An all-in-one, personalized retirement readiness platform designed to assess and fill your gaps in knowledge, preparedness and guidance. You ready to know more & have more?
What Can the Her Retirement Software Do for You?
Assesses your knowledge gaps when you answer a number of retirement questions and then access personalized e-classes and other content to fill your gaps.
What does your retirement look like? What are your lifestyle goals? What do you want your money for? This module will help you answer these important questions.
Assesses your financial gaps when you take an inventory of what you’ve got and what you want, and then provides ideas on how to fill your gaps.
Strategize & Plan
Identifies retirement optimized strategies that address your gaps and top concerns, and are the basis of efficient & sustainable income for life.
Provides guidance on best practices to implement your plan, as well as suggestions for finding the right advisor. You can also get connected to the subject matter experts you need to create and implement your plan.
Fill the Gaps. Feel the Goodness
“Those who have a written Retirement Plan have a nest egg 445% bigger than non-planners.”*
Say Hello to a Collaborative Retirement
While you can use the platform for a DIY retirement plan, it’s optimized for collaboration between you, your RetireMentor coach and our recommended online retirement planning experts. After all, do you really want to become a retirement expert? Yeah, didn’t think so.
Retirement School e-Learning
Get Retirement Smart
There’s no need to “blindly” listen to an advisor, the media, Google or a friend when it comes to the right retirement strategies and plan. By investing a bit of time to know more (and having an open mind), our platform’s e-Learning Module gives you the power to make informed decisions based on research vs. hearsay.
Financial Inventory & Assessment
Find Out if You Have Enough of the Right Stuff
Our platform’s financial wellness capability helps you find out what you’ve got and what you’re missing for your retirement. By being pro-active you can measure the health of your financial inventory. You’ll rest much easier knowing. And you’ll have the right insight to improve your retirement outcome.
Understand How to Make it Efficient & Sustainable
With the right “retirement optimized” strategies you can take your retirement income worries off the table for good. Our platform’s Strategies Module shows you how to make what you’ve got as efficient and sustainable as possible, while also making sure to protect your nest egg against life’s what-ifs.
Prioritize, Organize & Partner Up
to Make Sure You’re Ready
Our platform brings together your team and suggested tactics to help you get organized, fill your gaps and stay on track. This ultimate Are You Ready to Retire? checklist can be used to guide the creation of your retirement plan and keep you and your team on task.
Make it Happen
The final module in our platform is a planning “workspace” where you and your retirement planner coordinate and collaborate on the creation and implementation of your comprehensive plan. You can track your meetings, take notes, share documents, and make “it” happen…together.
The content, calculators and tools in the Retirement Solved Planning Platform are for informational and educational purposes only and should not be construed as professional financial advice. Retirement Solved does not provide tax, investment, or financial services advice. The information is being presented without consideration of the investment objectives, risk tolerance or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. Investing involves risk including the possible loss of principal. We stronglg recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or financial decision. Retirement Solved strives to keep its information and tools accurate and up-to-date. The information presented is based on objective analysis, but it may not be the same that you find with a particular financial institution, service provider, or specific product’s site. All content, tools, financial products, comparison and services are presented without warranty. Additionally, this site may be compensated through third party advertisers.