![]() ![]() Academy members also have access to exclusive in-depth live Q&A sessions. Multiple classes are pre-recorded and you can watch them on demand. The in-depth classes cover topics including: These benefits are in addition to the digital retirement planner. With PlannerPlus Academy, you get to access monthly personal finance classes and priority product support. The service can track your net worth and account balances. You should choose this plan if you want to monitor your bank and financial accounts in real time. The webinar host can answer your questions as you improve your plan. There are also live Q&A sessions to help you navigate the planning process. However, the advanced planning tools and simulators can answer most of your questions. PlannerPlus doesn’t provide human financial advisor access. Add optimistic and pessimistic assumptions.Upgrading unlocks more interactive features, including: The PlannerPlus tier has a 14-day free trial and costs $120 per year. For example, I own investment property and need the paid version to record this. However, being unable to customize your assumptions for the various factors can be a mild frustration. I personally think this plan is sufficient if you want of a rough idea of your current progress. You can see how much information this membership plan provides and decide if you want to upgrade for full functionality. You can also update your financial metrics and see the potential impact.Īll new members start with the free planner. However, it lets you quickly project how much money you can have in retirement and what steps you can take to improve your odds of success. This plan doesn’t link to financial accounts or track your net worth in real-time. This tier is free, and there isn’t an obligation to pay for any services unless you want access to additional features. ![]() The default account option is the Basic level. NewRetirement offers four pricing options, ranging from free all the way up to $999 annually. If you only want to use the free version, you can do so hassle-free. You also won’t get annoying phone calls encouraging you to upgrade to the paid version like you will with other companies. The company uses a third-party service (Plaid) to connect to bank and brokerage accounts without storing the information on their server. NewRetirement uses bank-level security to protect your data. You can get personalized suggestions and hire an on-demand financial advisor for one-on-one planning sessions. Upgrading to the NewRetirement PlannerPlus includes real-time net worth tracking and money simulators. You should also consider this platform if you want a customizable retirement planner. The free platform can be a good option for anyone who is unsure if they are saving enough for retirement. That said, most of the platform is available with their “forever free” membership. The one-on-one financial advisor sessions also require a purchase. However, NewRetirement doesn’t link to financial accounts unless you upgrade to the paid PlannerPlus version. The retirement planner is more like a budgeting app than an investment tracking app like Empower. You can customize your responses after the initial review to fine-tune your plan. It takes less than ten minutes to complete a basic questionnaire to project your retirement progress. Some of the NewRetirement features include: NewRetirement provides free and paid retirement planning tools that can offer more insight than your broker’s retirement calculator. List Current Housing Costs and Home Value What Features Does NewRetirement Offer?. ![]()
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