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Lifestyle

The 17 Best Places to Retire in the World: Explore Unexpected Locations!

Far flung locations are some of the best places to retire in the world. Explore a range of 17 surprising retirement destinations.

July 7, 2021
reverse mortgage interest rates Reverse Mortgages

The Complete Guide to Reverse Mortgage Interest Rates and Fees

This is the most complete online guide to all of the costs associated with reverse mortgages including reverse mortgage interest rates.

July 2, 2021
Retirement Planning

Podcast: Taylor Schulte — Stay Wealthy

Steve and Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — discuss tax and legacy planning, as well as what are and how to use Donor Advised Funds (DAFs).

July 1, 2021
social security strategies Retirement Income

Social Security Strategies: 15 Easy Tips for Making the Best Decisions

Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 16 easy tips.

June 30, 2021
can i quit Planning

Why Unprecedented Numbers Are Deciding to Retire Early: Can You Afford to Quit Too?

Post pandemic there are unprecedented numbers of people who are quitting their jobs in search of a better work life balance. Why are they rethinking work and what is next for them?

June 24, 2021
what to do in retirement Lifestyle

120 Big Ideas for What to Do in Retirement

Retirement is not the end. It is the beginning. A restart in fact. Here is a massive list of what to do in retirement.

June 24, 2021
Retirement Planning

Podcast: Joe Saul-Sehy, founder of Stacking Benjamins

Episode 59 of the NewRetirement podcast is an interview with Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community — and discusses Joe’s story, what he’s building, and his new book, Stacked.

June 17, 2021
Planning

Should I Retire? 9 Exercises to Help You Decide if You Should Call it Quits

Should I retire? It is a big question. If you aren’t sure, try these 9 exercises to see if you are ready to leave work behind. Read now…

June 16, 2021
lost 401k Retirement Savings and Investments

Find Lost 401k: How to Find Out If You Have Lost or Forgotten Retirement Accounts

Here is a guide for how to find lost money — a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3!

June 15, 2021
Retirement Planning

7 Ways You May Be Leaving Money on the Table When You Retire

Are you leaving money on the table when you retire? The answer is likely a resounding YES! (Whether you realize it or not.) And, that is too bad. You want and need every penny you can muster to fund a secure future. So, it is important to take advantage of every opportunity to make smart…

June 13, 2021
retirement expenses Reverse Mortgages

Innovative Uses of Reverse Mortgages: Smart and Sophisticated Ways to Tap Home Equity for Greater Wealth

Generally speaking, the uses of reverse mortgages are endless.  And, you get to choose the best way to manage or spend the money from the loan. Most seniors use a reverse mortgage to help close a gap between their retirement expenses and their retirement income.  Reverse mortgages eliminate monthly mortgage payments and give you access…

June 11, 2021
charitable giving Retirement Savings and Investments

Charitable Giving in Retirement: 4 Questions to Ask

For many of us, the desire to engage in charitable giving — giving  to our family, communities or world — only grows as we age. And there may be good reason that we want to give.  It turns out that giving is good — very good.  Numerous studies have found that there is a huge…

June 7, 2021
Retirement Planning

The 10 Best Retirement Calculators

While planning is complex, the best retirement calculators will make it simple and strengthen your finances too. Which tool is best for you?

May 31, 2021
how to save more money Planning

How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings

Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!

May 27, 2021
Planning

When Can I Retire?

When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of factors that should go into setting the date that is right for you. However, in general, assuming you want to retire securely, you can…

May 26, 2021
Reverse Mortgages

10 Expected and Unexpected Ways to Use a Reverse Mortgage

You might be surprised by how people use a reverse mortgage — bathtubs, a cure for loneliness, convertibles and more… Is this loan right for you?

May 21, 2021
Planning

Podcast: Jack Brennan — Insights from the Former CEO of Vanguard

Episode 58 of the NewRetirement podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group

May 20, 2021
Financial Wellness

Shhhh: Hush the Noise for Better Financial Decision Making says Daniel Kahneman

Nobel Prize winner Daniel Kahneman’s new book “Noise” can help you make better financial decisions. Find out how.

May 20, 2021
life after retirement Lifestyle

Prepare for Life After Retirement: 6 Ways to Find Meaning and Purpose for this Stage of Life

We want a happy, stress-free life after retirement. However, many of us also want a meaningful life. Find out how to plan for a meaningful retirement.

May 20, 2021
should I buy an annuity Insurance

Should I Purchase an Annuity? Explore the Pros and Cons

Depending on who you talk to, you’ll get very different answers to the question, “Should I purchase an annuity?” In fact, in the right circumstances, there are some great reasons to buy an annuity. However, there are also significant reasons to walk away. The truth of course depends on your own goals, values, attitudes, and…

May 18, 2021
Planning

Should You Pay an Advisor to Help Invest Your Savings?

You want your money to grow. Is an advisor worth it? Should you pay fees based on your assets or an hourly fee. Learn what is right for you.

May 13, 2021
worried about inflation Retirement Planning

Inflation Risk: Should You Be Worried About Inflation and Your Retirement?

What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation.

Read now…

May 12, 2021
Lifestyle

8 Ideas for How to Thrive as You Navigate the Murky Transition to Retirement

Heading into retirement can be a difficult in-between-time. Here are 15 ideas for how to thrive as you navigate the transition.

May 6, 2021
Taxes

How to Prepare for the Possible Upcoming Federal Tax Changes

Explore the proposed tax increases on the wealthy and find out what to do about it if you might be at risk of a higher tax burden.

May 6, 2021

NewRetirement Planner

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