Tools and education to help you achieve a secure and happy NewRetirement
A quick calculator and powerful planning tools
Retirement Planning Made Easy
By harnessing technology, we can make financial planning accessible on any budget.
We're here to help you understand entering and planning along the retirement journey.
Education materials designed to help you make better financial decisions.
Your circumstances are unique. Create a retirement financial plan that will help you meet your goals.
How the Retirement Planner works
Choose the plan that fits your life.
Through our partnership with NewRetirement, we were able to negotiate discounted rates for you.
Take the reins and build a more complete retirement plan with options that go beyond a simple calculator.
Hands-on direction and insight help you make more informed decisions to enter retirement with confidence.
Special rate for American Fidelity customers.
Everything from Basic, and...
The best technology used by thousands of satisfied customers1
Of our customers feel more
confident with their money
for their future
$200b in assets
Go beyond your savings and investments.
What matters most, now
and in the future
Recurring and one-time
Living expenses, mortgages/rent, college tuition for children
Pensions, 403(b) and 457 Plans, 401(k) Plans, Annuities, Social Security and Work
Modeling, itemized deductions,
Future changes in living
arrangements, purchases, sales
Medicare and long-term care
Items that can impact your retirement planning