

Very detailed helpful analysis
December 12, 2020

Useful information
December 10, 2020

Very detailed site, with the best calculator I’ve seen online.
December 8, 2020

I’ve tried the planner and like the feed back , I plan to use it again with different scenarios
December 8, 2020

Very comprehensive. Could change variables to see their impact on my retirement. Would like to be able to label future major purchases so they are easily recognizable.
December 8, 2020

I like the content and ways the site talks about retirement.
December 7, 2020

Comprehensive retirement plan calculator, chat ability and zoom Q&A weekly sessions are great. Could use enhancements that would enable users to 1) modify future tax rates (or provide a selection of one or two possible future scenarios for Federal rate increasing) and 2) maximize Roth conversions over multiple years.
December 7, 2020

It was super easy to use and quick. The information was especially helpful.

December 7, 2020

The articles are thought provoking and real. Really make you see the importance of planning, especially with the effects of taxes on future withdrawals. Also enjoy the articles on retirement activities.
December 7, 2020

The planning tools are very easy to use and provide a great resource. I really like the value added email briefs that provide useful and relevant information. The price to value is very good.
December 7, 2020

It is a very detailed promising tool. It is not perfect but very helpful. I had issues with property taxes and its deductible component. Some tax calculations not clear. Overall, a good tool to have.
December 7, 2020

This is the best do it yourself financial tool I have seen that allows and considers so many financial nuances to be considered. Great data and graph displays!
November 28, 2020

Wide ranging and detailed advice.Lots of good information to consider.
November 28, 2020

Best retirement software in the World, just a little info and it figures all the hard stuff for you… We can now relax about retirement…
November 27, 2020

Good detailed site
November 27, 2020

Nice and informative information on a neat platform
November 26, 2020

It’s easy and pretty comprehensive. 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. Your tool is head and shoulders above anything I have tried. Still working to better understand tax and cash flow planning and how to interpret some of the graphs and data, bit otherwise it’s great. I am not ready t talk to a financial advisor but would appreciate talking to a customer support representative that could help explain some of what I am seeing.
November 26, 2020

This is a very comprehensive picture of ones retirement.
November 25, 2020

To learn about options for passing down my assets to my children, avoid hefty taxes when they inherit it.
November 25, 2020

Easy to use and useful. I am just using the free version but plan to upgrade at a later time.
November 24, 2020

I built my own spreadsheet and I always said I wish someone had something like this. All others are just high level. This is detailed to each person. Best 😃
November 23, 2020

Very thorough
November 22, 2020

Excellent Retirement Planner Plus although it’s taking some time to learn the details. Also very good podcast subjects most weeks.
November 21, 2020

The comprehensive retirement tool is the best I’ve seen.
November 21, 2020

Easy to navigate
Easy to understand
Many options for the payment level
Great job

November 20, 2020

Lot’s of variable options and the ability to choose more options for a low cost.
November 20, 2020

Would recommend, a lot of good information but a little more than I needed.
November 19, 2020

I’ve been using retirement calculators for 7 years and relied on can I retire yet for reviews, books and blog posts. This is by far the best calculator I’ve found and I’m still learning its powerful scenarios capability.
November 19, 2020

I like the videos and articles.
November 18, 2020

Just started It is a wonderful tool to use over time
November 14, 2020

Covers most possibilities, easy to make and change entries.
November 13, 2020

Easy to understand and use interface.
November 12, 2020

very well organized with a great deal of information
November 10, 2020

Very easy to use and gives a lot of good info.
November 10, 2020

Love the podcast, useful retirement planning tool.
November 9, 2020

Easy to use. Good information.
November 9, 2020

Great tool and charts
November 7, 2020

I like how you are able to adjust many variables and see how long your money will last.
November 5, 2020

The information on your sight is useful and actionable.
November 5, 2020

The site has the user friendly tools to put all you assets in perspective. Offers various scenarios so you can review ALL the options. I LOVE IT!! Better than the FP I am paying.
November 4, 2020

Easy to use. Great tools. Evokes thought to your retirement process.
November 4, 2020

Site allows easy scenario input and graphic depictions are excellent for a visional person.
November 2, 2020

For many years I have had a fuzzy-at-best understanding of my own financial situation. PlannerPlus has dramatically changed that and, for the first time, I feel like I understand it well, not only at present, but for the future as well. I am VERY happy with it! And Michelle has been great.
October 30, 2020

By far the most comprehensive tool I’ve found and has help me answer my own questions, try out scenarios and be more confident in decisions. Excellent resource articles as well.
October 29, 2020

October 26, 2020

I like the planner- simple and comprehensive
October 26, 2020

Good info along with shared community input. It elicits ideas and makes you think more broadly than before.
October 25, 2020

You share relative information for current times that we live in .
October 25, 2020

It’s the most detailed retirement calculator I have seen. Very user friendly.
October 23, 2020

Excellent way to get a rather clear overview of not only where you are now, but what the medium and short term future holds for you financially.
October 23, 2020

The website allows you to use multiple scenarios.
October 22, 2020

Ease of use. Quality of information returned. Flexibility to tailor to an individuals needs and circumstances.
October 20, 2020

It’s a solid, impartial, calculator. Found it through ChooseFI and so far, it works as advertised.
October 20, 2020

I wanted to work with an advisor for retirement. The cost $5000 for the plan and $2500 a year after for management. That’s more than I can comfortably spend. This program offers a financial adviser for $500 to help develop my retirement plan and for a small annual fee. Then I can manage my own retirement with the interactive software for a minimal annual cost.
October 18, 2020

Good info
October 12, 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 intuitive
October 7, 2020

It is a very detailed and flexible tool, better than any other I have used. One feature I would love to have is the ability to save different versions of My Plan so I can compare the inputs I have made. Otherwise, good tool.
October 7, 2020

Easy to look at a variety of scenarios.
October 7, 2020

I have already sent the link to several coworkers- young and old. Comprehensive, yet easy to use
October 7, 2020

Very functional and user friendly
October 7, 2020

I find it one incredible what if I do this tool. I can experiment with my numbers and see where all my needs for a less stressful retirement.
October 7, 2020

Love the forecasting tools.

October 7, 2020

Best planner so far that I have used. It would take some time to highlight but everything about it is heads above the others. Thank you for a great experience.
September 30, 2020

I discovered the site while reading msn and I was very impressed with the wealth of knowledge and interactive tools.
September 30, 2020

It is one of the few softwares that allows you to put in your individual circumstances and also allows for Roth conversion calculations. It also shows your taxes through your retirement.
September 30, 2020

Well thought software, facebook group, excellent podcast, resources on the web site, lots of opportunities to add future functionality based on user and expert feedback.
September 28, 2020

The detailed customization that is allowed.
September 28, 2020

So far the simulations have given me a lot more information on what is possible.
September 28, 2020

It’s about the most detailed program I’ve seen capable of projections based on different inputs over time. Graphs are very helpful. There are some ambiguities that I was able to ask questions about in the Chat and will review and modify.
September 28, 2020

Great Service, that is FREE
September 28, 2020

EVERYONE should use this. It is very eye-opening. I have the free version, which is great. The only reason I haven’t upgraded is that I DIY it since my lifelong career is in accounting and financial planning/analysis.
September 28, 2020

It’s simple and straight forward.
September 28, 2020

It is helping me to become more focused on my retirement goals with specific thought provoking topics.
September 28, 2020

Lots of practical info. The planner is very helpful!
September 27, 2020

Details of the assumptions very visible by year to validate the model.
September 27, 2020

Very easy to input one’s financial data. 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. No other site gives as much information, analysis, and encouragement as New Retirement does. Nobody does it better, as the song says!
September 27, 2020

Interesting articles with useful up to date information
September 27, 2020

great tool that user friendly that gives a different insight into finances
September 27, 2020

I love the way you can plug all of your information in and it gives a lot of different scenarios. I am having difficulty with one Aspect that involves a rollover of my 403b to a Vanguard traditional IRA. It is showing federal taxes paid on that rollover and I’m unsure how to fix it.

September 26, 2020

I talk about your site to friends and relatives all the time. I love this site. I was tracking my spending and investments before I learned of this site but the program provides previews of coming attractions that tell me my financial life in retirement is sustainable. Great tool.
September 26, 2020

Informative, financial reads; excellent what-if calculators
September 25, 2020

i like the website, easy to navigate, good information
September 25, 2020

I’ve been looking for a program like this for a long time and I’m thrilled that I stumbled upon this one. It’s very easy to use and gives you the opportunity to change certain variables to see how it impacts your savings. I also like the 3 tiered pricing structure which gives the user flexibility to experience it for free or to pay extra to get more benefit out of it. I have only tried the free version so far, but i can see the value in the other 2 tiers, which I will eventually subscribe to as my finances allow.
September 25, 2020

Really liked the site…very easy to use, very detailed. Provides a great picture of possible retirement scenarios.
September 24, 2020

I love your calculator.
September 24, 2020

I love the comprehensive plan for my money

September 24, 2020

NewRetirement allows you to setup and manipulate various financial factors of retirement savings I can compair and contast it’s results with my 401k provider’s projections which also include social sec and Pension.

September 23, 2020

Looks like a great service.
September 23, 2020

It’s very comprehensive
September 23, 2020

Uly has been great! Very patient and a great teacher! 🙂 THANK YOU!
September 21, 2020

I’m approaching retirement and want to read all I think is helpful. I use T Rowe Price and you site was compared favorably y to it.
September 20, 2020

Your service is great
September 16, 2020

we have ten fingers in my both the hands
September 16, 2020

I never knew of such a tool maybe I am still far away from retirement so no one in my social circle knows about this. I have shared with them of course
September 16, 2020

It has the ability to incorporate more variables and details for a more accurate picture than most publicly available planners. It is intuitive and easy to navigate.
September 16, 2020

Tool is great, and the resource articles as well!
September 16, 2020

Easy informative reasonable price
September 15, 2020

Although there is a learning curve, especially with terminology, this is the most comprehensive tool I’ve found that helps assess readiness and plan for retirement.
September 15, 2020

I like the fact you have a free and premium solution. I have been using the free and getting ready to try the premium, as I want more detail. The product has enough detail to account for some unique situations.
September 14, 2020

Comprehensive, intuitive, informative and easy to use
September 14, 2020

Great information and great tools.
September 13, 2020

Steve, would love to speak with you. I recently became a coproducer and cohost on a live stream show called Financial Friday. It airs in over 100 countries. We are looking for sponsors for the show and influencers like yourself to interview and promote. Let me know if you would like to do either. The show is every Friday at 1pm east coast time. If you would like to contact me I will give you my phone app to add to your home screen. Text: incomeplanning To: 36260 and send. You will be prompted to add to home screen. Scroll down until you see Add to home screen and hit the + sign. Then accept. Check it out. 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 sense
September 13, 2020

Good variety and relevant articles for me and my friends, to whom I’ve forwarded newsletters.
September 12, 2020

So far a valuable resource
September 12, 2020

The thoroughness of the retirement calculator.
September 12, 2020

Best site and advisors
September 12, 2020

Complete control of every variable required to analyze retirement plan.


I use it to check the results of my regular advisor.
September 11, 2020

You are a great source for people trying to figure out their retirement options
September 11, 2020

Easy to use
Detailed analysis of retirement options
Good updates

September 11, 2020

Best retirement calculator and access to advising that I have ever seen
September 11, 2020

It is useful and detailed
September 11, 2020

Excellent planning tool, gives options I would not otherwise have considered.
September 11, 2020

great resource for issues of transitioning toward retirement – more than just financial guidance. Have availability for more support and advice if desired.
September 10, 2020

September 8, 2020

I love the site and it has been very helpful to me in planning my retirement.
September 8, 2020

Very informative topics.
September 8, 2020

It’s a great tool.
September 8, 2020

Great reference information. The tool is easy to use but very powerful. Well worth the cost for PlannerPlus acces which I just upgraded to
September 8, 2020

I really appreciate the excellent free retirement calculator which includes many variables others do not. Thank you for providing this service!
September 7, 2020

I have already recommended it to at least 8 people. Several of whom have appreciated it. I found it early, before there was a paid version. I’m disappointed a few things moved from free to paid. But, the free version remains a very effective tool – better than any other I’ve seen.
September 7, 2020

The site is very informative, and current. Lots of interesting details, that keep you on track for your retirement
September 7, 2020

Very easy site to calculate and understand the specific needs for the retirement
September 6, 2020

The calculator is thorough and does not appear to have as a primary goal simply to conclude that one should engage a NewRetirement financial advisor
September 5, 2020

You have a very robust site with good, useful information and tools for retirement planning.
September 5, 2020

A comprehensive tool for the DIY person.
September 4, 2020

Very impressive tools and models as well as advisory services if/when needed.
September 4, 2020

I like it.
September 2, 2020

I found relevant information about the Solo 401k in your blog. It was very specific.
August 31, 2020

I like the breadth of topics presented in the monthly newsletter.
August 31, 2020

Found the program easy to input information and provide a visual graph.
August 30, 2020

About 6 years ago, I combined multiple excel tools that I found online into a single (complicated) spreadsheet and I added in other information such as taxes, pension, social security incomes. I think I have about 15 different linked sheets that combine the data into a single tab. It was interesting to build but not easy to simulate with.


Then I found your solution and tested the free version for about 2 days before realizing that it was amazing. I love it and refer to it weekly (probably too obsessively)
August 30, 2020

I have used the site for a while and find it very good and informative. Please keep up the good work.

August 30, 2020

for most people planning is the key to success. but most people don’t have a relationship with a planner nor do they have enough money saved to be taken on by a planner. your software give the average household the ability to start planning. it gives them the ability to create a target and see the future of what the hard work of saving can bring them. that is why i tell people about your software and it is at price points people can afford and grow into, that doesn’t scare people off.
August 30, 2020

Great program
August 29, 2020

I have already recommended New Retirement to people as I have found it useful
August 29, 2020

Tool allows input of data representing all known changes with time or age. Easy to input data amd see instant results. Much better than my complex spreadsheet with time consuming data entry
August 28, 2020

The calculator alone is worth visiting. Articles bring up subject areas easily overlooked.
August 28, 2020

It can tell you a complete story!
August 28, 2020

I have already recommended it to all my kids and friends showing any interest.
August 26, 2020

This is the most robust retirement site that I’ve found. I’ve recommended this site to many friends.
August 26, 2020

Great calculator, very sophisticated modeling. I have a professional advisor I’m very happy with, but New Retirement gives me a great second opinion, and lots of ways to explore different scenarios
August 25, 2020

I enjoy the articles you put out, they give me many different ways to look at my retirement savings.
August 23, 2020

NewRetirement is powerful, flexible and so easy to use.
August 23, 2020

I just needed to get started with planning my finances. This platform provides everything needed to get started and more. It provides the information and support network to grow your financial knowledge and improve your personal situation. Whether you want to begin to understand your finances, or would like to optimize your financial plan, NewRetirement is for you.
August 22, 2020

I have Wealthtrace, Personal capital, eMoney (through financial planner) and Quicken. New Retirement is my absolutely favorite – love the interface and clear feedback when I play with retirement options.
August 21, 2020

Great tools to manage your retirement plans. I have used the app since day one. Thank you.
August 20, 2020

Comprehensive and customizable. Especially like the ability to enter govt/military pensions.
August 19, 2020

comprehensive, ability to model, intuitive, reference/resources articles for learning. Scalable from basic to detailed input. Thanks!
August 18, 2020

The calculator did exactly what I hoped it would do. It was the most complete calculator I have done to date.
August 18, 2020

Very fanstatic and caring!
August 18, 2020

jI have already recommended it to many people. I like how I can work with the plan and make changes along the way to see how it will affect me. It does take some time to figure out the cause and effect of the changes.
August 18, 2020

The tools are helpful and in depth. It would be interesting to have a few more details like percent success with less or more risk and whether it’s worth while.
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.
August 15, 2020

Articles cover such a wide range of topics and actionable steps provided for each topic
August 15, 2020

Easy access to all my accounts
August 15, 2020

Insightful, informative and educational details.
August 14, 2020

Good advice
August 14, 2020

Because of the great advice and knowledge I gain from NewRetirement. I love the Retirement Calculator….it takes into account everything and I feel confident using it as a tool to determine whether I will be successful in retirement with regards to how much money I have.
August 14, 2020

It’s fits may different types of scenarios and isn’t limited by the variables everyone experiences in their lives.
August 14, 2020

Easy to use


Great resources
August 14, 2020



My daughter (Harvard undergrad, Stanford GSB) is doing an internship with PayPal Ventures and evaluating players in the SilverTech space. As I am a SilverTech (61 years old, tech savvy, significant assets, focused on living as opposed to retiring in this next chapter in life). She asked me to do use trials of your offering and several of your competitors. NewRetirement, across all of her selection criteria, was hands down the standout experience. I know that she would welcome the chance to talk with you before she submits her final report. Do you have any availability over the next week? Regards, David Motley 4123375716 dmotley@mcapshq.com
August 13, 2020

Your website informative, easy to navigate, and data is easily entered. I plan to upgrade in the next few months to better explore different social security start dates.
August 11, 2020

The right amount of detail. Some sites are too detailed and have the illusion of precision. Your site has the correct balance of detail without over complexity.
August 10, 2020

I have found this to be a very helpful tool. I purchased the upgrade – which I normally don’t do. I have used the tool to do what if for myself as well as for my mom who is on a limited income. 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 I’ve ever used, and I’ve tried many. No need to look any further.
August 9, 2020

New retirement provides a comprehensive picture to plan for retirement and is able to simulate multiple scenarios for quick/easy comparison.
August 8, 2020

Used the original tools and was pleasantly surprised at the amount of data that could be entered and the various outcomes that could be examined.
August 6, 2020

I currently have an account with NR and with OnTrajectory to compare them how they work and the outcomes. I like both tools from a planning standpoint and the information that they each provide. Both are very useful. I tend to like NR more from a data input standpoint as it seems a little more intuitive and it is a little more user friendly for changing salary/income in the earlier years. I was really excited to see that both options recently added account linking to their platforms so that I can track my accounts real time. This brings the platform more on par with Personal Capital which I also use and have the most history with. However, from a retirement planning standpoint I like NR much more than PC. One feature that I am curious about would be the ability to manage a NR account for other people. I am thinking about starting my own financial blog and maybe dipping my toes into some type of money coach. OnTrajectory has the option to have an account if you are a coach/planner to have accounts for others and help others plan. I think this could be a useful option for NR as well.
August 6, 2020

How much of your money you can spend in retirement can be a mystery and cause uncertainty. I like the fact that you can use different withdraws and come up with what I like to call guardrails to use in your spending. I’m cautious and spend only about 2% but know that if I need to spend more I can. Nothing is certain but at least I can rest easy.
August 6, 2020

in my opinion, the best calculator out there. At least from the ones that I have toyed with.
August 4, 2020

Good articles and the best retirement estimating tool,
August 1, 2020

Very informative and always has at least one segment I am interested in.
August 1, 2020

Site is easy to use and relevant.
August 1, 2020

I find interesting, and valuable information. Some times, answers to questions I didn’t know I had. Thanks.
August 1, 2020

Here’s a suggestion. Provide the ability to split investment return goals for both pre and post retirement. Then post retirement, it would be nice to be able to breakout return expectations from bond holdings and securities holdings. Thanks.


August 1, 2020

Asked the right questions with easy to input answers.
August 1, 2020

Thorough program…covers lots of details. Initiated using the program before it was modified to
July 31, 2020

comfort we are on the right track
July 31, 2020

This is the best online tool for pre & post retirement financial planning. Easy to use & try scenarios
July 31, 2020

Easy to use. Great tool to get a handle on your status as you move into retirement.
July 31, 2020

It’s comprehensive and doesn’t try to sell you anything overtly.
July 31, 2020

Useful information and education for any person preparing, or already in, retirement.
July 31, 2020

It’s comprehensive and free unless you want to purchase more.
July 31, 2020

July 31, 2020

I find the program easy to use, very detailed and provides me with a very good overview of my financial picture and confidence that I am on the right track.
July 31, 2020

I like the comprehensive view of this new phase of life. I can find financial information in many places, I was looking for the life side.
July 30, 2020

Powerful planning tool with granular customizations to your plan.
July 29, 2020

The tools available are the best I have found. I have already referred a friend to the website.
July 29, 2020

Give a complete picture of retirement. Also adapts to a changed situation, Changes in tax laws ect.
July 28, 2020

This was a wonderful tool which actually convinced me that I was ready to retire. I have already recommended to 2 friends
July 27, 2020

Great format. Easy to use
July 26, 2020

Perceived accuracy of expected outcomes. Guess I’ll find out for sure after retirement! But, your modelling agrees with my own subjective opinion. Second, ease of use is a major draw. Your system provides critical long term averages for projection. Low cost. Useluf and inciteful articles. And, lastly constant additions to the system to improve usefulness. I recommend your service to anyone who will listen. Fantastic service. Thank you!
July 24, 2020

This is a very strong and comprehensive tool that is great to aid in viewing the whole retirement picture.
July 24, 2020

great site, please keep adding content and improving the calculator. Thanks,
July 24, 2020

Probably the easiest and most comprehensive retirement calculator in the market. The best part is the scenario capability that is absent is all others
July 24, 2020

Easy to use financial software that gets into depth with you. Helps you shape your future!
July 22, 2020

Good tool
July 22, 2020

The tool is very detailed and it’s easy to try various scenarios.


One suggestion: Specifically include a section for funeral planning/expenses. It’s not a subject we like to think about, but it is an inevitability.
July 22, 2020

I use it all the time to test different scenarios. Great tool tha everyone should use.
July 19, 2020

Great site with very useful tools
July 19, 2020

Another tool set that I want to utilize.
July 18, 2020

Excellent planning tool and very good customer support.
July 18, 2020

Provides best retirement planning platform I’ve come across allowing for high level of assumed expenses, drawdown assumptions, medical, housing etc. Would be nice if you could add or have more options for notes on things like large expenses/purchases to better detail things.
July 17, 2020

Best retirement planning site I’ve ever used.
July 17, 2020

I’ve seen lot’s of accumulation tools, but this is one of the few distribution tools i’ve seen
July 17, 2020

Love the ease of use…love the newsletters…and love that there is no high pressure selling of products….everything revolves around providing info and allowing me to choose whether the product is right for me
July 17, 2020

I like the retirement calculator and articles
July 17, 2020

Like the fact you can put in a pension or a fixed income
July 16, 2020

It is very complete and flexible for on-going planning purposes
July 15, 2020

Your approach is good, but most of all I am impressed with your continual improvement and adding of features.
July 14, 2020

I would like to see more on taxes federal and State and cap Gains tax. I think it is a well done program. I am still learning how to use it.
July 14, 2020

Easy to use, very detailed, easy to update, and very accurate. 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

Great tool and advice
July 13, 2020

One of the best tools online. Obviously there are some added improvements that could be done, but a really good site
July 13, 2020

I’m early into using the program but looks to be user friendly, robust, with lots of educational opportunities.
July 13, 2020

Very comprehensive, but still needs some work for blind users.
July 12, 2020

Good site for retirement planning.
July 11, 2020

Good place to learn about retirement subjects, such as net worth, savings vehicles, cash flow, and insurance, not to mention your number. Great guide!
July 11, 2020

Unlike similar apps newretirement covers nuances like couples of different ages with pensions, plans to take social security at different ages. It appears to accurately calculate using the data input while other apps ask the right questions but their calculations seem wildly inaccurate and unrelated to all the inputs
July 11, 2020

Your retirement tool is comprehensive and takes into account many scenarios which is very helpful. There is also good information on annuities, etc. Re the tool: one recommendation might be to expand the Health option for people who don’t have Medicare A and B (e.g. because they remain insured through BC/BS Federal).
July 9, 2020

It’s a good resource.
July 8, 2020

It’s very informative and easy to use.
July 8, 2020

This is a great website and service. Provides a lot of insight into retirement planning. Prompts consideration of items that are critical to devloping an accurate plan.
July 8, 2020

Great site, appears you have a lot to offer and was easy to navigate.
July 7, 2020

Your product is a great value for my planning and peace of mind.
July 7, 2020

While I have a team of advisors – I think it is prudent to have a 2nd opinion and that’s not easy in this space. I can’t afford to hire two separate advisory teams. Both of them will want to manage my money soni would be concerned that their focus was on that versus just helping us. A software program isn’t interested in control and power. At least not yet …..and you keep growing the value add.
July 5, 2020

Your message aligns with other financial advisors that I trust, i.e. Suze Orman.
July 5, 2020

It is extremely user friendly! This is new territory for me, planning my retirement. 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 finances
July 4, 2020

Interesting information. The calculator.
July 4, 2020

It’s very comprehensive
July 3, 2020

It is helpful to get a good picture of where you stand financially.
July 3, 2020

Ability to build variety of options including changes over time etc., when I take SS after retiring, and can model even if I have already retired. It helped me make decision to retire this year even in light of current environment.
July 3, 2020

Very good tool for modeling future financial goals .
July 3, 2020

Easy to use, free with options to purchase, various scenarios, not tied to a company which wants to sell you their products.
July 2, 2020

I enjoy and learn from the information provided.
July 2, 2020

Really like ease of the software
July 2, 2020

The retirement planning tool is the best. You can easily compare various different scenarios and see how your estate is impacted and the likelihood of you achieving your retirement goals.
July 1, 2020

I am extremely pleased with New Retirement. It is the most complete retirement estimator/tracker that I have found. Even more complete and useful that that offered by our investment companies – Schwab and Fidelity. And you are always making improvements. And you provide additional informative retirement articles on a regular basis.
June 30, 2020

It is a wonderful way to try different scenarios for retirement!
June 29, 2020

I think it is the best calculator I have found for a couple.
I have recommended it many times already

June 28, 2020

I’ve found it easy to use. The information it provides seems accurate and very usable. It’s been very helpful to me in my self planning.
June 26, 2020

Have nothing but good things to say about 1) your planning tools and 2) your monthly newsletters in which I always find a tidbit or two to apply to my situation. Keep it up!
June 24, 2020

user friendly, comprehensive and access to relevent and timely information

June 24, 2020

Many options are free.
June 23, 2020

Useful thought provoking articles with lots of information.
June 23, 2020

From 20% knowledge to &70% knowledge–still with room to grow!!!
June 21, 2020

It is simple to use. But personally I could do without the graphs on ths opening screen.
June 20, 2020

Completeness and ease of use.
June 20, 2020

Excellent planning tool. Could be better with optional automatic account updating. Very time consuming keeping account balances updated within the program.
June 20, 2020

Very easy to use
June 19, 2020

I have tried several retirement calculators and retirement planners as I anticipate retiring in a few years , and in my opinion NewRetirement planner has been the best. Quite comprehensive but user friendly as one is able to run different scenarios. It’s easy to customize the planner. It’s now my favorite retirement planner.
June 17, 2020

This is a great tool to plan for retirement, I recommend using this so you know where you stand based on your future goals.
June 16, 2020

I have found this site extremely helpful and have already recommended this to many friends and family.
June 15, 2020

Very good planning tool with more inputs and a greater level of detail than most available on the internet. Staff is extremely responsive to requests for help and suggestions.
June 14, 2020

I enjoyed all the options of incomes. I have recommended it to 3 friends already.
I want to know what the estimates are for inflation? Rate of return on investments?

June 13, 2020

The only affordable financial planning software in the industry with comprehensive tax planning.
June 13, 2020

Fairly comprehensive. I am trying to remember if taxes were included…
June 13, 2020

I have already referred 2 friends.
June 11, 2020

easy to use and modify to do what if scenarios. Also like that you do not need to have links to actual personal financial accounts to use the application.
June 10, 2020

Numbers…numbers…numbers! The system gives so many options to add our detailed info and to experiment with options. I have such greater confidence in some of the decisions we are planning and how they can payoff along the way.
June 7, 2020

Excellent planning and scenario tools.
June 7, 2020

Easy to use, but seems to caver all the bases.
June 7, 2020

Excellent graphics and ability to run various scenarios. The expert tips and advice for improving retirement readiness are outstanding.
June 7, 2020

It is very thorough and includes many variables that can happen throughout retirement.
June 6, 2020

It’s the most flexible, comprehensive retirement planning tool I have seen. Plus the content, podcasts, etc are great.
June 6, 2020

Before I retired I couldn’t find anything to model my situation with rental homes and tax modeling. So I wrote my own with recommendations for cash reserves, cash flow, social security maximized, spending options for grandkids college, and buying a new car every x years. . I found your tool to be very similar, graphs etc. with instant feedback. Not trying to sell stocks bonds etc. Mark DeHart
June 5, 2020

I think of all the retirement calculators, it has the most elaborate and realistic estimates and the opportunity to think out different planning scenarios with ease that no other retirement planning website matches
June 5, 2020

Excellent tool in helping me stay focus on my retirement experience and tracking my progress to meet my goals.
June 4, 2020

Excellent financial tool as we head into retirement.
June 4, 2020

Liked the breadth of information presented.
June 3, 2020

It is evolving into an excellent tool and it’s priced correctly.
June 3, 2020

It requires minimal information, yet produces an easy-to-view summary of the state of affairs. Simple buttons can then be activated to view the differing outcomes from small changes.
June 2, 2020

Your retirement calculator is terrific. I generally like your news/blog items, too.
June 1, 2020

I love the resources, tool and information provided by NewRetirement. I wouldn’t be comfortable retiring without it.
June 1, 2020

I’ve sent links to friends to your planning calculator.
June 1, 2020

The tool is very comprehensive and the dashboard is a very effective and quick read.
June 1, 2020

Good application layout and considers many factors such as RMDs, inflation factors, and variables that are customizable.
May 30, 2020

New Retirement provides an excellent financial and retirement planning online tool. Also great articles and information!
May 29, 2020

NewRetirement covers more of the retirement factors that interest me, and I appreciate the growth and capital burn down projections, as well as the scoring to validate my thoughts or concerns.
May 28, 2020

Very useful and the dashboard is nice
May 28, 2020

I enjoy using the New Retirement calculator to plan as much tax free retirement income as possible and still provide a legacy for my family. What a great planning tool. Consider including capital gains loss carry over for future tax calculation. Thanks, Jim Avramovich
May 28, 2020

Most of the other retirement planners I’ve used didn’t seem detailed enough and left me with many questions. NewRetirement is helping me plan in a more thoughtful manner taking into account our entire situation, from income to spending to taxes. We are still 15 years from our planned retirement, but I am now able to evaluate scenarios in which we might retire earlier.
May 27, 2020

The site is very comprehensive and accurate. There are many many different tools and options to use. It helped me in making accurate decisions related to my retirement incomes.
May 27, 2020

Nice app. Interesting data points
May 26, 2020

I like the in depth analysis on the tax and health card implications going forward. A recommendation would be the ability to have a scenario spreadsheet comparing 3-5 different potential outcomes.
May 26, 2020

Great info and love the retirement planner
May 25, 2020

I like the ease of use functionality of the software and the projections capabilities.
May 23, 2020

Replacing Monte Carlo allows me to more closely define what I need from an investment advisor
May 22, 2020

The program is very well thought layout
May 22, 2020

I really like the ability to build different scenarios. provide some what if’s. Also the resources you provide for more information are very beneficial
May 21, 2020

Best retirement calculator I’ve found. Of particular value is the ability to put in pension payments.
May 21, 2020

Highly responsive to questions. Very intuitive tool with ability to be as detailed as possible when desired.

May 20, 2020

Its fairly easy to you and a very powerful system. A lot of insight. I would like a better understanding of the behind the season and how it pulls it all together.
May 16, 2020

Lots of good free info and inexpensive paid membership gets you lots more.
Easy to complete and understandable results.

May 16, 2020

New Retirement has given me the confidence that our retirement plan should be more than sufficient, whether in good or bad economic circumstances. I love that you can create both optimistic and pessimistic assumptions, and be very specific with expenses, creating amounts for Must Spend and Would like to Spend, as well as choosing how you are going to manage your withdrawals. Being able to model how a relocation, or ROTH conversions (or many other scenarios) might affect your plan is also very valuable for future decisions.
May 16, 2020

Most of the other retirement planners I’ve used didn’t seem detailed enough and left me with many questions. NewRetirement is helping me plan in a more thoughtful manner taking into account our entire situation, from income to spending to taxes. We are still 15 years from our planned retirement, but I am now able to evaluate scenarios in which we might retire earlier.
unknown – May 27, 2020

The site is very comprehensive and accurate. There are many many different tools and options to use. It helped me in making accurate decisions related to my retirement incomes.
unknown – May 27, 2020

Best retirement calculator I’ve found. Of particular value is the ability to put in pension payments.
unknown – May 21, 2020

New Retirement has given me the confidence that our retirement plan should be more than sufficient, whether in good or bad economic circumstances. I love that you can create both optimistic and pessimistic assumptions, and be very specific with expenses, creating amounts for Must Spend and Would like to Spend, as well as choosing how you are going to manage your withdrawals. Being able to model how a relocation, or ROTH conversions (or many other scenarios) might affect your plan is also very valuable for future decisions.
unknown – May 16, 2020

It seems to be the most accurate calculator out there.
Merrick, NY – May 13, 2020

The level of detail for inputs, flexibility, and reporting is great. Very nice graphs too.
unknown – May 12, 2020

Useful easy to use website giving lots of options to quickly model different scenarios.
unknown – May 8, 2020

It seems to be the best way for me to see how I stand relative to retirement. I still talk to CRPs, but I feel that I understand what my situation is much better with the NewRetirement tool!! Retiring in one year at 63.
unknown – May 5, 2020

It’s funny I just got this survey. Just two days ago I recommended your site to 3 friends. Why? It’s been a game changer in my understanding of when I can retire.
unknown – May 4, 2020

I like the comprehensive analysis available in Planner Plus, especially the tax planning feature. Overall it is the easiest to use planning tool I’ve found – navigation is a snap and the info panes are very helpful.
Minneapolis, MN – May 2, 2020

Great retirement calculator. No bothersome calls.
Albuquerque, NM – April 30, 2020

best tool I’ve found
unknown – April 27, 2020

It’s a robust program; straightforward interface; great customer service; easily understood reports; and continuing and relevant improvements.
Lake Forest, CA – April 26, 2020

I find your free tool useful to start one’s retirement plan. I have recommended your website, podcast, and FB group to others
Chicago, IL – April 24, 2020

New Retirement has a wealth of info and helps us see how our future in retirement might unfold.
Idaho Falls, ID – April 24, 2020

Easy to use and forces me to think about aspects that I hadn’t considered, like long term care costs. Recommended to my dad, who is approaching his retirement age.
unknown – April 20, 2020

Unlike other services I have used, I find New Retirement graphically superior and thus easier to find pertinent information.
unknown – April 20, 2020

Very good planning tool. Will upgrade to the advanced planner.
unknown – April 20, 2020

The value of the service is excellent, the interface is superior and allows on the fly changes and what if analysis. In changing times, it’s very easy to update income and investment balances or changes to you SS filing plan, it gives you access to the underlying data for your own analysis. Lastly, I’ve not seen any other product, paid or free, that provides this level of detail.
unknown – April 11, 2020

The planner is pretty robust and allows for multiple scenario development. Also, enhancements are routine and you folks are quick to update for changes, such as with changes in tax laws.
Ipswich, MA – April 11, 2020

It’s more comprehensive than most with many great articles and links to additional help. The owner is very approachable and is very considerate to respond to questions.
Gilbert, AZ – March 28, 2020

I like the information, the charts and the planning help. I think you have helped many be more confident in their plan and you have helped others to be more disciplined in their preparation. All that is doing a wonderful service for we baby-boomers who got a late start in this whole retirement planning business. Thank you for all you have done and will do.
Turlock, CA – March 27, 2020

Very comprehensive service. Flexible enough to even be useful to users with a more complex financial situation. Takes some time and preparation to fill in the detail but produces a good end product.
Fort Worth, TX – March 27, 2020

I love your podcasts and the calculator for being free very helpful and informative. Thank you!!!
Walnut, CA – March 27, 2020

Clear and to the point about new retirement needs. Would like to see a few articles on starting retirement with little or no assets and how to adjust. Unfortunately using myself as an example. I do enjoy the reading.
Tuscaloosa, AL – March 25, 2020

It is well respected by financial advisors. Is easy to use and gives accurate and comprehensive information.
unknown – March 22, 2020

I have recommended NewRetirement to several of my friends. I’ve tried plenty of retirement planning software tools and found NewRetirement to give me the most useful results. It’s well worth the annual fee to gain access to the budgeting module. Thanks for a great product!
Portland, OR – March 18, 2020

The simulation that New Retirement provides is something that I will never be able to figure out on my own. It gives you an honest projection which makes me want to really think of my retirement plan with a better direction than without it.
unknown – March 15, 2020

Newretirement gives me some tools to look into the future and see if I will have enough to enjoy the years. I love that it remembers (keeps the data) and I can update and see how different situations would work.

Colorado Springs, CO – March 13, 2020

Great, in-depth coverage of a wide variety of retirement subjects, especially Retirement Calculator. I learn something every time I visit NewRetirement.
Malden, MA – March 13, 2020

Good visualizations, customizable variables, direct interface (ie not overly simplified questions leading to unclear outputs).
unknown – March 12, 2020

What I entered as a member for several years has come true. A few things change and I update on a regular basis. An excellent tool for retirement.
Las Vegas, NV – March 10, 2020

The info that I glean from New Retirement, it has really helped me when I first retired as well as afterwards.
Walled Lake, MI – March 10, 2020

Perfection is hard to attain, although this site is excellent.
Seattle, WA – March 2, 2020

I love how it combines my husband’s information with mine and gives us a way to put in different scenarios.
Downers Grove, IL – March 2, 2020

I haven’t used an app like this before and even at estimates it gives a little peace of mind for retirement planning, knowing if you’ll have enough money to make it through.
unknown – March 1, 2020

I love reading the retirement articles and very informative info regarding retirement.
Poway, CA – February 29, 2020

Been doing this with spreadsheets for years. So much quicker and more accessible to share with spouse and no lookup of changing rules/tax rates etc
unknown – February 29, 2020

The articles and insights are a little more sophisticated and informative than other cookie cutter retirement platforms.
Estero, FL – February 28, 2020

It was recommended on a personal finance blog = Retire Before Dad. Very helpful. Esp. once I figured out why there were big Expenses at the end of life. 😉 Thank you!
unknown – February 28, 2020

You’re providing a very complete program. Seems to cover every area retirement planners should be aware/tracking.
Fort Mill, SC – February 28, 2020

It is simply the best tool I have used. I have used Fidelity, Vanguard, Mass Mutual and others. They don’t come close to NewRetirements planner. Keep up the great work!
unknown – February 24, 2020

Compared to the other retirement calculators I have tried, New Retirements is far superior. Thanks for offering such an awesome calculator.
unknown – February 22, 2020

Excellent tool to plan/visualize retirement plan.
unknown – February 15, 2020

It is the best planner out there.
Barrington, IL – February 14, 2020

Love the tools. Has given me an idea of what to expect in retirement and how I can alter those results if I want to.
unknown – February 12, 2020

Loved how your program asked every type of question in regards to retirement & charts your strengths and weaknesses
unknown – February 7, 2020

I already have recommended it. So nice to have separate age/retirement age/etc for a spouse.
unknown – February 7, 2020

Excellent site! Best one I’ve found.
unknown – February 5, 2020

It is clearly a well thought compilation of things to consider for retirement readiness. The site is also very easy to use.
unknown – February 4, 2020

I am constantly reviewing my plans progress. I have tried many tools in the past but this is by far the best.
Blacksburg, VA – February 1, 2020

Great interviews, emails contain useful information.
I confess I have subscribed to the planner but I have failed on my part to completely enter my data ( shame on me ) the site look wonderful and will be very useful.

Amarillo, TX – February 1, 2020

Very comprehensive and well thought out. Covers more financial situations than other programs.
Lewisville, TX – January 31, 2020

Dashboard is great, tools are easy to use. I really like the conservative and optimistic projections that show how long my money might last.
unknown – January 31, 2020

Great calculator that allows me to adjust variables like impact of market drop, spending, returns, etc. Helpful educational info in email distribution with great links in each topic that lead to more in depth content. I like the podcasts/interviews & that I can read in text as well as listen.
Athens, GA – January 31, 2020

Very comprehensive site. Clear information with all the tools you need to successfully organize your retirement plans.
Marietta, GA – January 31, 2020

Absolutely great product! The team works hard to continue and make the application even better. No other tool that I’m aware of allows one to model retirement scenarios with the level of detail that New Retirement does.
Bothell, WA – January 26, 2020

Diverse. In-depth. Multiple scenarios. Grounded in sound economic research. Variety of educational studies offered to further one’s understanding of a successful retirement.
Canton, OH – January 24, 2020

There are so many more detailed input fields for spending and budget than other retirement tools. The ability to have all the different scenarios as well. The comparisons and graphs are very useful as well.
Minneapolis, MN – January 24, 2020

It’s been a great tool for planning and looking at some what-ifs and provides me with some reassurance that I won’t be eating dog food out of a can when I retire.
Neenah, WI – January 22, 2020

I’ve used many retirement tools through the year, but NewRetirement is the best by far. The attention to details beats all the others, and your team is constantly looking to make it even better.
Round Rock, TX – January 20, 2020

Awesome free tool that gives a fairly accurate picture of your retirement readiness. Thank you
Mission, KS – January 18, 2020

Site is easy to use, has good features, offers good insights via articles and posts. Importantly, the take-aways in terms of analysis and recommendations are strong and very helpful.
Allentown, PA – January 18, 2020

The best retirement planner available today. Love it! thank you!
Plainfield, IL – January 17, 2020

I was one of your very early testers , been nice to watch it and see new features. I have told many about it. It confirmed my spreadsheet I developed 🙂
Kennewick, WA – January 17, 2020

I have already recommended NewRetirement to several friends and acquaintances. I gave my husband a walk-thru of our Planner results and he started recommending it to his co-workers the next day.
San Jose, CA – January 15, 2020

The tool has a lot of flexibility in being able to structure income draws over time, add in life events, model opt/pess scenarios and the real key for me, model Roth conversions. The tax estimator appears to be right on and the reporting really allows me to see the differences as I change variables. As with any tool, the more effort you put in the more you get back. It is NOT for first time modelers or it needs a walkthrough video (maybe there is one, I didn’t look). Great tool.
unknown – January 15, 2020

Very thorough flexible calculator that provides a great in-depth analysis of one’s position for retirement. Also love the podcasts and articles that NewRetirement puts out.
Katy, TX – January 13, 2020

Feel more confident in my plan after inputting my data in the newretirement plan. It helps to have a second opinion.
unknown – January 11, 2020

New Brunswick, NJ – January 10, 2020

The site you created is extremely helpful in planning for retirement, in helping creating a strategy and in testing the scenarios. I have shared this information with friends and I hope they’ll explore it.
Ludlow, VT – January 7, 2020

It’s the most comprehensive tool available. Far more than what any financial advisor provides.
Ponca City, OK – January 6, 2020

Very helpful and interface is intuitive. Updates keep making it enticing to see these further refinements on your plans. It was very good to great and you keep making it better thanks!
unknown – January 5, 2020

A great resource of practical information and creative ideas concerning retirement. I read almost every article and find it very helpful and insightful. Thank you
Macedonia, OH – January 2, 2020

New Retirement is a thorough assessment of your projected ability to proficiently prepare and plan for retirement.
Chula Vista, CA – January 2, 2020

One of the more comprehensive retirement calculators I’ve come across
unknown – January 2, 2020

Most comprehensive site available for those thinking about, planning, or are on the verge of retirement.
Orondo, WA – December 28, 2019

Your calculator is comprehensive, easy to use and update, and is a good tool for those who are already retired as well as for those looking far down the road to retirement.
Bonita Springs, FL – December 28, 2019

I have tried some of the other retirement calculators but I can adjust yours to fit my situation better than the others.
Millington, MI – December 27, 2019

I like the comprehensive nature of the site in covering all aspects of retirement planning. It is intuitive and easy to use.
unknown – December 26, 2019

I’m new with your website and working with your free Retirement planner. But I think it’s going to be very helpful. Also I like the emails giving helpful retirement information.
unknown – December 25, 2019

Simple to use. I have told my grownup kids to log on also and correct any info so it matches reality!
Buffalo, NY – December 16, 2019

As I got closer to retirement, this software did a much more detailed analysis than anything I’ve used previously. I was much better able to assess my needs and meet my goals. Now that I’ve retired I use the software to keep track of where I am and where I’m going
Punta Gorda, FL – December 16, 2019

The first financial planning software for the average person!
unknown – December 15, 2019

Much better than any financial planning site I have ever seen
unknown – December 14, 2019

I have enjoyed the use of New Retirement. It provides a thorough and in-depth look at my financial situation. Best of all is its ability to glimpse into the future. Letting me know whether or not we can expect to have one.
Coldwater, MI – December 13, 2019

I’ve used Retirement calculators from TRowe Price, Fidelity and Schwab. None offer as much flexibility and none come close to offering the ability to toggle health cost variables.
Brunswick, OH – December 8, 2019

Your retirement planning tool is one of the best, and your supporting blog post and suggestions are likewise very good.
Pottstown, PA – December 7, 2019

Very useful. I do get close to same info from my managed Fidelity advisor account.
unknown – December 4, 2019

Only online retirement calculator that lets you input as much detail.
Savannah, GA – December 4, 2019

Husband lost his job … I had to make some fast decisions.. the site provided me with information about retirement and taxes
unknown – December 2, 2019

I think yours is the most comprehensive retirement finance planning tool I have come across. Thus far I’ve only been using the free version but am so delighted with its many features I think I’m ready to try the subscription version. Great tool, good job!
unknown – December 1, 2019

Great planning software. A perfect 10 would include just a few more improvements to include inherited IRAs and the ability to alter the drawdowns by account and amount. Keep up the good work!
unknown – December 1, 2019

Very thorough and interesting calculators that made sense. Most financial calculators have you guess what age you will live to, but you actually provide a calculator for that which made me change all my calculations as I pondered living to 97!
unknown – December 1, 2019

Loved it when it was free and still after paying for it. Adding the tax functionality improves the utility and usefulness a lot.
Kingsport, TN – November 30, 2019

I have used other retirement tools on the internet. NewRetirement is the best, by far. NewRetirement provides the best self help on the internet and also provided resources if you want to talk to someone.
Danvers, IL – November 30, 2019

I already recommended site to 2 people. You have the most comprehensive set of inputs. Greater control of some of the investment and inflation variables. Allows for multiple inputs of all sorts of income sources and tax implications.
unknown – November 30, 2019

I investigated numerous retirement planners and eventually found NewRetirement to be the best. I tried the basic (free) version for a bit and have been a happy paid subscriber for around 9 months.

New and improved stuff is being added quite often and the interface is very easy to use.

Support staff is wonderful and always gets back with me right away.

I use NewRetirement almost every day. Two big thumbs up!

Thanks for an excellent product!
Sioux Falls, SD – November 26, 2019

Great flexibility with data input to include changing income levels over years, ability to add pension, also flexible expense over years. Well done.
Lincoln, NE – November 25, 2019

Have already recommended it to my business partner and brother. I need to use your coaches more.
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. User friendly, very easy to input
Richmond, VA – November 8, 2019

I have been doing my retirement planning in Excel but NewRetirement gives me much more information and I am more confident about the accuracy and completeness of the information that with what I was doing in Excel.
Woodstock, GA – November 6, 2019

Provides a concise picture. Valuable what-if scenarios
unknown – November 6, 2019

It is an amazing tool that gives a comprehensive view of one’s needs for retirement planning. You’ve knocked it out of the park as far as user experience goes, too!
unknown – November 4, 2019

I like that you can start very simple with NewRetirement and then add as much detail as you can stomach. You’ve done a very nice job of hiding details if you aren’t interested which I think is very important. This keeps people from getting scared away but as they become more comfortable that can add more details.

Boyne City, MI – November 3, 2019

This program provides ideas and guidance on how I should plan for my retirement
Troy, MI – November 1, 2019

Good attention to detail. Calculations explained (and not hidden behind the curtain). Multiple scenario options. Detailed questions with very few assumptions. Ability to be as detailed as user may want.
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. 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. I have already recommended it to several friends and colleagues
Lake Forest, CA – October 22, 2019

I tell everyone about this toolkit! I’ve sent links to my children to use, and have discussed it with colleagues at work as an extremely useful toolkit to help in retirement planning. I feel like it’s 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. I’ve already recommended it to many colleagues and friends.
unknown – October 18, 2019

I was impressed with the capability, this tool incorporated more info than other ‘simplified’ tools. Thus, I seem to trust the results here with ah higher level of confidence.
unknown – October 15, 2019

very helpful, good improvements over the year I have used it. feeling a bit more confident about my retirement plans as a result of seeing it all laid out here.
Salem, OR – October 11, 2019

Easy to use, comprehensive, makes you think about your entire financial picture for retirement
Roseville, CA – October 11, 2019

Solid, detailed plans that you can’t find in any other online calculator. The information would cost much more money through a financial advisor
Cypress, TX – October 6, 2019

Most elaborate, detailed and accurate
unknown – October 5, 2019

I like the comprehensiveness of the input options, the visuals and how it helps me understand my situation. I need to invest more time into the tool to get the full benefit.
unknown – October 2, 2019

It provides the most detail and ability to see the detail by year to validate its doing what you think. The scenarios are great. I would like to see Monte Carlo Elements and solvers like what we think you could spend, etc.
unknown – October 1, 2019

I like the advice offered and the verity. I don’t discuss this topic much but if I did it would still be 10
Lewiston, UT – September 28, 2019

I’m a proud do-it-yourselfer when it comes to financial planning and managing my family’s wealth sustainably in retirement. I think I’m on the right track, but your program proves it. I update my numbers once a week and you reward me with a status check on my short term and long term progress toward my financial goals. Your simple inventories insure that I’m tracking both investment returns and expenses in a very detailed way. Keeping track of every penny is simple with your system and you are continually upgrading the system’s capability’s. I also appreciate the educational articles (hundreds of them) on every subject. The check lists are helpful to me and your podcast guests make me think. I tell everyone I know about this tool. NewRetirement coupled with indexing in a Vanguard account is all one needs (in my opinion) to have the confidence needed to fire your advisor. Keep up the great work.

De Pere, WI – September 28, 2019

I enjoy receiving and reading the articles. Many topics are helpful and I’ve gained insight into retirement.
Matthews, NC – September 27, 2019

The thoroughness in addressing every factor that potentially impacts retirement finances is unmatched but yet the software is easy to use. Most financial advisors do not offer a plan that is this comprehensive. Your data visualization tools are excellent. I am the CEO of a credit union and am well versed in financial modeling making my standards high. I referred two people to your site today in fact and will tell others. Job Well Done!
Greenville, SC – September 26, 2019

The Planner is simple to use, easy to understand and the basic planner is free. Many updates are underway and the upgrade is reasonably priced.
Sugar Land, TX – September 26, 2019

I find it helpful and easy to navigate. I especially like that I can include my pension information; many other sites don’t allow for that and are strictly focused on other investments.
Napa, CA – September 25, 2019

I have already referred several people. The ease of initial setup is great and I have learned quite a bit.
unknown – September 25, 2019

The formulas you use to compute inflation, and other variables are so helpful! Your site was just what I needed to help to validate my plan to retire realistically.
unknown – September 22, 2019

Tools are intuitive and easy to use, and very powerful, I have not seen any other online calculator that does as much as this one. I have already recommended to several family and friends.
unknown – September 19, 2019

It’s the best retirement planner tool I’ve used and I’ve tried all the free ones. Even your free version is robust. 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. I love all the charts and it was easy to use.
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 don’t. I enjoy the variety of articles to assist in retirement planning and living.
unknown – September 8, 2019

Variety of unique articles with, of course, retirement focus. It’s nice to have well-written, reliable signposts along this journey. Enjoy reading!
Malden, MA – September 8, 2019

Your process is so more sophisticated than any other similar site I have used in the past. Additionally – it is user friendly to navigate.
Fort Lee, NJ – September 6, 2019

Hi Steve, first of all thank you for you do for us!!! Love your podcasts which are very educational and encouraging. Love your free!!! retirement calculator. I have seen ones that charge and not as half as good!!! Please keep up the great work!!
Walnut, CA – September 6, 2019

You have provided thought provoking question which then allow you to continuously update your plan.

I don’t believe that any financial planner can do it any better.
Bradenton, FL – September 5, 2019

You respond. Your data is very accurate compared to others. Easy format to read and understand. 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. Planning for retirement isn’t just your on paper 401K or investments and drawing your 4 percent. Life is more complicated than that and regular people with ordinary low to middle incomes need planning tools that don’t just scare or depress the crap out of them if they don’t earn six digits.
Chula Vista, CA – August 31, 2019

It was very well designed and easy to use. I just started so I need to work with it a little more
unknown – August 25, 2019

Going into retirement is a serious adventure…and it requires a well thought out plan. NewRetirement has provided information and guidance to help us begin the journey. Thanks
Idaho Falls, ID – August 21, 2019

I think you’ve done a nice job of capturing the broad array of financial issues facing those planning for retirement and developing a tool to help forecast and visualize the retirees’ future.
Roswell, GA – August 20, 2019

The planner helped me understand where I was in my retirement goal and showed me the risk I faced when I chose early retirement.
Beaver Dam, WI – August 18, 2019

Great articles, info and links for retirement that are current, relevant to today and innovative.
unknown – August 17, 2019

It seems to cover just about all sources of income and expenses and models changes over time due to COLA, inflation, etc.
unknown – August 16, 2019

New Retirement offers a very complete online tool for calculating and tracking retirement financial plans. I love the flexibility of being able to run multiple scenarios for evaluating different options in retirement.
Nipomo, CA – August 11, 2019

I like the weekly articles and the format of the podcast. Topics are very appropriate, well presented and thought provoking. I like the initial view of the dashboard and I intend to set aside time to test drive this in the coming weeks.

Thank you
Charlotte, NC – August 11, 2019

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. This was I think about 5 or 6 years ago. It has only improved since then. Thank you

Blacksburg, VA – August 3, 2019

great helpful website. excellent retirement calculator and retirement resources. I’ve already recommended it to friends.
unknown – August 1, 2019

I have found that the retirement calculator is the most thorough of any I have seen. I am 64 and have used this tool for several years. It has made me realize that I can retire at 66 with little chance of running out of money.
Downers Grove, IL – July 31, 2019

This is the best comprehensive tool I have encountered that incorporates so many important variables needed to decide potential actions. I have confidence in the What If analysis and especially the optimistic versus pessimistic results. I will be using this tool in about 1.5 years to lock in my disposable income during retirement once I have all the final numbers at time of retirement.
Madison, WI – July 31, 2019

The scope of the NewRetirement planning tool is right for me. The tool is useful in identifying issues of interest as I try to understand and develop my personal retirement plan. I use the tool as a roadmap in educating myself on my retirement goals. This won’t happen overnight but I can pick it up as time allows.
unknown – July 29, 2019

Website offers a wealth of information and retirement planning tools with a minimum level of commercial bombardment. Steve Chen’s podcasts with various illuminati of the retirement industry are invaluable and fun, too!
Wailuku, HI – July 20, 2019

Found you through Get Rich Slowly blog. Loved that JD talked about your site being more of a planning tool and not a retirement planning calculator. Wonderful ease of use, great feedback and information. Looking forward to plugging in more info and may upgrade.
unknown – July 20, 2019

Comprehensive. The educational articles are useful content and I like how they are put together (I’ve actually already recommended this on my Facebook page.)
unknown – July 20, 2019

Nice site with all the different calculators. Looked around since I will be on a pension, to figure out how retirement would be for me and my situation. Helped calm some fears. Thank you
unknown – July 19, 2019

very pleased with all that the New Retirement site offers and I used it regularly for my retirement planning.
Stafford, VA – July 19, 2019

Although I like the optimistic and worst case options, I’d really like a median, or ‘most likely’ option, as primary.

What is best is how many variables the New Retirement planner includes. It rivals a financial planner, and a good one at that.
Barrington, IL – July 10, 2019

I like the Site layout, straight forward, easy to answer questions and the Site’s ability to take it all in. By all I mean, most sites ask just a few questions, your Site seems to allow for more flexibility in providing additional information.
Brownsburg, IN – July 10, 2019

Love the ease of the retirement estimator – can be as detailed or as surface as you like; you can save entries for later, to come bak and update once you’ve pulled more info together; allows for multiple income sources in retirement, and allows for windfalls through house sale or inheritance. Very nice!
Byron, CA – July 7, 2019

Best comprehensive (and free) retirement site available filled with valuable tools, calculations, research and resources. It includes inputs for almost every scenario (Pensions, passive income, 401ks, 403 bs, etc) Everyone contemplating retirement (that means everyone from 25 to 75) should be using this resource. This has helped me out tremendously.

Orondo, WA – July 1, 2019

It offers a comprehensive tool to evaluate financial planning for retirement. One of the best, and independent to boot!
El Cerrito, CA – June 28, 2019

I need to wade through the many the many decisions I need to make over the next 5 years as I head into retirement.
His site has so many great resources and advice of these decisions. I also love that I have a personal retirement profile.

unknown – June 28, 2019

NewRetirement is user friendly and provides a lot of information. It is definitely the best/most efficient online retirement calculator I’ve used.
Johnson City, TN – June 28, 2019

Best retirement calculator I’ve used. Lets you control nearly every variable you can think of.
unknown – June 25, 2019

Very informative. Gives you a lot of options of ways to plan. Also like the comparison section about how you stack up up in your community.
McPherson, KS – June 21, 2019

Like the questions and options. Also, the detailed info/graphs/charts for results. Seems very thorough and compared well with a couple of more generic systems. Also, detail page on assumptions in the overall program.
Ferndale, WA – June 14, 2019

I’ve been doing a lot of reading, finding information and using estimate tools of various kinds to aid my retirement planning. It seems that either on your site itself or through the links you provide, I can get to it all from one interface. Very helpful!
unknown – June 13, 2019

I’m a financial planning professor and suggest this to many of my students as a valuable tool.
Pasadena, CA – June 2, 2019

Specific breakdown of what to consider; ability to run differing scenarios for planning which allows for contingencies.
Bristol, CT – June 2, 2019

Seems quite comprehensive compared to other free tools, especially. The ability to manipulate more items and more deeply really seems to give more relevance.
Kingsport, TN – May 24, 2019

I’ve found these tools very useful. I’m impressed with the amount of information available on the site.
unknown – May 21, 2019

I like how you have the option of plugging in different number combinations and the results are quickly shown.
Ridgefield, WA – May 20, 2019

Very application for someone who’s getting ready for retirement. It could be a flag raiser to make seek professional help.
unknown – May 15, 2019

The only planner to have different looks at the same info. I have geared my future to pessimistic outcome and still have money left — hopefully a lot more….but if not I know I am still covered financially
unknown – May 14, 2019

I think it is the most accurate and reliable and comprehensive of the online retirement calculators
Richmond, VA – May 11, 2019

Great site. Very detailed. Finally a site that allows you to alter expenses in the future to allow for changes!!! AWESOME
Enumclaw, WA – May 9, 2019

Very easy to navigate. Home sale needs options rather than assumption. Market value is not reflective of this area.
unknown – May 7, 2019

I like financial tools that don’t link to actual accounts for security reasons. The tool itself seems to be pretty advanced also. The wealth of information parallels the tool in utility. This is my favorite retirement based website. At some point, I will try the paid versions of the tool also.
unknown – May 4, 2019

The depth and detail available to analyze my retirement is the best. You have thought of things I did not know about. And you provided tools to help me plan the strategy needed.
Colleyville, TX – May 3, 2019

Great site. All of the other calculators assume you have debt and calculate your retirement number based on 80% of your current salary. It’s ridiculous. This is only site that lets you put in all of the variables.
unknown – May 2, 2019

The level of detail the calculator allows you to input and the regular improvements you’ve made. Would like the ability to see everything in today’s dollars. Also you future how sale assumes too much capital gains tax. Need the ability to add cost basis. Would also love the ability to model specific retirement month not just year.
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.
Shoreham, NY – April 22, 2019

I find this site to be very informative for those either planning to retire or in retirement. I especially like the retirement planner.
Woodbridge, VA – April 12, 2019

I find the articles useful and timely for my situation. Many of my friends are also starting or will be starting retirement soon and should find this content very useful.
Merrimack, NH – April 12, 2019

Very informative, touching on topics of great interest to me. Clear presentations. Easy navigation. Great mix of writers. TIMELY.
Maylene, AL – April 6, 2019

Almost everything I find on your site is relative to my planning for retirement in July 2019. I also share some of the articles with my co-workers who are approaching that golden jumping off point. I have developed my own retirement income/expenditures/taxes spreadsheet that has left my accountant more than a little impressed! And I was able to do that with some of the knowledge provided by your website.
Rockville, IN – April 5, 2019

It seems to be just what I need for guidance in retirement. I was telling my daughter about the simulations you can do. There is a range of choices for how much help you need. I may use them all!
unknown – March 29, 2019

I have recommended your site to friends. I think that some may have look into it. I think it’s offers excellent planning tools and it is very easy to use and update regularly.
Ludlow, VT – March 23, 2019

It seems like a great tool. I like the ease of use, the detailed level of results and easy to use graphs, etc. the results at times seem a bit to optimistic. I’d like to see the release of the Monte Carlo simulations.
Steilacoom, WA – March 15, 2019

Easy to use. The two scenarios (Optimistic and Pessimistic), Cash Flow forecast and the variety of information available.
Alvin, TX – March 12, 2019

Turning 65 in 15 days. Like to plan ahead – security is a high value. We are well prepared financially, but the emotional side is scary. It is very helpful to read others stories and wisdom on this journey. Look forward to getting your emails and forward to my wife. Also like the Retirement Planner. Thank you
Macedonia, OH – March 12, 2019

Your site was easy to follow and it helped me figure out some of the basics when it comes to retirement planning. It made me understand the fact that my expenses are key to whether or not I am ready to retire.
unknown – March 4, 2019

good information and retirement calculators. I recommended the website to two coworkers just last week.
Elm City, NC – March 2, 2019

Great step by step approach allows one to start simple and work on each piece of the retirement puzzle.
Woodstock, GA – March 2, 2019

The tool was useful, thought provoking, thorough and very informative. I liked the charts – they clearly demonstrated your results. I admire the person who developed this site.
Portland, OR – February 25, 2019

Very easy to use as well as thorough. Looking forward to 1 on 1 discussions in the very near future.

Need help, guidance and reassurance.
Naperville, IL – February 20, 2019

I get all the information I’ve needed to learn about retirement prep in bite size digestible pieces.
Hendersonville, NC – February 18, 2019

Because pretty much everything I seen on the site is useful. I just updated our retirement plan, a tool I’ve been using since we signed on. I have recommended this site to all our friends and family that are retired or nearing retirement. It’s so varied and packed full of information.
Pasco, WA – February 16, 2019

Projections for retirement income extremely good and suggestions on how to improve my retirement planning excellent.
Brooklyn, NY – February 15, 2019

I have recommended this to others. The site has a lot of good information and is pretty easy to use. I’m still thinking about purchasing the upgrade but I haven’t done that yet….
Napa, CA – February 15, 2019

I have used tools from 401k, Schwab, Motley Fool, VOYA, as well as my own spreadsheets. Simply put your tool is the only one that allows phased planning over many years, rather than point in time snapshots. Intuitive what if graphics are fantastic. Best in the business
Fort Worth, TX – February 15, 2019

I started many years ago with this application , and have seen it become better every yr. I really used it to see if the spreadsheet I have been doing for 30 yrs was correct. Main reason , unlike other sites where u have to link in your retirement information with NewRetirement you don’t have to. Keep up the good work.
Kennewick, WA – February 12, 2019

unlike most retirement calculators it has a lot of ability to customize it for different income streams and expenses. Especially helpful if you plan to work part time rather than an abrupt retirement. Would be nice if it showed more than just a graph for cash flow though
Miles City, MT – February 3, 2019

The insight is new for me – close to the age to retire and enjoy and need the updated information. It’s given in a way I can understand and enjoy! Thank you!
unknown – February 3, 2019

I like your retirement calculator a lot. Your articles are fresh and informative, too. I’m fond, as well, of the tone of your site. It’s friendly and helpful and feels safe, not aggressive.

A Pre-Retiree Who Is About to Take the Plunge

New York, NY – February 3, 2019

I really like what the site provides. Have already recommended to several family and friends.
Lees Summit, MO – February 3, 2019

I think the site has been helpful for me to do some retirement planning. I like being able to change scenarios to get different projections. Great job!
Woodway, TX – February 2, 2019

I have recommended to many friends and coworkers. I think it is the best planner I have tried.
Eagle River, AK – February 1, 2019

The site has a very robust portfolio of analytical tools. It also takes into account more inputs/variables than I have seen on other retirement calculators.
Logan, UT – January 28, 2019

I have learned much about planning, investing, saving and estate planning. I also learned about how to retire better, with good ideas about part-time work, volunteering, long term health care, and medical advice to stay healthy well into our senior years. All in all, the planning, advice, and info has been great!
Turlock, CA – January 26, 2019

It is a fantastic resource. I’ve used lots of planning tools and none have been as comprehensive and educational as New Retirement. There is still a lot I don’t understand, but with this tool I know I will get there. Thank you!
Ashburn, VA – January 26, 2019

Great tool, with a user friendly interface. Lots of valuable information and a great assortment of additional factors to consider when planning for this major life event.
Bothell, WA – January 25, 2019

I have never found anything this complete and easy to use.
Blacksburg, VA – January 21, 2019

I enjoy that I can change entries to see how it will hurt or help in the long run of retirement. I also love all of the different categories. I can be as specific and detailed as I want to.
Littleton, NC – January 17, 2019

The site is flexible. I like the optimistic/pessimistic scenarios. I appreciate all the extra information available.
Grawn, MI – January 15, 2019

Wonderful timely articles that help when we are on the cusp of retirement.
Wichita, KS – January 13, 2019

I have used this tool often, and it strike me as the most comprehensive tool compared to others that include almost every imaginable variable that needs to be considered when estimating retirement plans and funds.
Madison, WI – January 11, 2019

Best I’ve found on the Internet!
Atlanta, GA – January 11, 2019

I love your podcasts and the calculator! Thank you!
Walnut, CA – January 5, 2019

New retirement is the most comprehensive and detailed retirement planning tool that is available to everyone.
Plainfield, IL – December 18, 2018

The analysis is very extensive with the data analytics that give one both confidence and peace of mind.
Le Claire, IA – December 18, 2018

I like the ease of use with software coaching pointing out incomplete sections and possible input errors. It forced me to reconsider my input to guide me to accurately complete my portfolio analysis.
Broomfield, CO – December 17, 2018

I always find several articles I want to read from the newsletter and I always learn something!
Bellingham, WA – December 17, 2018

Great tool that gives a glimpse of my future. Helps me see the results of my sacrifices today.
Ponca City, OK – December 10, 2018

I retired in 2018 and have found the site to have a good deal of information to inform me on my decisions and things to look out for in retirement. Very helpful and relevant information.
Roanoke, VA – December 5, 2018

I LOVE the New Retirement website. It not only provides excellent advice for financial needs, but also for many other needs in retirement. Thank you for a great website. I feel much better prepared to make the retirement decision.
Danvers, IL – November 26, 2018

Relevant retirement information. The planner has been nicely refined these last few years, which shows good attention to the product.
Richmond, VA – November 12, 2018

The information provided by NewRetirement is diverse & insightful.
Fairfax, VA – November 12, 2018

Well thought out modeling, lots of relevant options and topics
Vashon, WA – October 25, 2018

great features, ability to address unique situations,and the PlannerPlus ability to download raw data and the report are awesome.
Conway, NH – October 24, 2018

I find having a multitude of sections that make up the NewRetirement allow me to feel all my bases are covered and easily modified.
Wallingford, CT – October 24, 2018

Because I find it helpful. I like the fact you can enter very little information and get results. Then you can continue to add additional details to fine tune.
Boyne City, MI – October 24, 2018

Great content, podcasts, and planner.
Tampa, FL – October 23, 2018

The articles you publish I find very helpful in my journey towards retirement!
Kent, WA – October 22, 2018

I have used numerous Retirement Calculators and this is the best! Very few calculators treat husbands and wives as separate people…
Belen, NM – October 19, 2018

Great website to get started on your retirement planning!
Guffey, CO – September 28, 2018

I find the website contains the information needed to prepare for retirement. I found the retirement calculator to be extremely helpful in deciding when to retire. I also enjoy reading the answers to the many question received from other viewers.
Woodbridge, VA – September 25, 2018

Most complete retirement tool i have run across and i have tried quite a few. Also, like the pessimistic vs optimistic forecasts.
Bellevue, WA – September 23, 2018

Love your site. Input the data and let the program work. Lets you try different senerios. Constantly updating the site and adding more educational articles. Let’s me feel confident that I’m on track financially to enjoy my retirement. Great job!
De Pere, WI – September 22, 2018

I can use the calculator to project hypothetical scenarios regarding my future income, returns, spending, etc.
East Grand Forks, MN – September 10, 2018

I just think you site/page is one of the more comprehensive places of information available for people who are planning, at all stages and ages, for retirement and gives them a complete and wholistic view of how to approach their personal and shared retirement goals. You’ve 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. Your website covers it all.
Germantown, MD – August 22, 2018

I am a big fan of your website and have recommended it to several people including my children.
Brighton, IL – August 13, 2018

I like the detail planning for retirement that NewRetirement offers. Much better than other retirement calculators I’ve found.
Alpharetta, GA – August 13, 2018

I think the retirement planning tool is 2nd to none!
Tampa, FL – August 8, 2018

Straight forward, easy to use tool
Enjoy the tone of the website and the podcast
Appreciate the natural, un-assuming authority the creator has established in the community, which has translated into access to note-worthy guests

Larchmont, NY – August 5, 2018

Got me excited at the possibility of retiring at 60. I’m 50 now. I appreciate the practical advice. I can do this and well … with focus and intentionality. Thank you.
Palmdale, CA – August 1, 2018

I have used it for a year and now use PlannerPlus. It is the best I have seen and gave me the knowledge to know what I needed to do to retire at 60. I have given this link to several of my current staff and family. I just wish I could get them more interested in using it early as it would help them be better positioned to retire when the time is right. Keep up the good work.
Ranchos de Taos, NM – July 27, 2018

Love the planner and the abundance of information
Clifton, VA – July 27, 2018

This is such a comprehensive site. There were many questions I couldn’t answer off the top of my head. This made me do some research which was necessary for my overall understanding.
Charlottesville, VA – July 23, 2018

I found it to be very comprehensive and allowed me to make informed decision regarding my retirement .
Ramona, CA – July 16, 2018

This is the most comprehensive retirement calculator I have ever seen or used.
Boone, IA – July 16, 2018

Great site with helpful articles and wonderful calculators.
Hockessin, DE – July 12, 2018

Your platform allows each person to develop his/her retirement plan with their current specific assets, liabilities and savings to reflect on their desired retirement income and standard of living years before they actually retire thus providing them the opportunity to tweak and/or make major changes to their planning.
New Roads, LA – July 11, 2018

I like your honesty, your wisdom, and your advice. You ask us to put in our details, and you give us the long term look at what we really have. You use great data and up to date info on the IRS, Social Security and our 401/403 accounts.
Turlock, CA – July 10, 2018

I like how the tool breaks down and incorporates the important variables needed to estimate and gauge optimistic and pessimistic outcomes. The capability of what-if analysis is fantastic.
Madison, WI – July 10, 2018

Fantastic resource. Love the ability to personalize.
Ashburn, VA – July 9, 2018

Great free resource of information and planning for retirement. Not just about the financial aspect – but the whole transition of ones life into a new chapter with new purpose and meaning.
Macedonia, OH – July 9, 2018

It lets me model much more complex scenarios than other retirement planning tools I’ve used. And there is also great content available.
Westborough, MA – July 7, 2018

I have used many retirement planning websites and this is by far the most complete planning tool I have found. Thinking about parting with my Vanguard Adviser and using this tool!
Pfafftown, NC – July 6, 2018

Very complete planner that allows the input of detailed financial information. Program allows the user to run alternate scenarios to test the impact of different scenarios.
Hernando, FL – July 2, 2018

Wide range of considerations. Love the scenario based capability.
Laurel, MD – July 1, 2018

Easy to use, but more so, provides critical information to evaluate the biggest retirement question: Do I have enough? Where are my gaps?
Anoka, MN – June 29, 2018

There is so much great information that has been extremely helpful to us in figuring out our retirement plan. Thanks!
Idaho Falls, ID – June 28, 2018

Very well-designed website. Especially notable for all the resources made available to expand the user’s knowledge of retirement issues.
Chapel Hill, NC – June 26, 2018

Lots of information on retirement. I really like having a detailed plan in one place it helps to have a good view of the future.
Stockton, CA – June 26, 2018

I find the site has very good articles and the retirement planning tool is excellent. I use every few months to check my planning.
Loveland, CO – June 26, 2018

The Retirement Calculator is worth its weight in gold. Just upgraded to the more comprehensive version and couldn’t be happier. Extremely well thought out and comprehensive.
Indianapolis, IN – June 25, 2018

I have referred several friends. I like that the site is comprehensive and noncommittal, not to mention free and informative with all the articles.
Portland, ME – June 24, 2018

The thoroughness of factors you cover in the plan; this site has the best flexibility to create and match my personal scenario of any I’ve seen.
Prescott, AZ – June 23, 2018

Best planner ever!
Barrington, IL – June 23, 2018

Seems very complete…more specific answers to the type of questions I am really concerned with my readiness for retirement.
Oakland, IA – June 12, 2018

I like the fact that you are continuously improving the calculator to cover the numerous variables that need to be taken into account.
Flower Mound, TX – June 3, 2018

The NewRetirement Planner program is comprehensive yet clearly arranged with information that provides answers and guidance. The specialized sections let you provide inputs in a linear fashion while the graphics and checks for additional information provide for a well thought out and easily updatable software package. I have already passed that information along with articles discussing various subjects of interest to my sister-in-law who is getting ready to retire and has heard about the many pitfalls associated with Medicare. Thank you for a great site!
Simpsonville, SC – May 31, 2018

It allows so many options to enter future known income and expenses, and predict what the effects will be.
Ponca City, OK – May 28, 2018

I have enjoyed watching New Retirement evolve over the past years and the information you share with me has been very helpful and encouraging for this retiree. The interviews, articles, and calculator provide info unavailable ten years ago and it just keeps getting better. Thanks for your hard work Steve.
Marietta, GA – May 27, 2018

The calculator is invaluable for retirement planning and the articles and the podcasts are excellent. In addition, I like the site’s objective of helping the retirees or peoples preparing for retirement.
Elk Grove, CA – May 23, 2018

The site is very intuitive and easy to use. It helps users test various scenarios that can aid in their retirement planning.
Fort Atkinson, WI – May 22, 2018

I like how in depth it is. It asks questions you didn’t even know before starting to think about the retirement process. Way to go!
Lady Lake, FL – May 17, 2018

The simplest but highly comprehensive retirement planning tool that I have found. It provides for a logical retirement plan that can be developed in less than an hour.
Laurium, MI – May 15, 2018

I’ve tried many retirement calculators and yours is the most comprehensive I’ve found to date. I update my plan monthly, and it keeps me focused and on track.
Round Rock, TX – May 14, 2018

I am a federal government employee, and not many sites have a pension option. I feel I get a mote accurate picture on New Retirement for that reason. Plus, the site is very easy to use.
Fort Lauderdale, FL – May 11, 2018

Bravo! I was impressed by its straightforwardness and comprehensive treatment. I was not sure I understood the underlying relationships of asst allocation, market returns_risks, and inflation relationships. But, I loved the flow and what I saw. Keep up this great work. You captured my vote for a great product. I wish you great success. Kudos and Thanks.
San Diego, CA – May 10, 2018

What an awesome site. Great information with a very understandable presentation. I really like it and get a lot from the site and associated podcast.
Saint Louis, MO – May 9, 2018

Excellent site with intuitive, easy to use GUI. Covers many retirement options. Provides tools to try different scenarios.
Key West, FL – May 8, 2018

Best free retirement planner I could find.
Arvada, CO – May 7, 2018

New Retirement includes all the variables for a complete financial report of retirement figures and can be easily updated throughout the year.
Malden, MA – May 4, 2018

I have recommended it to many people already. I like the graphs and the ease of projections with plans to cover life changing events.
Redwood City, CA – April 27, 2018

Truly the best retirement planning tool I’ve used. Simplistic yet comprehensive…making our retirement decision much easier!
Stafford, VA – April 23, 2018

Very detailed retirement calculator that takes all things into consideration. Gives me confidence that I’m on the right track to retire on my timeline.
Lafayette, IN – April 21, 2018

This is an excellent tool that is dynamic and very easy to navigate, understand and apply. NR is flexible enough to alter as the climate changes with small tweaks that always lead to a clearer picture.
Murrells Inlet, SC – April 11, 2018

Information provided to us is unbiased by the need to sell us something other than a chance at a successful retirement
Elon College, NC – April 9, 2018

I have used New Retirement as a trusted source for retirement information and planning over the past year as I prepare to retire in August of 2018.
Carlock, IL – April 8, 2018

I find your calculator to be much more sensitively attuned to potential retirement variables than your competitors. I like being able to adjust to investigate alternative scenarios. Additionally, I like the articles and other information you include on your website
Richmond, VA – March 27, 2018

I found the calculator to be very easy to use and iterate to different what ifs. I used this tool as another reinforcement (a more comprehensive reinforcement) to my retirement planning spreadsheets. I already recommended to two others.
Warminster, PA – March 26, 2018

Excellent tools. Easy to use. Well organized. Useful advice. FREE.
Jacksonville, FL – March 25, 2018

The site and app are more comprehensive yet easy to use than any others I’ve found.
Scottsdale, AZ – March 20, 2018

One of the best (free) products online that I’ve been able to find. You’re able to review possible scenarios and excellent articles available. Good people to work with and excellent tools. Highly recommend.
Valley View, PA – March 14, 2018

I’ve tried quite a few online retirement income planners. Yours accounts for more factors and is more flexible than any of the others. It looks at pensions, when you plan to take social security, various kinds of retirement savings vehicles, real estate values, etc. It also factors in the same info for spouse. By far the most thorough and believable.
Osseo, MN – March 13, 2018

It is the best retirement planning program out there.
Peoria, AZ – March 12, 2018

I am very concerned with my retirement, which will be coming up in a year or two. New Retirement’s Retirement Calculator provides me a third-party approach with no monies tied to the calculations.
Cherry Hill, NJ – March 12, 2018

Your retirement planning tool is the best free tool that I’ve found, by far.
Albuquerque, NM – March 7, 2018

Your retirement planner is my all-time favorite. I am completely satisfied with the job my financial planner is doing, but have no interactive tool at their site to check out ‘scenarios’, must request them which typically takes a few days, so I’m often pre-guessing the answer they’ll provide. i’ve recommended this site to my personal trainer, son and DIL and bragged it up to a CPA friend – so despite being a loyal customer I’m dedicated to celebrating your offerings. Thank you!
Chapel Hill, NC – March 6, 2018

Your tool seems to hit the sweet spot between ease of use and complexity…addressing 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. Not many tools include that. I also like that it gives an optimistic and pessimistic view of future earnings.
Sachse, TX – February 24, 2018

The articles are informative and helpful. The retirement calculator is useful. I’m using it! Thank you!
Kent, WA – February 22, 2018

Best site I’ve found for answering retirement questions on relevant topics, and providing information I hadn’t thought about but need to know.
Las Vegas, NV – February 22, 2018

You have good articles on the things that matter for retirement. Also, you cover both the financial and the life quality issues (like how to still feel productive after leaving the workforce).
Lutz, FL – February 22, 2018

You have a great website, and it get in depth, plus I like how your looking to add on additional items. I have already told a couple friends to check it out. Thanks
Naples, FL – February 22, 2018

It is the most thorough, balanced, user friendly system I have seen. I say system as calculator does not do it justice. One can input many variables. The links to articles of interest are convenient and articles unbiased.
State College, PA – February 21, 2018

Very well organized, individual needs considered and very informative.
Bristol, NH – February 20, 2018

It’s the most comprehensive estimator of how long retirement monies will last that I’ve found on the Internet. I’ve already recommended it to several friends.
Denver, CO – February 20, 2018

The tool is thorough, extensive, provides flexibility to adjust your plan, and provides additional readings if you want to learn more.
Henderson, NV – February 14, 2018

This site has opened up road blocks as well as avenues that I hadn’t considered. Wish this was available before I retired. Thanks. Site is very helpful for

Chamberlain, SD – February 14, 2018

Best retirement calculator I have seen with updates available based on life’s changes.
Panama City, FL – February 14, 2018

Ease of use, thorough and logical. I love it, told a friend the next day.
Renton, WA – February 7, 2018

It is a good source of information and has one of the best retirement calculators.
Poquoson, VA – February 6, 2018

Very comprehensive system I use to validate my current advisor program.
Woodland, WA – February 1, 2018

Your site has always impressed me with comprehensive coverage for retirement planning. Other well-known sites may be strong in specific areas, but it is great to have one that covers everything.
Tempe, AZ – January 29, 2018

Your website has a variety of very useful tools and information. It is great for enhancing people’s ability to better understand their retirement options.

Fairfax, VA – January 29, 2018

Concise, clean, clear information. One of the very, very few retirement calculators that has a provision for changing one’s income stream (revenue) in tandem with changing one’s overhead at various points in the aging process. In short, this website ‘gets it.’ Better than anyone else out there. I have yet to plunge into the site past the calculators – – I will be doing so! Thank you.
Arlington, VA – January 27, 2018

NewRetirement calculator is comprehensive and takes into account optimistic and pessimistic views. Also, the strategy is comprehensive including social security benefits, passive income, retirement accounts, etc. The model is very easy to work with.
Ludlow, VT – January 16, 2018

Your retirement calculator has been very useful for me as I try to project into my future retirement years. I was able to enter different scenarios in detail because your of the way your calculator is designed, and was able to come up with a plan that I feel comfortable with and can work to achieve.
Amherst, MA – January 15, 2018

It’s a complicated world and New Retirement provides options to more accurately identify all scenarios facing us.
Gold Beach, OR – January 13, 2018

it simply came on my screen. I find it to be the best calculator I’ve used. retiring soon I want it to be accurate and it seemed to ask the right questions and all of them

Willard, OH – January 4, 2018

The Retirement Planner is the best I have found on the Internet.
Visalia, CA – January 3, 2018

I like the information that I learned from your site. It has helped to plan better, and to be more confident in what I have planned thanks to your help. Your numbers, your info, and your wisdom has helped me make better decisions too. Thanks for all you have done to help.
Turlock, CA – January 2, 2018

I find it to be a very comprehensive site that asks the type of questions that will make one think. With pensions practically being non-existent and the elderly being one of the demographic groups growing in the poverty level, people need to start thinking in a more practical manner. We have grown accustomed to getting everything too quickly and have become a got to have it now society. This is a dangerous way of thinking. We live in the now and not really thinking about the future until we hit our 50’s. This site can help people at least start to rethink on how to save their money. Thank you.
Fairfax, VA – January 1, 2018

The site is very comprehensive, with its detail by type of account, along with the option to receive detailed information on topics.
Flushing, MI – December 31, 2017

I like the information. I have been forced into a possible early retirement. I need all the information I can get.

Washington, DC – December 22, 2017

Very comprehensive suite that is a nice supplement to my current personal advisor.
Souderton, PA – December 22, 2017

You keep improving the model with more granular assumptions / projections.
Edinburg, VA – December 6, 2017

I was pleasantly surprised by both the practicality of the site and the low level of intrusiveness
Belleville, IL – December 4, 2017

Well organized, easy to navigate. Links to helpful articles and information.
Aurora, CO – November 27, 2017

Likely the most dynamic retirement planning site I have come across thus far.
Pfafftown, NC – November 21, 2017

Most comprehensive estimator I’ve found in years of searching!
Atlanta, GA – November 20, 2017

Easy to use. 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. You provide a wealth of information and provide various inexpensive options to obtain advice. It has been highly recommended by various publications and testimonials.
Warsaw, IN – November 14, 2017

Excellent resource and the best retirement calculator out there in my opinion.
Oneida, WA – October 30,, 2017

I have used many retirement calculators and this one is the most comprehensive taking into account many factors that others do not.
Bristol, CT – October 26, 2017

Rarely do you find a site on line that is really free to use , gives great advise through the articles provided , and really seems to want to help you on a path of a good retirement .
Pottstown, PA – October 25, 2017

everyone needs all the info they can get to make decisions on retirement. it’s a big step and takes a lot of planning.
Cleveland, OH – October 9, 2017, 2017

Love the retirement calculator. Plenty of articles offering a wide variety on topics specific to retirement.
Charlotte, NC – October 9, 2017

Very intuitive on the input side, and equally clear on the reporting side… and the fact that it can be updated as life unfolds make it a great and useful tool
Salinas, CA – October 5, 2017

I think it is the best retirement income and savings site that I have used. I sent a link to both of my grown children to have them begin using the site.
Brighton, IL – August 7, 2017

I believe New Retirement calculators and information are the most comprehensive and product neutral tools for Retirement planning available. I HAVE recommended it to several of my colleagues.
Barnegat, NJ – July 16, 2017

This site beats them all! So easy to use and lovehow easy it is to change your numbers.
McKeesport, PA – July 12, 2017

Highly detailed and flexible planning tool and great articles
Oregon City, OR – July 11, 2017

Great information, artfully presented – without an overt sales pitch!
Marathon, FL – July 8, 2017

I sent 4 friends at work the link for NewRetirement last Thursday. We all realize how important it is to be prepared for retirement and so many are not. I like sharing and letting others know about the tools available on NewRetirement.
Holden, MA – July 2, 2017

I like having my retirement plan in one place. Before NewReirement the plan was in different documents and honestly I was uncertain I could make my savings last. In addition, there are many articles to help with many aspects of retirement.
Stockton, CA – June 27, 2017

The details of the information the site asks about and the ease with which one can do What If analysis … I have yet to see a tool as comprehensive and useful as yours in retirement financial planning and forecasting! So glad I accidently stumbled upon it.
Madison, WI – June 24, 2017

This is the best free online retirement planner that I have found.
Arvada, CO – June 20, 2017

Easy to navigate; resources available following each topic; raises guestions I had not considered; like having a live document that I can change, alter & update the most!
Honolulu, HI – June 17, 2017

I love the site. It’s the most comprehensive site and retirement calculator I’ve ever used. I go on it entirely too much, but it’s easy to use and for me to rework different retirement scenarios.
North Salem, NY – June 15, 2017

I love the content.
Boston, MA – June 10, 2017

Most comprehensive analysis of readiness for retirement when compared to the simple online retirement calculators. I appreciated the opportunity to enter as much relevant data as possible.
Pawtucket, RI – May 31, 2017

Has the most variables in a friendly interface that I have ever come across. I am able to enter my various income streams, give ranges of returns on investments, and also integrate income realty and other assets to sell if we come up short. The links to further information on topics of my interest is a further bonus.
Montoursville, PA – May 22, 2017

This online retirement calculator allowed me to enter multiple variables with minimal effort. I think this produces a more realistic view of my retirement situation than the calculators that capture much less information.
Richardson, TX – May 10, 2017

This program lets me look at ALL the assets I can put into play to fund my retirement: rental properties, my business, other passive income. Most retirement programs just focus on savings and IRA/401K’s. It also lets me get serious with numbers and income/out scenarios. THANK YOU! Don’t change a thing!
Tallahassee, FL – April 25, 2017

I found the ability to change many of the assumptions along with the ability to ask for additional information and keep it on a To Do list to be a great option. I am happy with what I have done so far, but have a lot of reading to do on my to do list and tweaking with more detail to do. As I get much closer to retirement ai find this to be one of the best retirement calculator/information sources around.
Manchester, NH – April 14, 2017

It was one of the most comprehensive calculators I’ve used. I look forward to reviewing my responses to ensure I fed the tool accurately, but I found it very beneficial.
Clinton, IL – Mar 12, 2017

Awesome sight easy to use
Omaha, NE – Mar 12, 2017

Always relevant and thoughtful articles. Calculator is great. A positive place to begin planning for retirement. Thank you. Well done!
San Francisco, CA – Feb 11, 2017

The financial and other personal data questions are the most comprehensive that I’ve seen by light years. I find the tool to be easy to use and pleasantly inviting. I love it so much that I sent the link to all my Facebook contacts. Thank you so much!
Reidsville, NC – Feb 8, 2017

Fantastic site – you can get started right away learning about your financial readiness for retiring.
Palouse, WA – Feb 1, 2017

I think NewRetirement offers the most comprehensive Retirement calculator available, taking multiple financial situations into account, and offering an unlimited ‘What If’ scenarios capability missing in other tools.
Barnegat, NJ – Jan 17, 2017

Well researched, useful calculator. Continously improving. Willing to listen and act on feedback.
Flower Mound, TX – Jan 6, 2017

The website was very easy to navigate. I was able to obtain information in a simple, user-friendly and very specific manner based on my own individual needs. The information presented back to me after I entered my details were easy to understand and felt very supportive of my financial goals and present status. Introducing questions for more information at the end of each segment was fabulous.
Cleveland, OH – Jan 2, 2017

Best retirement program I have used.
Oak Creek, WI – Dec 31, 2016

The program seemed to ask a lot of good questions and provide areas for more information.
Delavan, WI – Dec 30, 2016

Information and planning tools on website are very useful. I rarely receive unwanted messages from the site and I do not receive any offers of someone selling something unless I request it. Thank you for being there.
Carthage, NC – Dec 22, 2016

Very inclusive of all expenses and incomes, of rates for inflation and investment returns. 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. It appears you think of everything!
South Windsor, CT – Dec 1, 2016

NewRetirement has proven to have the most realistic and honest tool I have used to estimate my retirement income, how long it will last and real world ways to improve my post retirement finances.
Barnegat, NJ – Sep 20, 2016

It’s comprehensive and easy to use.
Valencia, CA – Oct 29, 2016

Well organized, highly detailed matrix that seems to ask all the right questions to help the user build a plan without a personal advisor. Very impressive layout.
Jacksonville, FL – Oct 25, 2016