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retirement costs Retirement Planning

10 Major Retirement Costs Overlooked by a Many Americans

Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You’ll be surprised by #1.

September 22, 2022
financial values Financial Wellness

How and Why to Pass on Financial Values to Your Heirs

The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how.

September 21, 2022
Planning

Financial Therapy: What is It and Why You Might Benefit from It

The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.

September 15, 2022
Earning

Big Social Security Benefit Increase for 2023: Why This Year it Might Almost Be Enough

The prediction for Social Security cost of living adjustment (COLA) for 2023 is 8.7%. Learn why this might almost feel like enough.

September 15, 2022
Planning

Net Worth Tracking: A Key Habit for a Wealthier and More Secure Future

Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.

September 8, 2022
Annuities

What Is an Annuity? Hype or Hope for Your Retirement?

What is an annuity? An annuity is technically an insurance product, not an investment.  Instead of trading money for financial protection from fire, flood or a health emergency, you are trading a lump sum in exchange for guaranteed income payments. The insurance company is taking the risk for downside in financial markets and for you…

September 7, 2022
Annuities

Avoid These 7 Big Annuity Mistakes

Considering an annuity? Don’t make any of these 7 big annuity mistakes. These errors in judgement are common, but easy to avoid.

September 7, 2022
Insurance

The Real Scoop on Lifetime Annuities: Is This Type of Insurance Right for You?

Explore 8 questions to determine if a lifetime annuity is right for you – your values, goals, and resources.

September 6, 2022
Financial Wellness

6 Competing Retirement Investing Goals and How to Sort Them Out for Long-Term Wealth

Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.

September 1, 2022
Planning

7 Ways to Tame Financial Stress for a Wealthier Future

Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!

September 1, 2022
Planning

Coping with Financial Crises: Wealth-Building Lessons from Recent History

Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.

August 25, 2022
Retirement Savings and Investments

Sample Asset Allocations: What Is Right for You?

Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!

August 25, 2022
Retirement Income

Avoid Unnecessary Taxation: 7 Easy Sources of Tax-Free Retirement Income

As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.

August 25, 2022
Financial Wellness

10 Remarkable Retirement Investments: Go Beyond Funds, Bonds, and Stocks

Monetary retirement investments are critical. Investing in your future health and happiness will pay the important dividends.

August 18, 2022
Retirement Planning

What You Can Learn From Millennials (Yes, Millennials) for a Better Financial Future

People often mock millennials, but here are 8 useful lessons from the generation about money and planning a secure future.

August 18, 2022
Retirement Planning

The $7 Trillion Retirement Crisis Is Worsening

The retirement crisis is worsening but it doesn’t mean you’ll never retire. Learn how to cope if you haven’t saved enough.

August 17, 2022
Earning

Social Security and Working: Everything You Need to Know

Here is what you need to know about Social Security and working: taxes, penalties, when to start benefits, and when to stop work.

August 11, 2022
Retirement Savings and Investments

Investment Advice: What Kind of Help Do You Really Need? How Much Should it Cost?

You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why…

August 11, 2022
Planning

How to Plan for Inflation in Your Long Term Financial Projections

Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.

August 4, 2022
Lifestyle

Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security

New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.

August 4, 2022
Financial Wellness

10 Reasons Why Talking About Money Can Give You a Better Future

Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.

August 3, 2022
Retirement Planning

Retirement Depression: 9 Tips for Combating this Very Common Syndrome

Are you (or a loved one) experiencing retirement depression? Here are 9 ways to get help and overcome this real phenomenon.

July 28, 2022
Planning

For Real Retirement Security, Make a Plan for Everything that Could Possibly Go Wrong

Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…

July 28, 2022
Retirement Planning

The “Inflation Reduction Act of 2022” and What it Means for Your Retirement

Learn how the “Inflation Reduction Act of 2022” may improve your retirement? (Reduced healthcare costs and inflation reduction.)

July 28, 2022

NewRetirement Planner

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