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Explore Roth strategies and features

Live Course
The NewRetirement Way to Plan

Use the NewRetirement Planner to explore ways to make better decisions and do better with your money, stay on track, and walk confidently on the path to financial wellness.
Meet the TEAM

NewRetirement's Financial Wellness Team


Nancy Gates

Nancy joined the NewRetirement team in 2021 after a 30 year career as a Spanish teacher and World Language Department leader. She has a passion for communication, educating and empowering others, and personal finance.

Nancy’s goal is to educate and support the NewRetirement community and others in building financial literacy and improving their financial wellness.

You may meet her during Classes, Office Hours, or Live Plan Review Sessions.

Jean Allen

With Masters degrees in both Life Coaching and Management & Leadership, Jean is passionate about empowering individuals to live their most authentic and fulfilling lives. She wants you to feel confident about your ability to fund a secure financial future.

Jean has 9 years of financial coaching experience. In her most recent position with the United States Navy, she helped service members and their families create financial goals and an actionable plan for achieving them.

Rae DeBruyne

With strong analytical inclinations and desire for meaningful work making a difference in the lives of others, Rae enjoys exploring plans with users, guiding them through all the capabilities of the tool, and helping address their financial questions along the way.

She currently serves as a Financial Wellness Coach and Business Analyst at NewRetirement.
Schedule a 1:1 Coaching Session
$250
PER SESSION

Course reviews

It’s a fantastic very affordable resource that is relevant with sophisticated in-depth software, I was further impressed with the true care added by the education resources made available - even live zoom classrooms! I kept being amazed further to find free consultation and even the ability to engage with a fee based Advisor. Thank you NewRetirement, you were just what I was looking for.
Kelly