Need a helping hand? Find help for seniors with low income The Big Takeaways… A significant amount of qualifying seniors don’t participate in low income benefits because often it’s hard to know what’s available. More options may be available to you during the pandemic. Tools like Benefits Checkup and the Eldercare Locator can help connect…
Episode 40 of the NewRetirement podcast is an interview with Kevin Hanney about the evolution of pensions and the future of employer sponsored retirement & lifetime income solutions. Kevin is the Senior Director of Pension Investments at Raytheon Technologies (formed by the merger of United Technologies and Raytheon) where he helps oversee about $100B retirement…
Despite what many quick retirement calculators lead you to believe, retirement planning is an ongoing process and not something you can do in 5 minutes. Here we break down the steps for creating a plan. Use this checklist for retirement planning if you want to feel great about your financial future.Whether your are fabulously…
This deep dive into the concept of using an income floor to establish a three bucket plan for retirement income needs comes from Glen Nakamoto. First of all, just to make clear, I am not a financial advisor or anyone who has any background in financial planning. Before I retired, I was a cybersecurity analyst…
The headlines are all doom and gloom and yet the markets are off their 2020 highs, but not that far off. What is going on? And, what are you supposed to do? A recent poll on NewRetirement found that most people with a retirement plan are actually not planning on doing anything. They report that…
What’s the key to feeling great about your retirement in this time of turmoil? Explore new research and famous planning quotes for a fresh perspective.
In podcast episode 39, Steve Chen and Jillian Johnsrud discuss mini-retirements and passive income.
Asset protection trusts are one way to cover long term care costs. However, there are big disadvantages. Learn more and discover alternatives.
Explore reverse mortgage pros and cons for this stressful time. Can the loan improve your emotional and financial well being? Is it right for you now?
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!
Explore the pros and cons of rollovers and find out how to rollover your 401(k) when you retire or leave a job. It’s a big financial decision. Get it right!
We boomers were never average. However, here are 10 exceptional tips for the transition to retirement that apply to us all. Read now…
Worry about the scarcity of time, money, food, etc… can be a problem in lots of situations – including retirement. Learn how to focus on what’s important!
Steve Chen, Chris Tokarski, and Kurt Altvater discuss the Coronavirus and COVID-19’s impact on commercial real estate, credit markets and lenders in the on-going pandemic.
Now is a great time to update your estate plans. Get tips for doing it during coronavirus distancing and find a complete guide to the documents you need.
Have you been laid off? Out of work? Considering retirement? Explore 9 tips for this uncertain time. Get through the short term and plan for the long term.
Here are 18 tips for planning your retirement future amid this health crisis. From evaluating your finances to staying sane and healthy, this is the guide.
If you find yourself needing emergency money or income, here is a guide to 11 different sources of funding. Explore the pros and cons.
Episode 37 of the NewRetirement podcast is an interview with Doc G — a financially independent physician, podcaster and author — around the topics of financial independence, the transition to retirement, purpose and health. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group to…
Check out the latest changes to the NewRetirement Planner. We have made some major adjustments to tax treatment. Your future plans are now more reliable than ever.
Retirement brings a lot of changes – taxes included. Learn how to file, assess tax implications of relocating, get tips for withdrawals and more…
Here are some thoughts from Jim Seifert on the economy and retirement amid the coronavirus crisis. Jim was a serial entrepreneur from age 17 until age 40. After which he was a financial Advisor for RBC Investments and Merrill Lynch Bank of America from 40 until 58. He has an MBA and CFP(r) and worked…
Click here for the best list of movies about retirement and aging. Updated 2019.
Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.
Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.