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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.
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
Set financial goals and resolutions for 2024. Here are 28 things to consider to set yourself up for a secure and happy future.
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure 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.
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
Experts predict lifespans will increase to 100 years or more. Explore the past, present and future of retirement in light of increasing longevity.
Explore 20 scenarios to try with the NewRetirement Planner. These will increase your planning know-how and build your financial confidence.
Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!
Steve and Gary dive into the importance of financial literacy and how AI may impact society, especially the well being of young people.
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.
As you approach retirement, understanding spousal benefits can empower both you and your partner to make well-informed decisions.
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
The NewRetirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Successful investing is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how!
Explore some of the issues around the family home and how it works as an inheritance.
Get insights for the best way to use your money. What are the pros and cons of paying off mortgage vs. investing?
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.
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Have financial holes in your retirement plan (like not enough savings or unknown risks? See if you should use home equity to fill them.
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.
Certain ages play a crucial role in retirement planning. Find out what you need to know when.
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!
Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
