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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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why budget Financial Wellness

Why Budgeting Matters: 8 Reasons to Adopt This Foundational Financial Habit

Why budget? Budgeting can improve your short-term and long-term finances as well as your emotional well being.

May 18, 2023
deciding when to retire Earning

Deciding When to Retire: What Difference Does a Year or Two Earlier or Later Really Make?

Deciding when to retire? Getting close to the date? Asking yourself what difference a year makes? Explore the financial and emotional considerations of 1 more year.

May 18, 2023
money mindfulness Planning

Money Mindfulness: 9 Ways to Be More Financially Aware and Successful (with Less Stress)

Money mindfulness is a powerful trick to reducing financial stress and improving your day to day and long term financial outcomes. Learn how.

May 11, 2023
5-10 years from retirement Retirement Planning

5–10 Years from Retirement? Get to the Finish Line With These 15 Tips!

As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 12 things you need to do NOW for a secure future.

May 11, 2023
catch up contributions Planning

A Powerful Retirement Saving Secret: Use Tax Advantaged Catch Up Contributions When Over 50

Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.

May 10, 2023
retiring alone Retirement Planning

17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior or Elder Orphan During Retirement)

Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.

May 10, 2023
worried about retirement Planning

Worried About Retirement? Try Changing Your Perspective

Your attitude toward anything in life is all based on perspective. If you are worried about retirement, here are 9 tips to help you change your approach.

May 4, 2023
volunteer in retirement Lifestyle

Volunteering in Retirement: 6 Tips for Making an Impact

Volunteering in retirement is appealing. More than ever, workers over 50 are seeking a second chance at purposeful work. Get tips here!

May 4, 2023
financial wisdom Planning

Forget Financial Tips: Try These 11 Twists on Conventional Advice

There are thousands of well worn financial tips, but worthwhile wisdom can be harder to find. What do you think of these twists on conventional advice?

April 27, 2023
financial planning is hard Financial Wellness

Financial Planning is Hard: Explore 7 Reasons Why and What to Do About It

Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties.

April 20, 2023
plan your retirement Planning

An Easy 4 Step Framework for Planning Your Retirement

Planning retirement is complex. We make it easy with this 4 step framework. No jargon, just a useful progression to the future you want.

April 20, 2023
imagine your future Planning

Want Future Financial Security? It’s All In Your Imagination (Actually)!

Want a secure retirement? It is not simply about following a financial plan. Imagining who you are going to be may be critical to your success.

April 13, 2023
what is a recession Planning

What is a Recession?

What is a recession? The good news? Well, recession isn’t always so bad and you probably won’t know are in one until after it’s over.

April 13, 2023
Planning

Podcast: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”

Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.

April 13, 2023
Planning

The Retirement Calculator for Married Couples (or Any Couple)

Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.

April 7, 2023
financial wellness Financial Wellness

What is Financial Wellness? Have You Achieved It?

There is a lot of buzz around “financial wellness.” But unlike many fads, financial wellness is definitely a worthwhile pursuit.

April 6, 2023
Retirement Income

Will Social Security Run Out? Will Medicare Stay in Business? Get the Latest News on these Important Programs

Demographics and longevity are 2 factors causing financial woes for Social Security and Medicare. Learn if your benefits will be impacted.

April 6, 2023
Planning

Best Financial and Retirement Articles from Q1 2023

Top retirement articles covered averages, happiness, fears, bear markets and more related to achieving a secure future.

April 6, 2023
home equity loan for retirement Retirement Planning

Should You Secure a Home Equity Loan Before You Retire?

A home equity loan at retirement may seem counter intuitive. However, there are some compelling reasons to consider taking on this debt.

March 30, 2023
Planning

18 of the Most Important Lessons from Financial Independence Retire Early (FIRE) Influencers

Some people retire in their 20s and 30s. What’s the secret? Here are top lessons from the most popular financial independence influencers.

March 30, 2023
Retirement Planning

What Happens if I Really Do Run Out of Money in Retirement?

Worried about running out of money in retirement? There’s good reason to be concerned. Find out how to take action and feel more confident about your future.

March 30, 2023
ready to retire Planning

Do You Have What it Takes? 8 Unexpected Skills You Need for a Happy Secure Future

If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure…

March 23, 2023
what is a roth conversion Taxes

What is a Roth Conversion? Would Doing Conversions Benefit You?

Roth conversions are a hot topic. Let’s make sure that the basics are covered: Find out what they are, how they work, and when or how to use them.

March 22, 2023
retirement taxes Taxes

Go Beyond Tax Filing and Plan to Pay Less in the Future with These 25 Tax Planning Tips

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

March 16, 2023

NewRetirement Planner

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