Tools and education to help you achieve a secure and happy NewRetirement

We’ve partnered with NewRetirement to give you a comprehensive and personalized NewRetirement planning experience. Do better with your goals, time, income, savings, debt, taxes, insurance, home equity and more. Find your path to the future you want.
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A quick calculator and powerful planning tools

Take retirement planning into your own hands.
Retirement Calculator
The Retirement Calculator widget is a simple tool that allows you to forecast your retirement savings.
Get Quick Answers
Basic Planner

Better than a simple retirement calculator, it’s a great way to take control and build a more complete financial plan.
Planner Plus

Unlock the full power of planning with more inputs and insights to help you make better financial decisions and feel confident about your future.

Retirement Planning Made Easy

We’re here for the little decisions, big life changes and the unexpected things that pop up along the way.
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Affordable

By harnessing technology, we can make financial planning accessible on any budget.

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Understandable

We're here to help you understand entering and planning along the retirement journey.

The couple is sitting on a couch and smiling after making sound financial decisions.

Comprehensive

Education materials designed to help you make better financial decisions.

Men and women are cheering after devising a tailored retirement financial plan that aligns with their goals.

Personalized

Your circumstances are unique. Create a retirement financial plan that will help you meet your goals.

How the Retirement Planner works

As you develop your plan, we’ll offer opportunities, optimizations and anything else that will make for a better retirement.
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  • Organize all your finances in one place
  • Discover opportunities
  • Make decisions and take action
  • Stay on track

Choose the plan that fits your life.

Through our partnership with NewRetirement, we were able to negotiate discounted rates for you.

Basic

Take the reins and build a more complete retirement plan with options that go beyond a simple calculator.

Free

No credit card required
  • Build a personal plan
  • Get reliable Planning answers
  • Try "What if" scenarios

Planner Plus

Hands-on direction and insight help you make more informed decisions to enter retirement with confidence.

$120/year

billed annually

$96/year

billed annually

Special rate for American Fidelity customers.

Everything from Basic, and...

  • Additional 100 planning inputs
  • Real-time net worth monitoring
  • Personalized digital coach suggestions
  • Interactive explorers
  • Deep insights
  • Scenario comparisons
  • Live Q&A sessions

The best technology used by thousands of satisfied customers1

0 %

Of our customers feel more
confident with their money

0 k+
Have built solid financial plans
for their future
$ 0 b
Individuals are managing retirement plans with over
$200b in assets

Go beyond your savings and investments.

You can learn. You can grow. Just know that, when it comes to money, you’re never alone.

Goals:

What matters most, now
and in the future

Budget:

Recurring and one-time
expenses

Debt:

Living expenses, mortgages/rent, college tuition for children

Income:

Pensions, 403(b) and 457 Plans, 401(k) Plans, Annuities, Social Security and Work

Taxes:

Modeling, itemized deductions,
tax brackets

Real Estate:

Future changes in living
arrangements, purchases, sales

Medical:

Medicare and long-term care

More Factors:

Items that can impact your retirement planning

Real people who see real value in our process

Not just a generic plan. Customizable and flexible with wonderful options and scenario building. Makes me feel confident in my plans!

Bonnie

Not just a generic plan. Customizable and flexible with wonderful options and scenario building. Makes me feel confident in my plans!

Bonnie

I feel empowered to make better decisions.

Dave

I feel empowered to make better decisions.

Dave

This is an excellent tool. It has given me the confidence to manage my own retirement plan. Highly recommended!

Dale

This is an excellent tool. It has given me the confidence to manage my own retirement plan. Highly recommended!

Dale
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