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Go beyond your savings and investments. We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.

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long life Lifestyle

How to Live a Long Life: 15 Habits of Happy and Healthy Aging 

You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?

January 4, 2024
financial goals and resolutions Planning

Financial Goals and Resolutions: Prepare for a Great 2024 and Beyond

Set financial goals and resolutions for 2024. Here are 28 things to consider to set yourself up for a secure and happy future.

January 4, 2024
best retirement articles Planning

Best Financial and Retirement Articles from 2023

Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.

December 26, 2023
financial worry Planning

How Worry Tricks You into Worrying More and How to Feel Good About Your Financial Future

Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.

December 20, 2023
sudden wealth event Planning

A Guide to Managing Sudden Wealth: Key Financial Considerations

Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event. 

December 20, 2023
future of work Earning

The Future of Work: Why Some Will Work for 60 Years or More and Why it Won’t Be Awful

Experts predict lifespans will increase to 100 years or more. Explore the past, present and future of retirement in light of increasing longevity.

December 20, 2023
planning scenarios Planning

20+ Eye-Opening Scenarios to Try with a Comprehensive Retirement Planning Tool!

Explore 20 scenarios to try with the NewRetirement Planner. These will increase your planning know-how and build your financial confidence.

December 14, 2023
best life expectancy calculators Retirement Planning

The 10 Best Life Expectancy Calculators and Why You Should Use One When Planning Your Retirement

Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!

December 14, 2023
Gary danoff on the podcast Podcast

Podcast: Gary Danoff on Work, Purpose, and Cross Generational Planning & Literacy

Steve and Gary dive into the importance of financial literacy and how AI may impact society, especially the well being of young people. 

December 14, 2023
financial planning checklist Retirement Planning

Your Year End Retirement Checklist: Put 2023 Behind You and Prepare for a Great 2024 and Beyond

Use this retirement checklist of 25 wise things to do before each year’s end to set yourself up for a great 2024 and a secure future.

December 7, 2023
spousal benefits Social Security

Spousal Benefits: Learn How to Make the Most of Social Security if You Are Married

As you approach retirement, understanding spousal benefits can empower both you and your partner to make well-informed decisions.

December 6, 2023
financial gift Financial Wellness

Holiday Gift Guide: Great Financial Wellness and Investment Gifts for Everyone in the Family (Even the Kids)

This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.

December 6, 2023

Estimates for Your 2023 Data Are Now Available in the NewRetirement Planner

The NewRetirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.

November 30, 2023
Plan your dreams Planning

Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want

The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.

November 30, 2023
emotionally intelligent investor Financial Wellness

Are You an “Emotionally Intelligent” Investor?

Successful investing is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how!

November 30, 2023
home as inheritance Planning

The Pros and Cons of Using Your Home as an Inheritance for Your Heirs

Explore some of the issues around the family home and how it works as an inheritance.

November 22, 2023
should you pay off your mortgage or invest Retirement Savings and Investments

Should You Pay Off Mortgage or Invest?

Get insights for the best way to use your money. What are the pros and cons of paying off mortgage vs. investing?

November 21, 2023
death cleaning Housing and Home Equity

7 Reasons to De-Clutter Your Home for Retirement

Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.

Read now…

November 21, 2023
Tap home equity for retirement Planning

5 Ways to Tap Home Equity in Retirement and 7 Times When it May Be a Good Idea to Do So

Have financial holes in your retirement plan (like not enough savings or unknown risks? See if you should use home equity to fill them.

November 20, 2023
financial success Planning

A Recipe for Financial Success: It’s as Easy as Pumpkin Pie

Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.

November 16, 2023
retirement planning ages Retirement Income

Key Retirement Planning Ages: Important Milestones Everyone Hits in their 50s & 60s

Certain ages play a crucial role in retirement planning. Find out what you need to know when.

November 16, 2023
family money Family and Relationships

Family and Money: 12 Tips for Discussing Finances and Retirement with Your Loved Ones

The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!

November 15, 2023
best financial planning tools Planning

The 5 Best Financial Planning Tools Online: Go Beyond Budgeting

Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.

November 12, 2023
marshmallow test Financial Wellness

Why Financial Planning is the Ultimate Marshmallow Test

Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.

November 9, 2023

NewRetirement Planner

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