Reviews is a website that states their aims is to help millions of baby boomers and seniors find the information they need to guide them through the retirement process, so they can retire securely.

In addition to being potentially expensive, retirement information and services can be extremely complicated to understand, so this company works hard to compile the necessary information and break it into easily understood pieces for their users. 

How Does NewRetirement Work?

According to their website, the creators of realized that most seniors do not have the resources to hire a financial advisor to get the advice they need for successful retirement.

Most services which are available are more “geared toward wealthy households,” not the average retiree. 

So the goal of this website became to provide their users with as many tools, resources, and unbiased information they possibly could in order to get the on the right path toward making their financial retirement choices. 

Their website provides categories like NewRetirement Calculator, Retirement Services, Retirement Answers, Retirement Strategies, Retirement News, Retirement Planning, and Retirement Advisors.

There are also a wide range of other helpful calculators and access to a community for connecting with and learning from your peers. 

The website does admit that they will recommend different services and service providers to you, but they claim they have “endeavored to partner with well-established, well-regarded companies” and that none of these partners will ever influence the information and advice they provide to their website visitors. 

Cost & Price Plans

The information, tools, and resources on this website are completely free for their users.

Instead, they make all their money from the advertisements they allow on their website and from small fees they are paid by mortgage companies, financial advisors, immediate annuity sellers and other financial services providers with new customers. 

And though they promise that these partnerships do not influence the information they provide to their website visitors, they do say that they encourage their users to ask service providers lots of questions and to do their own research regarding the quality of services these companies provide, so they can feel fully confident about their decision. 

Refund Policy

Since this website does not actually charge or collect any fees or money from their users, they have no reason to provide a Refund Policy.

Customers who contract a service provider through this website and then encounter circumstances which they feel justify a refund of their costs must contact the service provider directly. cannot provide a refund or assistance in taking action against a 3rd party financial institution or service provider.  

Customer Service Contact Info

Customers who would like to contact Customer Service with any questions, concerns, or complaints can do so by phone at 866-441-0246 or by submitting them directly to their website through their Contact Us link. 


Unfortunately it doesn’t seem as though there are very many user reviews available for this service at this time, which isn’t uncommon for a free informational resource. More people are inspired to write reviews about products or services when money is involved. 

However, that being said it is very important, and a good sign, that this company is open and honest about their partnerships and that while they still promise to provide users with unbiased information, they encourage their customers to do their own due diligence to ensure that they feel confident about contracting any services they will pay for. 

Customers should take this advice seriously, as independent research may reveal certain aspects of a company or service that you are personally not ok with. 

Competitors and Alternatives?

There are many other financial institutions that promise to help people make a plan for a secure retirement which takes into consideration their personal circumstances and goals, such as Voya Financial and many others.

If you have any experience with NewRetirement or their services, please leave your reviews below.

You may also be interested in Customer Reviews

  • Sort Reviews By:

Billing errors.? NO. They did not close my account and BILLED MY BANK AGAIN.
August 18, 2022

We called New Retirement and after discussion, we cancelled the account. Then they BILLED ME FOR ANNUAL PRICE: $96.00 and I had to contact them and told them to refund my $96. Now they Billed my checking account AGAIN...

So I had to have my bank refund my money. NOW they Billed me a second

time and did not close the account. They were a pain in the ass. DO NOT TRUST THEM.

Accurate retirement financial snapshot.
August 12, 2022
Just started using the free version. So far it has been very enlightening and accurate. It has been consistent with a plan I paid for from a local financial planner. I am strongly considering upgrading to the plus level since I am wanting the use the Roth Conversion features. I wish I had discovered it before I actually retired last year.

The New Retirement website & Planner tool is great!
September 30, 2021

I have been using New Retirement for several years now and find the Planner tool to be very useful to understand my future spending & savings growth.

For the past two years I have paid for their premium planner that helps me understand my likely income tax situation by year among other advanced features. I find the annual fee a bargain for the added value delivered. I update the input data two - three times per year (though you can link your accounts to it if you wish) to keep it refreshed. All in all, I am very pleased with the New Retirement website & Planner tool.

Truly an eye opener and great organizer
September 20, 2021

I have been using this site for about 6 months. It has really helped me to be able to see all aspects of my money during retirement. I can also see what will happen if healthcare rates go up or if general inflation increases so I can plan for those situations. It allows me to change spending at different ages and increase or decrease passive income at different intervals. It also allows me to set my expected longevity based on my health and family's age to death.

There are so many more aspects to this program that are really wonderful. They also provide insights to retirement life from experts that you can watch and become more educated.

Worked great!
May 13, 2019 allowed us to split our budget into separate categories as well as change the budget amounts in various years. You can also change pension, work, social security for your spouse and yourself over your retirement. This flexibility allows us to plan for college for our children as well as different retirement ages. One of the few retirement calculators to have this much flexibility!

April 13, 2019
Entered info. Wanted to call and spam to give me estimate. Put in phone number and email address. Then it just went back to home page before giving estimate.