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This deep dive into the concept of using an income floor to establish a three bucket plan for retirement income needs comes from Glen Nakamoto. First of all, just to make clear, I am not a financial advisor or anyone who has any background in financial planning. Before I retired, I was a cybersecurity analyst…

Early retirement is a dream for many Americans, but one that few are sure they’ll be able to reach. About half of Americans retire early — between the ages of 61 and 65. That’s a full five to six years before full retirement age as defined by the Social Security Administration. Eighteen percent of Americans…

What’s the key to feeling great about your retirement in this time of turmoil? Explore new research and famous planning quotes for a fresh perspective.

In podcast episode 39, Steve Chen and Jillian Johnsrud discuss mini-retirements and passive income.

Asset protection trusts are one way to cover long term care costs. However, there are big disadvantages. Learn more and discover alternatives.

If you watch TV at all, you have seen an ad featuring Tom Selleck talking about reverse mortgages. Is he telling the truth? Get the real scoop here…

Explore the pros and cons of rollovers and find out how to rollover your 401(k) when you retire or leave a job. It’s a big financial decision. Get it right!

Worry about the scarcity of time, money, food, etc… can be a problem in lots of situations – including retirement. Learn how to focus on what’s important!

Steve Chen, Chris Tokarski, and Kurt Altvater discuss the Coronavirus and COVID-19’s impact on commercial real estate, credit markets and lenders in the on-going pandemic.

Now is a great time to update your estate plans. Get tips for doing it during coronavirus distancing and find a complete guide to the documents you need.

Have you been laid off? Out of work? Considering retirement? Explore 9 tips for this uncertain time. Get through the short term and plan for the long term.

Here are 18 tips for planning your retirement future amid this health crisis. From evaluating your finances to staying sane and healthy, this is the guide.

At the risk of getting this song stuck in your head, do you remember “Don’t Worry Be Happy” by Bobby McFerrin?  Hum along while you review this list of people’s biggest retirement worries and the ideas for how to reduce these stresses. The list of concerns comes from BlackRock’s Global Investor Pulse survey. Here’s a…

  Have you ever asked yourself, “How much money do I need to retire?” Many people want to know exactly how much money they’ll need to live comfortably for the rest of their days. And although it might seem like a complicated equation, it is possible to calculate that “magic number.” However,  this “magic number”…

Episode 37 of the NewRetirement podcast is an interview with Doc G — a financially independent physician, podcaster and author — around the topics of financial independence, the transition to retirement, purpose and health. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group to…

Check out the latest changes to the NewRetirement Planner. We have made some major adjustments to tax treatment. Your future plans are now more reliable than ever.

Here are some thoughts from Jim Seifert on the economy and retirement amid the coronavirus crisis. Jim was a serial entrepreneur from age 17 until age 40. After which he was a financial Advisor for RBC Investments and Merrill Lynch Bank of America from 40 until 58.  He has an MBA and CFP(r) and worked…

Click here for the best list of movies about retirement and aging. Updated 2019.

Trump promises cuts to federal estate taxes. But, unless you are very wealthy, what your heirs pay depends on where you live. Learn your state’s policies.

All potential borrowers ask “when should I get a reverse mortgage?” While there is no one right answer, here are guidelines to help you figure it out…

Making friends in retirement can be difficult, but incredibly important. Get tips for forming meaningful and joyful relationships.

Are you trying to figure out what to do when stocks go down? Check out these 10 tips. Numbers 3, 7 and 9 are particularly useful!

Episode 36 of the NewRetirement podcast is an interview with David Stein — a former institutional money manager and current world-class podcaster with 12 million downloads, author and speaker — and they discuss his new book Money for the Rest of Us: 10 Questions to Master Successful Investing. Listen Now: Don’t miss out on future…

Retirees and other working seniors are learning that retirement jobs can be more than just work. Here are 14 reasons to consider working after retirement.