Our Blog

Go beyond your savings and investments. We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.


Explore all our content

home equity loan for retirement Retirement Planning

Should You Secure a Home Equity Loan Before You Retire?

A home equity loan at retirement may seem counter intuitive. However, there are some compelling reasons to consider taking on this debt.

March 30, 2023
Retirement Planning

What Happens if I Really Do Run Out of Money in Retirement?

Worried about running out of money in retirement? There’s good reason to be concerned. Find out how to take action and feel more confident about your future.

March 30, 2023
Roth conversion strategies Planning

How to Model Roth Conversion Strategies in the NewRetirement Planner

Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings.

March 23, 2023
ready to retire Planning

Do You Have What it Takes? 8 Unexpected Skills You Need for a Happy Secure Future

If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure…

March 23, 2023
what is a roth conversion Taxes

What is a Roth Conversion? Would Doing Conversions Benefit You?

Roth conversions are a hot topic. Let’s make sure that the basics are covered: Find out what they are, how they work, and when or how to use them.

March 22, 2023
retirement taxes Taxes

Tax Season: Go Beyond Filing and Plan to Pay Less in the Future with These 25 Tax Planning Tips

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

March 16, 2023
retirement manifesto Planning

What is Your Retirement Manifesto?

When you begin to approach retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by you.

March 15, 2023
retire like an adult Planning

How to Retire Like an Adult: A 10-Point Checklist for Responsible Freedom

To retire like an adult, you need a responsible and dependable retirement plan. Use this 10 point checklist to see if your future is secure.

March 9, 2023
impact investing Lifestyle

Impact Investing Returns: Do Well — Financially and Socially — by Doing Good

Impact investing – sounds exciting, but should it be for retirement? Find out if it is a good idea to support a cause with retirement funds?

March 9, 2023
taking a sabbatical Retirement Planning

Burned Out? Sabbaticals Are a Great Alternative to Quiet Quitting or Retiring Too Early

Are you sick and tired of work but aren’t ready for retirement? The sabbatical may be the right answer for your burnout.

March 2, 2023
retirement investing tips Planning

28 Retirement Investing Tips from Today’s Financial Geniuses

Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.

March 2, 2023
mortgage in retirement Planning

4 Arguments for Retaining Your Mortgage in Retirement

You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.

February 23, 2023
ways to retire Planning

10 Ways to Retire Even If You Think You Haven’t Saved Enough

Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.

February 22, 2023
Planning

8 Inspiring Reasons Why People Retire Young

Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.

February 16, 2023
Retirement Income

Early Retirement Income: 5 Ways to Make Penalty-Free Withdrawals from Your Retirement Accounts BEFORE You Turn 59.5

Retiring before 59.5? Discover how to make penalty free withdrawals from your retirement accounts to help fund your early retirement.

February 15, 2023
survive retirement with your spouse Retirement Planning

Survive Retirement with Your Spouse: 9 Topics to Tackle Now for a Happily Ever After

Cover these 9 topics to survive retirement with your spouse. Communication is key to any good partnership, especially when it comes to money.

February 9, 2023
economic indicators Planning

Economic Indicators: 21 Data Points to Consider as You Try to Predict the Future

No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in financial decision making and planning.

February 9, 2023
retirement income strategies Retirement Income

Retirement Income Strategies: 18 Ideas for Lifetime Wealth and Peace of Mind

18 practical retirement income strategies: See what experts recommend and decide how to create a plan for your own lifetime wealth.

February 1, 2023
passive income for retirement Retirement Income

Passive Income for Retirement: 12 Creative Ideas to Boost Your Financial Security

Explore 12 ways to make great passive income for retirement. Get detailed resources for your retirement plan. Read now!

February 1, 2023
micro financial habits Planning

17 Micro Financial Habits for More Wealth and Peace of Mind

Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.

January 26, 2023
age related financial vulnerability Planning

Age-Related Financial Vulnerability: Why Making Financial Decisions Might Be More Difficult as You Get Older

All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful to know what might happen in the future so we can make better plans now. Researchers have discovered that as we get older, core financial…

January 26, 2023
take control over your finances Planning

Take Control of Your Financial Life: 28 Pieces of Real Advice from Real People for Real Wealth and Security

Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.

January 19, 2023
debt ceiling Planning

What is the Debt Ceiling Crisis and 8 Ways to Prepare for Possible Fallout

Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.

January 19, 2023
new books best life Lifestyle

5 New Books with Surprising and Useful Ideas for Living Your Best Life

5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.

January 12, 2023

NewRetirement Planner

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