Lifestyle

Your lifestyle choices – how you live your life, your priorities, and values – impact your financial wellness.

And, lifestyle is a major driver of how much you spend and save and how much time you have.

Dive into valuing your time, how to age well, plan for social connection, and achieve a happy retirement.

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What Happens When You Inherit Money? 7 Ways to Prepare

Inheritance is only one aspect of what can be a very emotional time period. It can be useful to know what happens when you inherit money or assets. Below are 7 ways to prepare. 1. Don’t Expect It The old adage, “don’t count your chickens before they hatch,” rings true when it comes to inheritances.…

February 17, 2022
no regret retirement

The No Regret Retirement: Make Sure You Are Happy with the Big Decision

You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets.

February 17, 2022

3 Mental Blocks Preventing Your Secure Retirement

You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!

February 10, 2022

Advice from Betty White on Not Retiring, Aging Well, and Living a Happy Life

Betty White, the Golden Girl, lived well and vibrantly and offered fans lots of insight into making the most of life at every age.

January 13, 2022

7 Reasons to De-Clutter Your Home in Retirement

Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.

Read now…

December 29, 2021

Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want

So much that is written about retirement planning is about rates of return, inflation, savings thresholds, tax mitigation, budgeting, asset allocations, and other relatively dry and often somewhat stressful topics. However, most people care about their finances and planning for retirement because they have a dream for their future. It is important to remember that…

December 16, 2021
best life expectancy calculators

The 10 Best Life Expectancy Calculators and Why You Should Use One When Planning Your Retirement

Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!

December 1, 2021

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.

December 1, 2021
investment gifts

Holiday Gift Guide: Great Retirement and Investment Gifts for Everyone in the Family (Even the Kids)

This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.

November 24, 2021

12 Surprising Ways to Save on Retirement Health Care Costs

Out of pocket retirement health care costs can be outrageous. Use these 12 surprising tips for a healthier and wealthier retirement.

November 24, 2021

How Gratitude Improves Your Financial Well Being (and Health Too): Happy Thanksgiving!

The holidays are a time to be thankful and practice gratitude. Science says it’s good for your emotional, physical, and financial well being.

November 18, 2021

Family and Money: 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 17, 2021

What Advice Would Your 80-Year-Old Self Offer to You Today?

The advice might be inspiring. But, putting yourself in the mindset of your 80-year-old self might be really important. Find out why…

November 4, 2021

Pursue Dental Care Before You Retire

There’s one important task that you may be forgetting before you retire: pursuing dental care. Learn why and access a full retirement checklist.

November 3, 2021

An Expert Guide to Big Life Transitions (Retirement and Beyond)!

Here are 8 tips that you can use right now to make retirement or whatever life transition you’re experiencing go more efficiently and happily. Read now!

October 21, 2021
life after retirement

Hurry! Life After Retirement is Going to Be Great (If You Are Truly Ready)

Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 7 tips to get ready to retire now!

October 12, 2021

Which Countries’ Citizens Enjoy the Best Retirement? (Guess Where the U.S. Ranks?)

Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?

October 11, 2021

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.

September 29, 2021
retirement surprises

16 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring

Here are a 16 possible retirement surprises. For some, it will inspire an early retirement. Others will want to proceed more cautiously.

September 23, 2021

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.

September 9, 2021

Do You Have the Right Mindset for a Secure and Happy Retirement?

So much of life is determined by your mindset. How you think about things can result in how things are and will be. Recent research from Wells Fargo has found that “Planning is actually everything.” And, particularly true if you want to feel great about your financial future. What is a Planning Mindset? Do You…

September 5, 2021

Retirement Boredom and Other Hardships: 14 Ways to Eliminate the Ennui

Boredom ranks as the biggest retirement problem. Explore this and other common post work issues. Plus, discover 14 creative ways to overcome the ennui.

September 2, 2021

Is Financial Stress the Root of the Midlife Crisis? 8 Ways to Boost Retirement Confidence in Your 40s and 50s

Does financial confidence increases as you age? No, it bottoms out in mid life. Get 8 tips for overcoming a mid life crisis and planning a great retirement.

August 26, 2021
retirement motivation

What Motivates You to Retire? How Did Others Decide to Take the Leap?

Explore 7 most often cited motivations for leaping into retirement. Three of them might really surprise you.

August 18, 2021

NewRetirement Planner

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