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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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buying a home Planning

Why Buying a Home is a Smart Financial Decision if You Do it Responsibly

Buying a home could be among the smartest and most impactful things you do in life. Find out why and how to do it responsibly.

May 29, 2023
emergency savings Planning

Emergency Savings Are the Foundation of Financial Wellness: Find Out How Much You Should Have

The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.

May 29, 2023
why you need to invest Planning

Saving is Not Enough: Why You Need to Invest

If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals.

May 29, 2023
investing basics Planning

Investing Basics: 14 Simple Strategies for Building Long-Term Wealth

Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth.

May 29, 2023
how much to save for retirement Retirement Planning

How Much Should You Save for Retirement? 6 Ways to Get Your Answer

You know you need to save, but let’s figure out how much to save for retirement. Hare 6 easy ways to figure out the right number for you.

May 29, 2023
saving too much for retirement Retirement Planning

Are You Saving Too Much for Retirement? (It’s More Common than You Might Think)

We hear a lot of horror stories these days about people saving too little, but the fact is that some people are actually saving too much for retirement. It is possible to have too much of a good thing…  It’s safe to say that my grandfather is one who saved too much because even though…

May 25, 2023
over saving Retirement Planning

Over Saving for Retirement: Advice from Real People Who May Have Saved Too Much

Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.

May 25, 2023
ways to retire Planning

10 Ways to Retire Even If You Think You Haven’t Saved Enough

Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.

May 25, 2023
life expectancy drops Planning

Life Expectancy Drops in United States, but Not for Everyone

Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.

May 25, 2023
how to get out of debt Financial Wellness

How to Get Out of Debt: 12 Ways to Reduce this Expense for a More Secure Future

Debt levels have climbed to an all time high. Reducing this financial burden is a very worthy goal. Not sure how to get out of debt? You have options. Use this article to get motivated and find a way to approach your debt that feels right for you and your priorities. There are quite a…

May 23, 2023
gain financial control Planning

Trying to Gain Financial Control? Here are 4 Straightforward Steps to Feeling Better About Your Money

You don’t need to feel overwhelmed by financial stress. Here are 4 straightforward steps to help you gain financial control.

May 20, 2023
ways to budget Retirement Income

14 Ways to Budget: Find the Best Method for Your Personality and Goals

Budgeting doesn’t have to be awful. We’ll help you find a way to budget that helps you with your financial goals and suits your personality.

May 18, 2023
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

NewRetirement Planner

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