Review NewRetirement Pros and Cons: A Deep Dive into a Modern Financial Tool

Jeremy BiberdorfBy: Jeremy Biberdorf

October 22, 2023October 22, 2023

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The complexities of modern-day financial needs have driven the demand for sophisticated yet user-friendly financial tools.

NewRetirement, one of the best net worth trackers available, is a testament to the transformative power of technology in personal finance. It offers a streamlined approach to financial planning, simplifying complex processes into digestible insights.

As we navigate an era of economic uncertainties, tools like NewRetirement are not just conveniences. They have become essential instruments in ensuring financial security and planning for the future. The rise in popularity reflects its growing importance in equipping individuals with the means to make informed decisions about their wealth. NewRetirement’s array of features and commitment to accuracy quickly cements its position as a frontrunner in the financial tool landscape.
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The Genesis of NewRetirement

NewRetirement has a notable presence in the bustling financial tech landscape. This innovative platform traces its origins back to the visionary aspirations of Stephen Chen, a passionate entrepreneur from San Francisco. His mission was to pave a novel path toward financial independence for the everyday individual.

Stephen Chen isn’t just an entrepreneur; his professional journey is diverse and impactful. From his early roles as a paper boy and pizza delivery guy to more intricate roles where he consulted with banks, brokerages, and insurance firms across the US and Europe, Stephen’s multifaceted career shaped his insights into the financial domain. His experience co-founding a venture-capital-backed firm that eventually raised a staggering $40M showcases his ability to identify and harness financial opportunities.

As the founder and CEO of NewRetirement, Stephen crafted the “TurboTax” for financial planning. He established a comprehensive platform offering software, classes, coaching, and certified financial planner services for a broad spectrum of clients. Stephen’s expertise and genuine desire to transform financial planning propelled NewRetirement to the forefront of financial tools today.

NewRetirement Key Features and Services

In today’s digital age, a tool’s features often determine its popularity and utility. NewRetirement has embedded various functionalities tailored to serve a diverse user base. This platform offers more than just a basic glimpse into one’s financial landscape. Instead, it provides a panoramic view, ensuring users understand their assets and liabilities comprehensively.

Features of NewRetirement include:

  • Asset Tracking Across Categories: Keeping an eye on varied assets is now simpler. Everything is neatly categorized, whether it’s stocks, bonds, or other investments.
  • Comprehensive Financial Reports: Users benefit from detailed reports that shed light on their financial health, allowing for informed decisions.
  • Support for Various Asset Types: Diversifying investments is a modern financial mantra. NewRetirement understands this and offers support for tracking a variety of assets, including:
    • Precious metals
    • Real estate properties
    • Cryptocurrencies and other digital assets
    • Tangible assets like vehicles and art

With its robust offerings, NewRetirement ensures that individuals have the tools to navigate the ever-evolving world of personal finance and retirement planning.

NewRetirement Pricing and Cost Details

Financial tools are invaluable assets in today’s fast-paced financial landscape. They offer individuals a clear way to understand, manage, and forecast their finances. The cost of these tools can vary widely, depending on their features and the value they provide to users.

NewRetirement offers a tiered pricing model to cater to a range of financial needs:

  • Basic Plan: Aimed at those wanting more than just a rudimentary retirement calculator, this plan offers a comprehensive approach to financial planning. It’s free, allowing users to create personalized plans, get trustworthy planning solutions, and even run “what if” scenarios.
  • PlannerPlus: For those needing an in-depth dive into their financial futures, PlannerPlus is available at $120 per year. It includes everything from the Basic plan and boasts over 100 additional planning inputs, real-time net worth monitoring, interactive explorers, and more. Users also get bonuses such as introduction classes to financial planning and live Q&A sessions.
  • NewRetirement Advisors: This top-tier plan costs $1,500 annually and is perfect for individuals seeking professional insights. Along with everything from the PlannerPlus, it collaborates with a certified financial planner professional. Features include comprehensive action plans, scheduled check-ins, and as-needed access to the CFP.

In conclusion, NewRetirement’s pricing structure offers solutions for a broad spectrum of financial planning needs, ensuring there’s a plan suitable for everyone.

Review NewRetirement Pros and Cons

The financial world is ever-evolving, and having the right tools can make all the difference. One such tool is NewRetirement. But, like any product or service, it has advantages and drawbacks. Let’s review NewRetirement pros and cons.


  • Comprehensive Coverage: NewRetirement offers a broad range of features. The tool covers it, whether tracking assets like real estate or precious metals or generating detailed financial reports.
  • Security: With concerns rising about data breaches, it’s comforting to know that NewRetirement emphasizes bank-level security. This ensures user data remains protected.
  • Diverse Asset Classes: Catering to the modern investor, NewRetirement supports tracking everything from traditional investments to DeFi assets across different blockchains.


  • Learning Curve: With its extensive features, new users might need time to familiarize themselves with the platform.
  • Specific Focus: While its diverse asset class tracking is commendable, those seeking a simple, straightforward tool might find it overwhelming.

In summary, NewRetirement brings a lot to the table, but potential users should weigh its strengths and limitations before diving in. Making an informed choice is the first step towards better financial management.


With tools like NewRetirement, individuals find it easier to stay atop their financial game. NewRetirement offers various features that cater to a broad spectrum of financial tracking needs, from diversified asset management to comprehensive reports. Its focus on giving users a complete picture of their wealth solidified its market position.

In today’s dynamic financial landscape, it’s imperative to have a trustworthy platform that aids in making informed decisions. Every individual has unique financial tracking needs. Thus, choosing a tool that aligns with one’s financial goals and strategies is crucial. Is NewRetirement that tool for you?

To dive deeper into what NewRetirement brings and make an informed choice, click here. One can determine if NewRetirement is the right companion in their financial journey by assessing the features and benefits.
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Jeremy Biberdorf
Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. He's a father of 2 beautiful girls, a dog owner, a long-time online entrepreneur and an investing enthusiast.

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