Getting Started

Articles and checklists created to help you get started using Planner, along with tables of important planning numbers.

17 articles in this collection
Written by Michelle Dash and Nancy Gates

Guidance on Creating Your NewRetirement Plan

★ NewRetirement Classes

Explore these 2 valuable educational opportunities!

Written by Nancy Gates
Updated over a week ago

Build Your NewRetirement Plan Course FAQs

This article answers frequently asked questions about the Build Your NewRetirement Plan course.

Written by Nancy Gates
Updated over a week ago

Steps to create your NewRetirement Plan

This article provides and overview of the important steps to create your Plan with support from our team along the way.

Written by Nancy Gates
Updated over a week ago

Items to have on hand as you create your NewRetirement Plan

This article describes the important documents and resources you'll want to have on hand to create an accurate plan.

Written by Nancy Gates
Updated over a week ago

Navigational Tips

This video demonstrates a variety of navigational tips designed to make your planning more efficient.

Written by Nancy Gates
Updated over a week ago

Get Help From the NewRetirement Services Team

This article describes a variety of ways to access any support you need in creating your plan.

Written by Nancy Gates
Updated over a week ago

NewRetirement Planner Features

This article provides an overview of Planner features.

Written by Nancy Gates
Updated over a week ago

Checklists and Resources

Important Tables for 2022

Tax Rates and Other Important Numbers to guide you in your planning journey.

Written by Nancy Gates
Updated over a week ago

Milestone dates

Important dates you'll want to be aware of when creating your plan.

Written by Nancy Gates
Updated over a week ago

NewRetirement Glossary of Terms

This glossary defines the terms commonly used in My Plan and additional common financial literacy terms.

Written by Nancy Gates
Updated over a week ago

Resources: Books

This article contains a list of books on financial planning, investing, personal finance, and retirement.

Written by Nancy Gates
Updated over a week ago

Resources: Podcasts, Blogs and More

This article includes a list of personal finance related podcasts and more to enhance your learning.

Written by Nancy Gates
Updated over a week ago

PlannerPlus

7 Reasons to Upgrade to PlannerPlus

This article outlines features availble with PlannerPlus membership.

Written by Michelle Dash
Updated over a week ago

8 Scenarios You Can Model With PlannerPlus

This article describes common scenarios that PlannerPlus members can model.

Written by Michelle Dash
Updated over a week ago

Features

5 Scenarios You Can Model With Planner

This article describes common scenarios that Planner members can model.

Written by Michelle Dash
Updated over a week ago

How To Determine If Your NewRetirement Plan is On Track

A guide for using the Overview to determine whether your plan is on track.

Written by Michelle Dash
Updated over a week ago

3 Ways to Monitor Change in Your Plan

This article describes way to visualize updates as you make changes to your plan.

Written by Michelle Dash
Updated over a week ago