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.

Rae DeBruyne

Rae is a CFP® professional with 5+ years of experience in the financial planning industry, having previously worked at small fee-only planning firms. 
She currently serves as a Financial Wellness Coach and Business Analyst at NewRetirement.

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.