Try it out! Not trying to sell stocks bonds etc. 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. And Michelle has been great.October 30, 2020, By far the most comprehensive tool Ive found and has help me answer my own questions, try out scenarios and be more confident in decisions. Its given in a way I can understand and enjoy! The tool itself seems to be pretty advanced also. Will definitely be trying the Plus version. Really appreciate the constant effort to improve the tool.November 21, 2021, Outstanding service. Keep up the good work.Ranchos de Taos, NM July 27, 2018, Love the planner and the abundance of informationClifton, VA July 27, 2018, This is such a comprehensive site. Way to go!Lady Lake, FL May 17, 2018, The simplest but highly comprehensive retirement planning tool that I have found. Edinburg, VA December 6, 2017, I was pleasantly surprised by both the practicality of the site and the low level of intrusivenessBelleville, IL December 4, 2017, Well organized, easy to navigate. Heres a suggestion. with instant feedback. February 24, 2021, I wish this was around when I was planning my retirement. I like to be able to do retirement planning by running simulations of different scenarios.April 13, 2021, Just my initial impression Seems like a good tool.. NewRetirement projects your monthly payment based on your age and income. Glad to see that there is support and more in-depth analysis if you need that service. Ludlow, VT January 16, 2018, Your retirement calculator has been very useful for me as I try to project into my future retirement years. Will be upgrading to the plus version soon.June 21, 2021, Very robust planner software with many useful features and functions. Quite comprehensive but user friendly as one is able to run different scenarios. Life Insurance Planning Capital Needs and Expenses Sequence of Returns Retirement calculator is easy to use. Some of the NewRetirement features include: It takes less than ten minutes to complete a basic questionnaire to project your retirement progress. I have told many about it. Hendersonville, NC February 18, 2019, Because pretty much everything I seen on the site is useful. THANK YOU!September 21, 2020, Im approaching retirement and want to read all I think is helpful. I love this site. 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. It is a great resource.June 17, 2021, Visualization of wealth trajectoryJune 16, 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. Thank you for being there.Carthage, NC Dec 22, 2016, Very inclusive of all expenses and incomes, of rates for inflation and investment returns. I like Social Security information, I like Roth conversion information.August 21, 2021, Very useful app for managing revenue and expenses. The cola kicks, starting at 56, shouldnt start at age 67. 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. It includes information on inflation . I feel like its probably the best retirement planning toolkit out there bar none.Dayton, OH October 21, 2019, This site is very extremely well thought out and easy to use. What is best is how many variables the New Retirement planner includes. May 17, 2021, Its the first online calculator that for free has given me a clearer path to my retirement readiness. The tools are self directed and easy to use. One very interesting thing they do is create a longevity age, 10 years more than your life expectancy. Allows for multiple inputs of all sorts of income sources and tax implications. The last addition of the average outlook has caused the Monte Carlo function to become useless. January 24, 2021, Its a really cool tool but I dont like having to choose my own optimistic and pessimistic growth forecasts (since I really have no idea). The tool is very detailed and its easy to try various scenarios. Thank you.January 8, 2021, I can easily see what the future projections could be by adjusting incomes or expenses. Im fond, as well, of the tone of your site. This tool runs 1,000 scenarios using different investment, inflation and earned income assumptions to find the probability of having enough money for retirement. 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 helped me to realize my early retirement dream. Thank you. Premium users can add these details as well: Listing your current savings balance and savings rate makes it easier to estimate your future nest egg size for your liquid assets and alternative investments. So far, I am very much a fan.June 10, 2021, Easy to use and try different things to consider. I have already referred a friend to the website.July 29, 2020, Give a complete picture of retirement. September 18, 2021, A great way to plan and monitor your finances. 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 Im often pre-guessing the answer theyll provide. It is very helpful to read others stories and wisdom on this journey. I also enjoy the articles and other supporting information thats provided ongoing.December 1, 2021, Its the best program out there. different scenarios on retirement income. I truly appreciate your work in making this tool available for all. I HAVE recommended it to several of my colleagues.Barnegat, NJ July 16, 2017, This site beats them all! Josh is a personal finance writer who paid off $80,000 in consumer debt and uses his experience of getting out of debt to write about personal finance topics including making money, saving money and investing. There are many tasks to do to prepare for retirement, and theyre in addition to your regular day-to-day work and personal activities. I can model a Roth conversion(s) and see lifetime tax impacts. July 12, 2021, NewRetirement provides very good functionality and usability at a price that is reasonable for an individualJuly 12, 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 Ive found. I appreciate the practical advice. I want to stay in the 12% bracket and the software helps me plan that. !Walnut, CA September 6, 2019. If retirement planning is your goal, its certainly the best free toolOctober 12, 2021, I have already recommended to several friends. Although I like the optimistic and worst case options, Id really like a median, or most likely option, as primary. New Retirements 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 Ive found, by far. Would be good to create a requested enhancement list and let active community members vote to prioritize enhancements. acted upon as a complete financial plan. 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. unknown September 8, 2019, Variety of unique articles with, of course, retirement focus. Table of contents The best retirement calculators for Canadians Not just a generic plan. Lots of good information.November 10, 2021, The clarity, ease of use, and non-commercial (trustworthy) nature of your business and calculator. 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. Supplemental resources are vey helpful. Plus, the site is very easy to use.Fort Lauderdale, FL May 11, 2018, Bravo! 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, i have already recommend NewRetirement to a few friendsApril 19, 2021, Does everything I need it to do.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 ifs with the data. Academy members also have access to exclusive in-depth live Q&A sessions. One of the onboarding questions is whether you own or rent your primary residence and the current monthly payment. July 6, 2021, This of course is new to me and the information I receive from this report is very helpful.I look forward to reading the materials to see what I should be doing to line up for retirement.ThanksJuly 6, 2021, very helpful and affordable toolJuly 6, 2021, Your tool is the most comprehensive, user friendly calculator and forecasting tool Ive found. 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 Ive found in years of searching!Atlanta, GA November 20, 2017, Easy to use. June 3, 2020, It is evolving into an excellent tool and its priced correctly.June 3, 2020, It requires minimal information, yet produces an easy-to-view summary of the state of affairs. Easy to use. November 19, 2021, Excellent content. I already recommended to two others.Warminster, PA March 26, 2018, Excellent tools. Gives a person so many options to look at retirement scenarios. Job Well Done!Greenville, SC September 26, 2019, The Planner is simple to use, easy to understand and the basic planner is free. unknown November 4, 2019, I like that you can start very simple with NewRetirement and then add as much detail as you can stomach. Would be interesting if a user could simulate at least 1 bear market timing. 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. 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. I am already 6 years into retirement and wish I had this to use as I was planning prior to retirement. The software may provide insights such as how much to save monthly, tracking of savings goals, and so on. Not sure what dates to assign? I tried the basic (free) version for a bit and have been a happy paid subscriber for around 9 months. Gives me confidence that Im 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. Thank you!Kent, WA February 22, 2018, Best site Ive found for answering retirement questions on relevant topics, and providing information I hadnt thought about but need to know.Las Vegas, NV February 22, 2018, You have good articles on the things that matter for retirement. I particularly like the detailed tax analysisJune 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 manufacturerJune 2, 2021, Ive enjoyed working with the NewRetirement calculator for a few years. In addition to the Planner (with a very active development pipeline), the extensive educational materials and community aspect make this a holistic platform for both pre-retirees along with those already retired become comfortable with where they are on their journey.November 21, 2021, Planner is easy to use and update. The Strengthen Your Plan tool is an online education center for different financial and retirement topics. unknown January 31, 2020, Great calculator that allows me to adjust variables like impact of market drop, spending, returns, etc. The support I see is fantastic. NewRetirement offers free retirement planning tools that will satisfy most users. Thanks for all. I dont discuss this topic much but if I did it would still be 10Lewiston, UT September 28, 2019, Im a proud do-it-yourselfer when it comes to financial planning and managing my familys wealth sustainably in retirement. Have availability for more support and advice if desired. The other reason I chose 10 is because unlike other sites/surveys where 10 is extremely likely I dont consider myself an extremist, so I never pick 10 when it means extremely anythingNovember 12, 2021, It is a very helpful tool and it helped me understand my financial picture clearly. You can also include your current home equity for your primary residence with the Basic plan. 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. Would like to be able to label future major purchases so they are easily recognizable. January 30, 2021, Best in depth, comprehensive retirement calculator but it would be nice if you didnt have to sign up for the paid subscription to get the extra benefitsJanuary 30, 2021, Its easy to use and helpful. Videos and articles created to showcase our cool features and improvements as they are released. I have recommended New Retirement to many friends and family. Some retirement planning software in Canada comes in the form of a calculator. Love the scenario based capability. PlannerPlus offers an in-depth budgeting tool, but you must manually input your expenses for the 75+ categories. And it is super easy to make adjustments to the numbers. 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.