TIAA-CREF Retirement Planner

Challenged with creating a better way for members to understand and plan for retirement, I co-lead the creation of a online savings planner capable of helping users thru the nuances of planning and giving actionable financial advice.



We started the discussion of the amount needed in retirement by relating it to a user’s current income. Adding to this, we discussed these numbers in the understandable realms of monthly income/spending rather than a mythic sounding multi-million dollar “number”. All of this was aimed at helping users better conceptualize their retirement finances.

Additionally, we integrated educational tips, copy and experiential components throughout so users would be inclined to take small steps to improve their savings plan without being shocked off by scary and seemingly unworkable scenarios.

Finally, we presented them with an actionable plan that gave a mixture of immediately implementable advice (buy this asset class, sell that asset class) and longer term recommendations.

To learn and see more, please contact me and I’ll send a password secured link.