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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
advice to yourself Lifestyle

What Advice Would Your 80-Year-Old Self Offer to You Today?

Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.

October 18, 2023
Roth conversion strategies Retirement Income

How to Model Roth Conversion Strategies in the NewRetirement Planner

Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings.

October 18, 2023
IRMAA Insurance

Medicare Surcharges (IRMAA): How the Wealthier Pay MORE for Coverage

Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA – Income Related Monthly Adjustment Amount.

October 17, 2023
Earning

Modest Social Security Benefit Increase for 2024: Is it Enough?

The Social Security cost of living adjustment (COLA) for 2024 stands at 3.2%, much less than 2023. Is it enough?

October 12, 2023
retirement regrets Retirement Planning

Retirement Regrets: Top 10 Things Retirees Wish They Would Have Done Differently

Here are 10 ways today’s retirees say they would have planned differently, and what you can do to avoid these retirement regrets.

October 12, 2023
audit expenses Financial Wellness

Audit Your Spending: 5 Ways to Review Your Expenses to Ensure Your Desired Financial Outcomes

Explore 5 categories of expenses and get get tips for auditing your spending to better achieve your near- and long-term goals.

October 12, 2023
budgeting time Value Your Time

Budgeting Time: You Probably Know Your Net Worth but How Are You Measuring Your Time?

You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.

October 5, 2023
holistic investment plan Retirement Savings and Investments

9 Essential Considerations for a Holistic Investment Strategy

Explore 9 important considerations when it comes to establishing, tracking, and managing a holistic investment strategy.

October 5, 2023
Bud Hebeler Retirement Planning

Retirement Tips from Henry “Bud” Hebeler: A Model and Inspiration for Retirement Planning

Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.

October 4, 2023
super agers Lifestyle

14 Secrets of Super Agers and Their Healthy Brains

What is a super ager and why do their brains stay so young? Learn more and get tips for maintaining your memory, thinking skills and vitality.

September 28, 2023
alternatives to long term care insurance Insurance

11 Alternatives to Long Term Care Insurance

You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance.

September 28, 2023
long term care and medicaid Insurance

9 Surprising (Sometimes Unsavory) Secrets About Long-Term Care, Medicaid, and Your Retirement

Here are 9 things you might not know about Medicaid and long term care, and the chances you’ll be on the program in retirement.

September 26, 2023
Making the most of Social Security Social Security

6 Insider Tips for Getting the Most from Social Security

Mary Beth Franklin is a nationally recognized expert in Social Security. Get her 6 insider tips for getting the most from Social Security.

September 25, 2023
average home equity Retirement Savings and Investments

Average Home Equity: If You Are Middle or Lower Class, Your Wealth is in Your Home

Learn about average home equity and how it impacts your wealth, especially if you are in the lower or middle classes.

September 21, 2023
ikigai Planning

Blue Zones Report: 3 Okinawan Secrets to a Long Emotionally, Intellectually, and Physically Healthy Life

Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.

September 21, 2023
best country for retirement Retirement Planning

Where in the World is the Best Retirement? (See Where the U.S. Ranks and Discover Worldwide Problems with Financial Security)

Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?

September 21, 2023
is college worth the cost Financial Wellness

Economic Viewpoint: Is College Still Worth the Cost of Tuition?

Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.

September 14, 2023
early retirement Planning

How to Retire Early:
30 Tips, Strategies, Tricks & Strategies for an Early Retirement

Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now.

September 14, 2023
financial motivations Planning

How Your Financial Motivations Impact Your Financial Decision Making

Financial motivations drive your financial decisions. Be aware of them and you will make better choices.

September 7, 2023
creating a retirement plan Planning

19 Powerful Insights Gained by Creating a Retirement Plan

What will can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to your secure future.

September 7, 2023
money personality type Planning

What is Your Money Personality Type? Will It Impact Your Financial Security?

Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!

September 6, 2023

NewRetirement Planner

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