Terms

Terms of use.

The plain-language rules for using Clear Nest Egg educational planning tools.

Educational use

Clear Nest Egg provides educational information and scenario modeling. It does not provide individualized investment, tax, legal, insurance, medical, or Social Security advice.

No guarantee

Projections depend on user inputs and assumptions. Actual markets, inflation, taxes, healthcare costs, benefits, spending, and lifespan may differ materially.

User responsibility

You are responsible for reviewing inputs, checking important decisions against official sources, and consulting qualified professionals where appropriate.

Payments

The full retirement report is offered as a one-time $39 purchase. Checkout is hosted by Stripe. Any applicable price and refund terms are shown again before purchase.

30-day clarity guarantee

If your paid report does not help make your retirement options clearer, you may request a refund within 30 calendar days of purchase. Use the support contact in your purchase email and write from the email address used at checkout so the order can be located. No detailed justification is required. Approved refunds return to the original payment method; bank processing time may vary. The guarantee is limited to one refunded report per household to prevent abuse.

These terms are part of the product framework and should receive U.S. legal review before production launch.