Last updated: October 5, 2026
Retirementize respects your privacy and is committed to protecting the personal information you provide when using our website and retirement planning services.
This Privacy Policy explains what information Retirementize collects, how we use it, when we may share it, and the choices available to you regarding your personal information.
By using Retirementize, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with this Privacy Policy, please do not use the Retirementize website or services.
We collect information that you provide directly to us, information generated through your use of Retirementize, and certain information collected automatically when you visit our website.
When you create a Retirementize account, we may collect information such as:
Retirementize allows you to create or access your account using Google Sign-In. If you choose to use Google Sign-In, Google may provide Retirementize with information associated with your Google account, such as your name and email address, as permitted by the authorization process.
We use this information to create and authenticate your Retirementize account. Retirementize does not request access to your Google account beyond the information necessary to provide the sign-in functionality.
Retirementize is a financial planning and retirement modeling service. Information you enter into your retirement plan may include financial and personal information such as:
This information is used to perform the calculations, projections, comparisons, reports, and other planning functions provided by Retirementize.
Retirementize may allow you to enter information about other people as part of your retirement plan, such as a spouse, children, or other family members.
You are responsible for ensuring that you have an appropriate basis for providing information about another person to Retirementize. We use this information only as necessary to provide the planning functionality you request.
Retirementize may use the information we collect for the following purposes:
Retirementize allows you to enter financial information for the purpose of creating retirement projections and financial plans.
This may include information about income, pensions, investments, savings, real estate, mortgages, expenses, taxes, and other financial assumptions.
We use this information to provide the retirement planning functionality you request. Retirementize does not use the information in your retirement plan to provide personalized investment recommendations, execute securities transactions, or manage your investments.
You should not enter passwords, payment-card numbers, government identification numbers, or other information that is not necessary for your retirement planning into your Retirementize plan.
Paid Retirementize subscriptions are processed through third-party payment services. Payment-card information is handled by our payment processor and is not stored directly in your Retirementize retirement plan.
Our payment processor may collect information necessary to process your transaction, such as payment details, billing information, transaction information, and information necessary to prevent fraud.
The payment processor's own privacy policy applies to information that it collects and processes.
Retirementize uses cookies and similar technologies to provide, maintain, and improve the website.
Cookies may be used for purposes including:
Some cookies are necessary for the operation of Retirementize.
Retirementize may use Google Analytics to understand how visitors use our website. Analytics information may include information such as pages viewed, approximate geographic information, device type, browser information, referral information, and interactions with the website.
Analytics information is used to understand website usage, troubleshoot problems, improve the user experience, and improve Retirementize.
Where required, analytics technologies are enabled only after you provide consent to optional cookies.
Retirementize may display advertising provided by third-party advertising services, including Google AdSense.
Advertising providers may use cookies or similar technologies to provide, measure, and personalize advertising based on information permitted by their respective policies and applicable law.
Where required, Retirementize will request consent before enabling optional advertising technologies.
You may also have additional choices regarding personalized advertising through the advertising provider or applicable industry opt-out mechanisms.
We may use third-party companies and service providers to operate Retirementize and provide services to you.
These providers may include services used for:
We provide these service providers with access only to information reasonably necessary for them to perform their services and require them to handle information in accordance with applicable obligations.
Retirementize does not sell your personal information.
We may disclose personal information in the following circumstances:
We take reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, use, alteration, disclosure, or destruction.
However, no method of transmitting or storing information over the Internet is completely secure. Therefore, we cannot guarantee the absolute security of your information.
You are responsible for maintaining the confidentiality of your account credentials and should notify us if you believe your account has been accessed without authorization.
We retain personal information for as long as reasonably necessary to provide Retirementize, maintain your account, fulfill the purposes described in this Privacy Policy, resolve disputes, enforce our agreements, maintain security, and comply with applicable legal obligations.
When information is no longer reasonably required for these purposes, we may delete or anonymize it in accordance with our applicable retention practices.
Depending on where you live and applicable law, you may have rights regarding your personal information.
These rights may include the ability to:
Some rights may be subject to legal limitations or exceptions.
Retirementize is designed to serve users in Canada and the United States. Where applicable, we handle personal information in accordance with Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA), and other applicable provincial privacy legislation.
Where provincial privacy legislation applies, your rights may vary depending on your province or territory and the circumstances in which your information is collected and used.
Privacy rights vary between U.S. states. Where applicable, Retirementize will provide rights and choices required by the privacy laws applicable to you.
We do not sell personal information. We also do not knowingly use personal information for purposes that are prohibited by applicable privacy law.
Retirementize is intended for adults and is not directed toward children.
We do not knowingly collect personal information from children under the age required by applicable law to provide consent for online services.
If you believe that a child has provided personal information to Retirementize without appropriate authorization, please contact us so that we can investigate and take appropriate action.
Retirementize may contain links to third-party websites or services. Those websites operate independently from Retirementize and have their own privacy policies and practices.
We are not responsible for the privacy, security, or content of third-party websites. We encourage you to review the privacy policy of any third-party website before providing personal information.
Retirementize may send transactional communications necessary to operate your account or provide services you have requested.
We may also send optional communications, such as product updates, educational information, or other Retirementize communications where permitted by applicable law.
You may unsubscribe from promotional emails by using the unsubscribe mechanism included in the communication.
Unsubscribing from promotional communications does not prevent us from sending important transactional or account-related messages.
Depending on where you live and where our service providers operate, your personal information may be processed or stored in countries other than your country of residence.
When personal information is transferred across borders, we take reasonable steps to ensure that the information is handled in accordance with applicable privacy and data-protection requirements.
You may contact Retirementize to request access to, correction of, or deletion of personal information associated with your account, subject to applicable legal requirements and exceptions.
To help protect your information, we may need to verify your identity before completing a privacy request.
Contact us to make a privacy requests
We may update this Privacy Policy from time to time to reflect changes to Retirementize, our practices, applicable law, or third-party services that we use.
When we make changes, we will update the "Last updated" date at the beginning of this Privacy Policy.
If we make material changes that require additional notice under applicable law, we will provide notice through appropriate means.