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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graduation speeches

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

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

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
buying a home

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
life expectancy drops

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
volunteer in retirement

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

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.

April 7, 2023
financial wellness

What is Financial Wellness? Have You Achieved It?

There is a lot of buzz around “financial wellness.” But unlike many fads, financial wellness is definitely a worthwhile pursuit.

April 6, 2023
ready to retire

Do You Have What it Takes? 8 Unexpected Skills You Need for a Happy Secure Future

If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure…

March 23, 2023
retirement manifesto

What is Your Retirement Manifesto?

When you begin to approach retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by you.

March 15, 2023
impact investing

Impact Investing Returns: Do Well — Financially and Socially — by Doing Good

Impact investing – sounds exciting, but should it be for retirement? Find out if it is a good idea to support a cause with retirement funds?

March 9, 2023

8 Inspiring Reasons Why People Retire Young

Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.

February 16, 2023
survive retirement with your spouse

Survive Retirement with Your Spouse: 9 Topics to Tackle Now for a Happily Ever After

Cover these 9 topics to survive retirement with your spouse. Communication is key to any good partnership, especially when it comes to money.

February 9, 2023
age related financial vulnerability

Age-Related Financial Vulnerability: Why Making Financial Decisions Might Be More Difficult as You Get Older

All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful to know what might happen in the future so we can make better plans now. Researchers have discovered that as we get older, core financial…

January 26, 2023
new books best life

5 New Books with Surprising and Useful Ideas for Living Your Best Life

5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.

January 12, 2023
climate change and your retirement

Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being

Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.

January 4, 2023
Giving money to family

Giving Money to Family? Are You Handing Out More or Less than Average?

Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.

December 14, 2022
Ted Talks on Retirement and Aging

The 23 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future

Want a short cut to a wealthy and happy retirement? These 23 Best TED Talks can help you feel inspired, be smarter and have a better future.

November 17, 2022
how to be thankful

How Gratitude Improves Your Financial Wellness (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 16, 2022
financial anxiety

3 Psychological Secrets to Coping with Financial Anxiety

Financial stress is the #1 source of anxiety. Use these 3 easy tactics from psychology to feel and do better with your money.

November 10, 2022

Podcast: Joe Kuhn on the Tools You Need to Decide If It Is Safe to Retire

Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.

October 27, 2022
plan to enjoy retirement

11 Bold Tips to Help You Enjoy Retirement: Plan for an Fantastically Happy Future

Only half of retirees actually enjoy retirement. Here are 11 ideas to help you achieve the happiness and fun you want.

October 20, 2022
financial stress

Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress

Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.

October 6, 2022

Podcast: DiverseFI and Regret Minimization Insights from Hospice Doctor, Doc G

Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.

October 6, 2022

NewRetirement Planner

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