What is the one thing you can do today to ensure better financial decision making, habits, and outcomes? You can build and maintain a holistic financial plan. And one way to do that step-by-step is using the NewRetirement Planner.
It’s been over 1.5 years since I did my first review of their platform. So I reached out to their team to get some updates on their growth and new features, highlighted below. They’ve made some notable enhancements that are worth checking out. NewRetirement is one of the best retirement planners today.
What does their software do exactly? With the NewRetirement Planner, you get to take financial wellness into your own hands. Their powerful tool enables you to track all of your accounts (savings, stocks, real estate investments, crypto, and more) in one place. But, the system goes way beyond savings and investments.
You can use their technology to keep track of and strategize your time, income, taxes, debt, goals, insurance, benefits, and more. The tool can also help you find your path to the future you want.
It’s up to you to follow (or break) every rule in the book as appropriate to your values and priorities. NewRetirement is a Financial Samurai sponsor.