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Managing Money in Retirement Planning

10 Great Tips for Managing Money in Retirement

In some ways managing money in retirement will be easier and in other ways it will be harder. Here are 10 tips for getting it right.

July 7, 2022
opportunity to buy into stock market Retirement Savings and Investments

The Stock Market Has Worst First 6 Months of Year Since 1970s: Is it Time to Buy In? 

Wall Street news isn’t great: bear market, inflation & more. However, it may be a great opportunity to invest. Explore 12 tips to help you know if it is for you.

June 30, 2022
2026 Tax Brackets TCJA expiration Planning

TCJA and 2026 Tax Brackets: Why Your Taxes Are Likely to Increase and What to Do About It

Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase.

June 30, 2022
Reverse Mortgage Calculator Reverse Mortgages

Reverse Mortgage Calculator | How Does It Work

Reverse Mortgage Calculator: Understand How Reverse Mortgage Calculations Work, and Find Out How Much You Can Get from a Reverse Mortgage.

June 29, 2022
401k statement different Retirement Income

What’s New on Your 401k Statement? (Why Does it Appear You Have So Little Retirement Income?)

Your next 401k statement is going to look different. And, your retirement income projections may be concerning. Find out why.

June 23, 2022
how to build wealth Planning

28 Keys to Building Wealth (Even Building Wealth After 50)

Building wealth can happen even after age 50! Just follow a few of these 28 best practices and habits consistently. Read now!

June 23, 2022
heart health and your retirement Lifestyle

Heart Health and Your Retirement Well Being

Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health.

June 22, 2022
sequence of returns risk Retirement Income

What is Sequence of Returns Risk? How Can You Protect Your Retirement from It?

What is sequence of returns risk? Hint: timing is everything when it comes to withdrawing your savings. Find out how to maximize your retirement income for the long haul.

June 16, 2022
interest rate hike Planning

Winners and Losers with the Recent Interest Rate Hike

As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.

June 16, 2022
Planning

Don’t Panic and 4 Other Quick Reminders for an Economic Downturn

Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.

June 16, 2022
stagflation Planning

Stagflation: When Inflation Meets Stagnation and What to Do About It

Stagflation is a future possibility. Discover how we might prevent it and what to do if it happens. Read now…

June 9, 2022
does money buy happiness Planning

11 Ways Money Really Can Buy Happiness

They were wrong. The answer to the question does money buy happens is… yes! In fact, the research is overwhelming. And, there are actually multiple ways to spend to increase happiness. Here are 11 ways to spend money to buy happiness. The following 11 tips are valuable whether you are 75, 65, 55 or 15!…

June 9, 2022
property insurance Insurance

Why is Your Property Insurance So High? 10 Ways to Lower the Cost

Explore the 3 main reasons why your property insurance is so high and discover ways to reduce your expenditure.

June 2, 2022
housing market Financial Wellness

Why the Housing Market is More Important than the Stock Market for Most People

People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.

June 2, 2022
successful retirement Retirement Planning

Keys to a Successful Retirement: The 3 Traits of Financially Solvent Retirees

A recent study found 3 traits to help you achieve a successful retirement. Adopt these maxims to achieve a more secure future.

June 2, 2022
help with financial plans Planning

We Want to Help: Find As Much or As Little Help As You Need with Your Retirement and Financial Plans

Get help with your financial plans. Discover 6 free and paid resources. We make planning affordable, available, and understandable.

June 2, 2022
financial prospects Planning

78% of People Aren’t Ready for Retirement: The Good News? Everyone Can Improve Their Financial Prospects

Worried you aren’t ready for retirement? You aren’t alone and the fixes aren’t too painful. Improve your financial prospects.

May 26, 2022
personal inflation rate Budgeting & Spending

What’s Your Personal Inflation Rate?: Inflation is Not an Equal Opportunity Phenomenon

Average inflation is high. But, what is your personal inflation rate? Find out how to calculate and what it means.

May 26, 2022
spend safely in retirement Retirement Income

Want Reliable Retirement Income? Use the Spend Safely in Retirement Strategy

Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…

May 26, 2022
stock market corrections and crashes Planning

Stock Market Corrections, Crashes, and Bear Markets: What to Do When Your Investments Go Down?

Stock market corrections are a reality, but that doesn’t make them less painful. Here are 10 tips for weathering these storms.

May 19, 2022
medicare advantage denies coverage Insurance

Medicare Advantage Plans Too Often Deny Care and Claims: What to Do About It

A government report finds that Medicare Advantage plans are denying coverage and claims. Find out what to do about it.

May 19, 2022
financial decision making Planning

13 Ways to Improve Your Financial Decision Making

Making the right decision is important. Financial decision making is especially critical. Here are 13 tips for a wealthier future.

May 19, 2022
financial mapping Value Your Time

Financial Mapping: A Retirement Plan Is Like a Navigation System for Your Money and Time

Financial mapping, creating a roadmap for your money can help you with better financial habits, decisions and outcomes. It’s GPS for your finances.

May 12, 2022
Retirement Savings and Investments

9 Tips to Help Your Grandchildren Financially and Otherwise (I Bonds Are a Hot Topic)

You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…

May 12, 2022

NewRetirement Planner

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