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The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.

If you want a secure retirement, you need to go about estimating retirement expenses. Get 9 great tips for succeeding at this difficult task.

You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!

Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.

Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.

If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.

Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.

Your home is a valuable asset. It is also a powerful financial tool for retirement. Explore 5 ways to use your home equity. Read now…

Steve, Paul, and Patrick discuss financial education, the need for better financial solutions, and the importance of ethics in planning.

More and more couples over the ages of 60 are favoring cohabitation over marriage.  In fact, cohabitation among people over the age of 60 more than quadrupled between 2000 and 2020. What is Driving the Trend Toward Cohabitation? There are quite a few factors driving the trend toward cohabitation for people over 50 or 60.…

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?

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.