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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
Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!
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.
You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.
Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.
These 12 year-end tax tips for retirement will help you minimize your 2023 taxes and reduce future tax bills.
Gaining insight into your Adjusted Gross Income can pave the way for a prosperous and tax-smart financial future.
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.
How many of these 28 financial planning mistakes are you making? Almost everyone fails at #4 and #23. Explore the problems and how to fix them.
Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes.
It’s 2024 Medicare Open Enrollment time. Here are 13 tips for getting great coverage and lowering medical costs.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
