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tax season checklist Taxes

Tax Season Checklist: 10 Essential Considerations to Review for Your 2023 Return

Are you “lucky” enough to have to worry about #3? Did you remember #5? Explore all 10 tips on this tax season checklist.

March 7, 2024
average retirement spending Budgeting & Spending

Average Retirement Spending: Will You Spend More or Less Once You Retire and How Does that Compare to Other Retirees?

Average retirement spending for those over 65 is $48,872 a year. See average spending in specific categories and how to project your own needs.

March 7, 2024
restricted stock units Your Career

Making Sense of Restricted Stock Units: Terminology, Taxes and More!

Learn about the value of restricted stock units and how to use this compensation to your financial advantage.

February 29, 2024
best state for retirement Lifestyle

How to Determine the Best U.S. State for Your Retirement

Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement.

February 29, 2024
state taxes Taxes

Which Are the Most Tax Friendly States for Retirees 2024?

Are you in a tax friendly state for retirees? Explore the best states for taxes and review the income and sales tax rates in all 50 states.

February 29, 2024
Podcast Cody Garret Financial Wellness

Podcast: A Conversation with Cody Garrett About Financial Education

Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.

February 22, 2024
Value Your Time

Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

February 19, 2024
personal finance rules Planning

32 Mostly Unbreakable Rules of Personal Finance

Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.

February 18, 2024
Paycheck Deductions & Employer Contributions Earning

New Features: More Accurate Ways to Model Your Paycheck Deductions and Employer Contributions to Savings

We have significantly improved your ability to model paycheck deductions and employer contributions to savings.

February 15, 2024
average retirement age Retirement Planning

Average Retirement Age: Most People Are Working Longer than You Might Think

The average retirement age is… Find out and discover how to determine when you can securely retire… Age 50? 62? 75?

February 14, 2024
retirees don't want to go back to work Earning

Nope. Most Retirees Don’t Want to Go Back to Work

Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way.

February 12, 2024
work retirement savings Your Career

Still Working? Consider 12 Ways to Supercharge Your Retirement Savings

Consider all the strategies for maximizing saving opportunities while you are working.

February 12, 2024
Tax talk Planning

Tax Talk Made Simple: A Useful Guide Tax Lingo and Strategies

Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.

February 8, 2024
no regret retirement Lifestyle

The No Regret Retirement: Make Sure You Are Happy with the Big Decision

You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets.

February 8, 2024
lucky with money Financial Wellness

Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get Luckier

The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.

January 31, 2024
retirement expenses Budgeting & Spending

9 Tips for Estimating Retirement Expenses: You Need to Get this Right!

If you want a secure retirement, you need to go about estimating retirement expenses. Get 9 great tips for succeeding at this difficult task.

January 31, 2024
financial roadblocks Retirement Planning

How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success

You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!

January 30, 2024
revisiting estate plans Planning

Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled

Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.

January 25, 2024
Brian Portnoy Podcast Financial Wellness

Podcast:  Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth

Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.

January 25, 2024
costs of long term care Insurance

The Actual Costs of Long Term Health Care

If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.

January 25, 2024
financial jargon Planning

Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.

January 18, 2024
Retirement Income

Will Retirees Use their $12.39 Trillion in Home Equity for Income? A Back Up Plan? As Inheritance?

Your home is a valuable asset. It is also a powerful financial tool for retirement. Explore 5 ways to use your home equity. Read now…

January 17, 2024

Podcast: Financial Innovations and Ethics with Paul Solli and Patrick Geddes of Aperio Group

Steve, Paul, and Patrick discuss financial education, the need for better financial solutions, and the importance of ethics in planning.

January 16, 2024
marry or live together Family and Relationships

Shack Up and Save? What Are the Financial Advantages and Disadvantages to Marriage Later in Life

More and more couples over the ages of 60 are favoring cohabitation over marriage.  In fact, cohabitation among people over the age of 60 more than quadrupled between 2000 and 2020. What is Driving the Trend Toward Cohabitation? There are quite a few factors driving the trend toward cohabitation for people over 50 or 60.…

January 15, 2024

NewRetirement Planner

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