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

when can i retire Retirement Planning

When Can I Retire? 21 Questions to Help You Find the Right Time

There is no one right way to decide when can i retire. Use these questions to figure out when is right for you.

July 20, 2023
financial optimism Planning

Are You Too Optimistic or Too Pessimistic with Your Financial Plans?

Glass half full or half empty when it comes to your financial outlook? There are benefits to both viewpoints, but usually optimism wins.

July 20, 2023
Retirement Planning

41 Retirement Party Ideas: Retirement is a Big Deal, Commemorate and Celebrate the Occasion!

Celebrate retirement with a retirement party. Ideas for who to invite, when and where to party, speech ideas, and other ideas & fun stuff.

July 20, 2023
retirement tips Lifestyle

98 Tips for a Healthy, Wealthy, and Happy Retirement!

Here are 98 retirement tips and tricks. Explore useful advice for a healthy, wealthy and happily ever after.

July 13, 2023
Reasons to work in retirement Earning

The Top 8 Reasons Why People Work in Retirement (4 Have Absolutely Nothing to Do with Money)

Planning retirement? This list might inspire you to include post retirement work. Already retired? You might be choose to return to work.

July 12, 2023
downsizing for retirement Housing and Home Equity

Downsizing for Retirement: 15 Tips for a Happily Ever After

Downsizing for retirement is a great strategy – especially for those who have not quite saved enough. Get 15 tips for a big exciting move!

July 10, 2023
managing money for happiness Financial Wellness

6 Tips for How to Manage Money for Happiness

Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.

July 6, 2023
Robert Merton retirement income plan Retirement Income

Nobel Prize Winner Robert Merton Explains Why Retirement Planning Should Focus on Income, Not Savings

Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future.

July 6, 2023
compound interest Financial Wellness

Compound Interest and Saving as Much as You Can as Early as You Can: Magical Secrets to Building Real Wealth

Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.

July 5, 2023
good debt and bad debt Planning

Good Debt and Bad Debt: A Quick Guide to Wise Use of Borrowing for Financial Success

Debt isn’t necessarily terrible. Good debt helps you get ahead. Bad debt puts you in a hole. Understand the differences for better financial outcomes.

July 4, 2023
future self Planning

Make Friends with Your Future Self to Achieve the Life You Want

Making friends with your future self may seem odd. However, it is a really good way to get the life you want. Find out why and how to do it.

June 29, 2023
dividend investments for retirement income Retirement Income

Pros and Cons of Dividend Investments for Retirement Income

Are dividend producing investments the golden goose of your retirement portfolio or a big goose egg when it comes to returns? Explore the pros and cons and find out.

June 29, 2023
what is a bull market Retirement Savings and Investments

What Is a Bull Market and What Does it Mean for Retirement Investing?

Explore bull market characteristics and what investors need to know to navigate these periods of market optimism.

June 18, 2023
average rate of return Retirement Planning

What is the Average Rate of Return? What to Use in Your Retirement Plan Projections?

Get details on historic returns and a framework for making your rate of return projections. Here is info you need for a more secure future.

June 15, 2023
what is a recession Planning

What is a Recession? And, Will We Have One Soon?

What is a recession? Will we have one? What impact could it have on you? How long do they last? And, find out how how to prepare.

June 15, 2023
average retirement income Retirement Income

Average Retirement Income 2023: How Do You Compare?

Average retirement income 2023– find out how your income compares to averages and get tips for boosting your income. Read now!

June 14, 2023
retire early Retirement Planning

How To Retire Early: 19 Tips from People Who Really Know!

How to retire early? Find out with real world advice from 3 retirement experts who took the leap in their 40s and 50s. You can do it!

June 8, 2023
retirement travel Lifestyle

20 Great Retirement Travel Ideas: Make the Most Popular Retirement Pursuit Your Reality

Here are 20 tips for making travel after retirement plentiful, affordable and completely fulfilling. Get ready to make reservations!

June 7, 2023
divorce after 50 Retirement Planning

Divorce After 50: Don’t Let “Gray Divorce” Ruin Your Retirement

Here are 16 tips to help you stay financially stable following a divorce after 50. Get the information you need.

June 6, 2023
lockbox strategy william sharpe Retirement Income

The Lockbox Strategy Other Retirement Income Tips from Nobel Laureate, William Sharpe

William Sharpe has contributed significant brain power to solving for retirement security. Learn about the lockbox strategy and other ways to set up your retirement income.

June 6, 2023
financial basics Financial Wellness

Financial Basics: A Guide to the Habits and Strategies of Spending, Saving, and Investing for a Secure Future

Mastering the financial basics is doable by anyone at any age. Here is a simple guide. Steps to take at 20, 25, 45, or even 55 to get and stay on track to a secure future.

June 1, 2023
graduation speeches Financial Wellness

Advice from 2023 Graduation Speeches that Can Apply to Your Financial Goals

Graduation speeches offer great advice for a good life. And, you know what? The guidance can also be relevant to your finances and retirement.

June 1, 2023
life transitions Planning

Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)

Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.

June 1, 2023
529 savings plan Taxes

Is a 529 Plan Right for You? Tax and Estate Benefits Are Amplified for Certain Income Brackets

A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.

June 1, 2023

NewRetirement Planner

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