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money dysmorphia Financial Wellness

Money Dysmorphia: How to Trade Uncertainty with Financial Confidence

The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it.

March 14, 2024
Mutual fund fees Retirement Savings and Investments

Fees and Expenses on Mutual Funds and ETFs: A Complete Guide to the Often Misunderstood and Hidden Costs of Investments

Are you aware of just how much investing is costing you? Explore all the fees associated with your mutual funds and ETFs.

March 14, 2024
behavioral finance Planning

Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security

Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.

March 7, 2024
tax season checklist Taxes

Tax Season Checklist: 10 Essential Considerations to Review for Your 2023 Return

Are you “lucky” enough to have to worry about #3? Did you remember #5? Explore all 10 tips on this tax season checklist.

March 7, 2024
average retirement spending Budgeting & Spending

Average Retirement Spending: Will You Spend More or Less Once You Retire and How Does that Compare to Other Retirees?

Average retirement spending for those over 65 is $48,872 a year. See average spending in specific categories and how to project your own needs.

March 7, 2024
restricted stock units Earning

Making Sense of Restricted Stock Units: Terminology, Taxes and More!

Learn about the value of restricted stock units and how to use this compensation to your financial advantage.

February 29, 2024
best state for retirement Lifestyle

How to Determine the Best U.S. State for Your Retirement

Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement.

February 29, 2024
state taxes Taxes

Which Are the Most Tax Friendly States for Retirees 2024?

Are you in a tax friendly state for retirees? Explore the best states for taxes and review the income and sales tax rates in all 50 states.

February 29, 2024
Podcast Cody Garret Financial Wellness

Podcast: A Conversation with Cody Garret About Financial Education

Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.

February 22, 2024
Planning

Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

February 19, 2024
personal finance rules Planning

32 Mostly Unbreakable Rules of Personal Finance

Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.

February 18, 2024
Paycheck Deductions & Employer Contributions Earning

New Features: More Accurate Ways to Model Your Paycheck Deductions and Employer Contributions to Savings

We have significantly improved your ability to model paycheck deductions and employer contributions to savings.

February 15, 2024
average retirement age Retirement Planning

Average Retirement Age: Most People Are Working Longer than You Might Think

The average retirement age is… Find out and discover how to determine when you can securely retire… Age 50? 62? 75?

February 14, 2024
retirees don't want to go back to work Earning

Nope. Most Retirees Don’t Want to Go Back to Work

Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way.

February 12, 2024
work retirement savings Earning

Still Working? Consider 12 Ways to Supercharge Your Retirement Savings

Consider all the strategies for maximizing saving opportunities while you are working.

February 12, 2024
Tax talk Planning

Tax Talk Made Simple: A Useful Guide Tax Lingo and Strategies

Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.

February 8, 2024
no regret retirement Lifestyle

The No Regret Retirement: Make Sure You Are Happy with the Big Decision

You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets.

February 8, 2024
lucky with money Your Career

Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get Luckier

The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.

January 31, 2024
retirement expenses Budgeting & Spending

9 Tips for Estimating Retirement Expenses: You Need to Get this Right!

If you want a secure retirement, you need to go about estimating retirement expenses. Get 9 great tips for succeeding at this difficult task.

January 31, 2024
financial roadblocks Retirement Planning

How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success

You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!

January 30, 2024
revisiting estate plans Planning

Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled

Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.

January 25, 2024
Brian Portnoy Podcast Financial Wellness

Podcast:  Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth

Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.

January 25, 2024
costs of long term care Insurance

The Actual Costs of Long Term Health Care

If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.

January 25, 2024
financial jargon Planning

Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.

January 18, 2024

NewRetirement Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.