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

personal inflation rate Budgeting & Spending

What’s Your Personal Inflation Rate?: Inflation is Not an Equal Opportunity Phenomenon

Average inflation is high. But, what is your personal inflation rate? Find out how to calculate and what it means.

May 26, 2022
spend safely in retirement Retirement Income

Want Reliable Retirement Income? Use the Spend Safely in Retirement Strategy

Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…

May 26, 2022
stock market corrections and crashes Planning

Stock Market Corrections, Crashes, and Bear Markets: What to Do When Your Investments Go Down?

Stock market corrections are a reality, but that doesn’t make them less painful. Here are 10 tips for weathering these storms.

May 19, 2022
medicare advantage denies coverage Insurance

Medicare Advantage Plans Too Often Deny Care and Claims: What to Do About It

A government report finds that Medicare Advantage plans are denying coverage and claims. Find out what to do about it.

May 19, 2022
financial decision making Planning

13 Ways to Improve Your Financial Decision Making

Making the right decision is important. Financial decision making is especially critical. Here are 13 tips for a wealthier future.

May 19, 2022
financial mapping Planning

Financial Mapping: A Retirement Plan Is Like a Navigation System for Your Money and Time

Financial mapping, creating a roadmap for your money can help you with better financial habits, decisions and outcomes. It’s GPS for your finances.

May 12, 2022
Retirement Savings and Investments

9 Tips to Help Your Grandchildren Financially and Otherwise (I Bonds Are a Hot Topic)

You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…

May 12, 2022
second careers Earning

An Encore Career? 5 Tips for a Second Career In Retirement

Second careers may be the key to a successful retirement. Get tips on the best careers and how to make money, find meaning and have fun.

May 11, 2022
Planning

Planning Retirement in an Uncertain Economy: How Much Should You Adjust Your Plans?

It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.

May 5, 2022
financial planning myths Planning

18 Big Financial Planning Misconceptions

There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.

May 5, 2022
fiduciary Financial Advisors

What Does Fiduciary Mean?

Want an advisor who works for your best interests? Find someone who acts as a fiduciary. Find out what that means and why its important.

May 5, 2022
reverse mortgage facts Reverse Mortgages

14 Important Reverse Mortgage Facts

Do you know your reverse mortgage facts? More and more people are becoming aware of reverse mortgage as an option for tapping their home’s equity. Maybe you heard about the loan on a personal finance blog or from Tom Selleck on late-night TV. However, what is really true? With all of the buzz about retirement…

May 3, 2022
consumption smoothing Retirement Income

What is Consumption Smoothing? And, Why Is It Important to Your Lifelong Happiness?

While most people do short term consumption smoothing, you really need it for your future financial security.

April 28, 2022
spending retirement nest egg Retirement Planning

9 Ways to Overcome the Terror of Spending Your Retirement Savings

Terror about retirement spending is not uncommon. In fact, most people are worried about spending their nest egg and running out of money. After all, you have been conditioned for decades to earn, not spend. You were probably a teenager when you opened your first paycheck and officially started the cycle of earning and spending…

April 28, 2022
reverse mortgage checklist Reverse Mortgages

Reverse Mortgage Checklist: Big Questions to Ask if You Are Considering this Loan

Your house is your: Home. Heart. Hopes. Wealth. Future. The decision to get a reverse mortgage is a big one. Use this checklist to make the right choice…

April 25, 2022
long-term financial goal Lifestyle

The Most Important Long-Term Financial Goal Has Nothing to Do with Money

Is your long-term financial goal all about your money? You are missing the point. Learn to consider your why, what’s important to you.

April 21, 2022
roth ira mistakes Taxes

15 Mistakes People Make with Roth IRA Savings and Conversions

There are a lot of potential Roth IRA mistakes to be made: 1) Not doing it, 2) Not knowing the rules, 3) Timing, 4) Poor planning, 5) Overlooking spouse… and more!

April 21, 2022
Retirement Planning

Podcast: Jeff Rose — Good Financial Cents

Steve and Jeff discuss why financial control & independence is important and how to plan, save & invest your way there

April 21, 2022
retirement numbers Planning

16 Retirement Numbers You Need to Know for a Secure Future

How to make sense of retirement planning? Here is your guide to the 16 retirement numbers that are most important for a secure future.

April 20, 2022
I Bond Pros and Cons Retirement Savings and Investments

I Bond Pros and Cons: Why They’re Such a Sweet Treat Right Now

I scream. You scream. We all scream for… I Bonds. Learn why there is so much excitement for I Bonds and explore the pros and cons of this investment.

April 14, 2022
retirement bucket strategy Retirement Savings and Investments

Is a Retirement Bucket Strategy Right for You and Your Money? (And, How to Calculate)

Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.

April 13, 2022
best retirement investments Retirement Planning

The Best Retirement Investments to Achieve Your Financial Goals

The best retirement investments depend entirely on you and your goals. Here are 15 great opportunities for you to consider. Read now!

April 13, 2022
Planning

Quarterly Financial Review: 9 Updates to Make to Your Plan Now (April 2022)

Want to stay on track to a secure future? Do a quarterly financial review. This article explains what to update, provides recent economic benchmarks and shows you what articles have been useful to people this quarter. Plus all the latest NewRetirement functionality.

April 5, 2022
Planning

What’s New? Recent Enhancements to the NewRetirement Planner

From being able to model a change to your future rates of return to new classes, check out the exciting enhancements we have added this quarter.

April 3, 2022

NewRetirement Planner

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