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Podcast: Joe Kuhn on the Tools You Need to Decide If It Is Safe to Retire

Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.

October 27, 2022
plan to enjoy retirement Lifestyle

11 Bold Tips to Help You Enjoy Retirement: Plan for an Fantastically Happy Future

Only half of retirees actually enjoy retirement. Here are 11 ideas to help you achieve the happiness and fun you want.

October 20, 2022
what is a health savings account Medicare and Health Insurance

What is a Health Savings Account (HSA)? And, Why It’s a Great Retirement Savings Option

What is a Health Savings Account? Explore 4 ways it saves you money and why you might want to use one for retirement savings.

October 20, 2022
medicare open enrollment Insurance

Medicare Open Enrollment: 12 Tips for Getting Great Coverage

It’s 2023 Medicare Open Enrollment time. Here are 12 tips for getting great coverage and lowering medical costs.

October 20, 2022
threats to financial security Planning

What Are the Real and Perceived Threats to Your Financial Security? What Can You Control?

There is a lot to worry about when it comes to your financial security. Focus on what you can control for greater peace of mind.

October 13, 2022

Big Social Security Benefits Increase for 2023: Is it Enough?

The Social Security cost of living adjustment (COLA) for 2023 is 8.7%. Learn why this might almost feel like enough.

October 13, 2022
start social security Social Security

Are You Better Off Waiting to Start Social Security Benefits?

There may be $100,000 reasons to delay the start of Social Security. It’s tempting to start early, but your paycheck increases if you wait.

October 13, 2022
financial stress Planning

Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress

Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.

October 6, 2022

Podcast: DiverseFI and Regret Minimization Insights from Hospice Doctor, Doc G

Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.

October 6, 2022
reverse mortgage disadvantages Reverse Mortgages

Reverse Mortgage Disadvantages and Advantages: Your Guide to Reverse Mortgage Pros and Cons

Do the pros outweigh the cons? Get unbiased info on disadvantages advantages and – details on fees, interest rates, loan amounts and more…

September 30, 2022
what is a bear market Retirement Savings and Investments

Tips for a Snarling Bear Market: Stay Calm, Let the Bear Back Down

Bear markets aren’t so different from real life bear encounters. With both you want to remain calm and wait for the bear to retreat.

September 29, 2022

Worried About the Markets? Run Bear Market Scenarios with the Planner

Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.

September 29, 2022
best places to retire Lifestyle

The Ultimate Guide to the Best Places to Retire: 26 Lists, Quizzes, and Tips for Making the Best Relocation Decision for You

The ultimate guide to retirement relocation: 20 best places to retire lists, 6 calculators, and tips to help you find your ideal locale.

September 29, 2022
retirement costs Retirement Planning

10 Major Retirement Costs Overlooked by a Many Americans

Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You’ll be surprised by #1.

September 22, 2022
financial values Financial Wellness

How and Why to Pass on Financial Values to Your Heirs

The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how.

September 21, 2022

Financial Therapy: What is It and Why You Might Benefit from It

The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.

September 15, 2022

Net Worth Tracking: A Key Habit for a Wealthier and More Secure Future

Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.

September 8, 2022

What Is an Annuity? Hype or Hope for Your Retirement?

What is an annuity? An annuity is technically an insurance product, not an investment.  Instead of trading money for financial protection from fire, flood or a health emergency, you are trading a lump sum in exchange for guaranteed income payments. The insurance company is taking the risk for downside in financial markets and for you…

September 7, 2022

Avoid These 7 Big Annuity Mistakes

Considering an annuity? Don’t make any of these 7 big annuity mistakes. These errors in judgement are common, but easy to avoid.

September 7, 2022

The Real Scoop on Lifetime Annuities: Is This Type of Insurance Right for You?

Explore 8 questions to determine if a lifetime annuity is right for you – your values, goals, and resources.

September 6, 2022

6 Competing Retirement Investing Goals and How to Sort Them Out for Long-Term Wealth

Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.

September 1, 2022

7 Ways to Tame Financial Stress for a Wealthier Future

Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!

September 1, 2022

Coping with Financial Crises: Wealth-Building Lessons from Recent History

Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.

August 25, 2022
Retirement Savings and Investments

Sample Asset Allocations: What Is Right for You?

Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!

August 25, 2022

NewRetirement Planner

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