Quick Tips

Quick Tips

Have questions about planning? Browse Quick Tips videos below. You’ll learn how to answer the most common retirement planning questions, explore basics of financial wellness, see how to make decisions about your accumulating savings, and see how to take advantage of PlannerPlus features.

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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.

Mike Pappis

Mike enjoys helping people from all types of financial backgrounds with planning for their future financial goals, like retirement. His goal is to educate and empower you so you can feel confident in your financial decisions and enjoy the life you want to live.

With 10+ years of experience in the financial services industry, Mike has had exposure to various sides of the industry. Mike is a CFP® professional and IRS Enrolled Agent and is always looking to continue developing his financial knowledge.