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

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

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

Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle life’s dilemmas in a rational way and achieve financial freedom.p

We really need another word for retirement. We are not withdrawing. Most of us aren’t even stopping work! Here are some alternatives. What do you suggest?

The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.

Watch to learn about the need for financial planning at scale and discover why we started NewRetirement.

Doing a Roth conversion — also known as a “backdoor Roth IRA” – is perhaps still appealing in 2022. Why? Low 2022 tax rates. What is a Roth Conversion? Backdoor IRA? A Roth Conversion is when you convert money that you have in a traditional IRA to a Roth IRA. This is sometimes called a…

Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.

Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future.

Don’t throw money out the window. Explore these 15 east ways to save money on prescription drugs, especially if you are older. Read now!

The best financial articles covered market downturns, terror of spending, keys to a successful retirement and 10 other important topics.

Research suggests that average annual retirement income for retirees is far less than what they earned before retirement. And, it’s not a problem!

Steve and Andre discuss “What is Enough” and also touch on a cool tool he built to help people explore relocation and remote work.

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.

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.

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

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

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

Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.

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

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.

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

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