Our Blog

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.

Explore all our content

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

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
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

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
David Chen Podcast Podcast

Podcast: Community Member David Chen on How Good Habits and Creative Solutions Resulted in an Early Retirement

Hear David’s investing lessons and plan for generating income for life.  Plus what he learned about estate planning after his dad’s passing.

October 5, 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

NewRetirement Planner

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