Up Next

Up Next

Cool things we are beavering away at now, but if you’d rather see what’s already live , check out our release notes.

In Progress Account aggregation

Soon you will be able to link your accounts if you want. If you link your accounts it will be easier to see your complete situation in real time and NewRetirement can alert you if things are off track.

In Progress Financial coaching subscription

Get on demand coaching to help you setup your plan and execute it. Changing behaviors is the hardest part, so NewRetirement will help by holding you accountable :-).

In Progress Simpler UX (User Experience)

Make the whole Planner & Plus experience much simpler to use. We’re thinking paint by numbers – figure out the big things, then dive into the areas where you can gain significant value (taxes, healthcare, pension, Social Security, withdrawals, investing, risk) but hide things that don’t matter to you.

In Progress Social Security optimization

We are going to put together Social Security best practices, What If and plan optimization capabilities to help our Plus users solve for how to get the most out of Social Security in the context of a complete plan and taxes.

In Progress Monte Carlo

Many people have asked, so we are adding Monte Carlo modeling. Basically our Plus users will be able to assess the probability of success of their plan or scenario.

In Progress Virtual Financial Advisor framework

“Any sufficiently advanced technology is indistinguishable from magic” Arthur C. Clark’s 3rd law.

Basically we will help solve & optimize plans automagically. More coming on this.

In Progress Planner & Plus improvements

Things people are asking for:

  • labels
  • additional account types (HSAs, 457, etc),
  • life insurance
  • month/year vs age selection
  • taxability on passive income
  • better messaging
  • Real (today) vs. Nominal (future) dollars switch