NewRetirement

Nancy Gates

Articles and videos created to guide you in creating your Plan

Get Started Series

This video shows a quick overall tour of the PlannerPlus site and its features.

Get Started Series #1: Tour

This video provides an overview of the features found on your Dashboard.

Get Started Series #2: Overview

Overview

This video provides and overview of the Profile and Goals section.

Profile and Goals

This video provides and overview of the Assumptions section.

Assumptions

This video guides you in configuring the Profile and Goals section of My Plan.

Get Started Series #3: Operations, Profile and Goals

This article describes how to model the loss of a spouse in My Plan

Modeling the loss of a spouse in My Plan

This article describes the options for marital status in My Plan

Changing marital status in My Plan

This article describes the Tax Toggle which allows you to change the tax assumptions in My Plan

Modeling the Tax Cuts and Jobs Act of 2017

Profile, Goals, and Assumptions

This video provides and overview of the Accounts and Assets section.

Accounts and Assets

This video guides you in configuring the Accounts and Assets section of My Plan

Get Started Series #4: Accounts and Assets

This video demonstrates how to enter Standard and Income Linked contributions in your plan.

Video: How Do I Add Contributions in My Plan?

This video provides an overview of the Home and Real Estate Section

Home and Real Estate

This video guides you in configuring the Home, Real Estate and Debts sections of My Plan.

Get Started Series #5: Home, Real Estate and Debts

This video provides an overview of the Debts Section

Debts

This video provides an overview of the Income Section

Income

This video guides you in configuring the Income section of My Plan

Get Started Series #6: Income

This video describes the Social Security Spousal Benefits and demonstrates how to model them in My Plan

Spousal Social Security

This video provides an overview of the Expenses and Healthcare Section

Expenses and Healthcare

This video guides you in configuring the Recurring Expenses section in My Plan.

Get Started Series #7: Recurring Expenses

This video guides you in configuring the Medical Expenses section of My Plan.

Get Started Series #8: Medical Expenses

This video provides and overview of the Money Flows section.

Money Flows

This video provides an overview of the Money Flows section and demonstrates how to customize your withdrawal strategy.

Get Started Series #9: MoneyFlows and Customizing Your Withdrawal Strategy

This video provides an overview of the Estate Planning section.

Estate Planning

Estate

This video provides and overview of the Explorers available in the NewRetirement financial planning platform.

Explorers

This video demonstrates how to use the Social Security Explorer feature of the NewRetirement financial planning platform.

Get Started Series #11: Social Security Explorer

This video demonstrates how to use the Roth Conversion Explorer feature of the NewRetirement financial planning platform.

Get Started Series #12: Roth Conversion Explorer

This video demonstrates how to create scenarios in the NewRetirement financial planning platform.

Get Started Series #13: How to Create Scenarios

This video demonstrates how to compare scenarios

How to Compare Scenarios

Scenarios

This video provides and overview of the Digital Coach feature of the NewRetirement financial planning platform.

Coach Suggestions

This video provides and overview of the Insights Library of Reports.

Insights Library of Reports

This video demonstrates a variety of ways you can use the Insights charts to inform your planning.

Get Started Series #10: Insights

This video provides and overview of the download and print features of the NewRetirement financial planning platform.