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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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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
Planning

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 Financial Wellness

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 Planning

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
collective human time Planning

Collective Human Time: How Does it Measure Up to How You Use Your Time?

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.

November 9, 2023
alternative investments Retirement Planning

Are Alternative Investments a Good Idea for Your Retirement?

Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.

November 9, 2023
year end tax tips Planning

12 Year-End Tax Planning Strategies to Keep More 2023 Money and Prepare for Future Wealth

These 12 year-end tax tips for retirement will help you minimize your 2023 taxes and reduce future tax bills.

November 2, 2023
agi adjusted gross income Taxes

AGI (Adjusted Gross Income): The Tax Acronym You Can’t Ignore

Gaining insight into your Adjusted Gross Income can pave the way for a prosperous and tax-smart financial future.

November 2, 2023
Planning

How Much Do You Need for Retirement if You Will Live to Be 100?

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.

November 2, 2023
financial mistake Retirement Planning

The 28 Big Financial Mistakes that Most People Make and 28 Easy Fixes for a Better Future!

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.

October 26, 2023
asset location Taxes

Asset Location: How Tax-Smart Investing Can Supercharge Your Portfolio

Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes.

October 26, 2023
Medicare open enrollment Insurance

Medicare Open Enrollment: Why You Need to Assess Your Insurance Annually and 13 Tips for Getting Great Coverage

It’s 2024 Medicare Open Enrollment time. Here are 13 tips for getting great coverage and lowering medical costs.

October 19, 2023

NewRetirement Planner

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