NewRetirement, LLC
Case Study

We have worked at leading financial services firms like Charles Schwab and J.P. Morgan, built financial services systems in use by Fortune 100 companies and started another successful Internet company that focuses on life transitions. However, the idea for NewRetirement did not come about until after we helped our own parents put together their retirement plans. Most of our parents did not adequately prepare for their retirement living expenses. It was a source of great stress for them so we intervened to help create a household budget and retirement income/expense forecast. Their situations looked dismal – especially considering the many retirement issues that most retirees are not even aware of - but our background in financial services and retirement planning enabled us to identify many strategies to help them have a more financially secure future.

Once we began to search for information, we could not find a website that had good comprehensive information covering retirement planning subjects. We were looking for an integrated and unbiased source of retirement information on-line, a place that would facilitate helping the average American household optimize for retirement by providing free, comprehensive information presented in an impartial way.

Not finding one, we chose to create NewRetirement.com. NewRetirement today is a foundation upon which we will realize a larger vision of being an advocate for retirees and seniors by providing education, services, decision support systems, and community.