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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best places to retire

The Ultimate Guide to the Best Places to Retire: 26 Lists, Quizzes, and Tips for Making the Best Relocation Decision for You

The ultimate guide to retirement relocation: 20 best places to retire lists, 6 calculators, and tips to help you find your ideal locale.

September 29, 2022
financial values

How and Why to Pass on Financial Values to Your Heirs

The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how.

September 21, 2022

Financial Therapy: What is It and Why You Might Benefit from It

The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.

September 15, 2022

7 Ways to Tame Financial Stress for a Wealthier Future

Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!

September 1, 2022

10 Remarkable Retirement Investments: Go Beyond Stocks, Bonds and Other Financial Products

Monetary retirement investments are critical. Investing in your future health and happiness will pay the important dividends.

August 18, 2022

What You Can Learn From Millennials (Yes, Millennials) for a Better Financial Future

People often mock millennials, but here are 8 useful lessons from the generation about money and planning a secure future.

August 18, 2022

Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security

New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.

August 4, 2022

10 Reasons Why Talking About Money Can Give You a Better Future

Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.

August 3, 2022

Retirement Depression: 9 Tips for Combating this Very Common Syndrome

Are you (or a loved one) experiencing retirement depression? Here are 9 ways to get help and overcome this real phenomenon.

July 28, 2022

For Real Retirement Security, Make a Plan for Everything that Could Possibly Go Wrong

Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…

July 28, 2022

Podcast: The Financial Samurai – “Buy This, Not That: How To Spend Your Way To Wealth And Freedom”

Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle life’s dilemmas in a rational way and achieve financial freedom.p

July 28, 2022

What is Another Word for Retirement? There Has Got to Be Something Better!

We really need another word for retirement. We are not withdrawing. Most of us aren’t even stopping work! Here are some alternatives. What do you suggest?

July 21, 2022
how much is enough

How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness

Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.

July 14, 2022
save money on prescription drugs

15 Ways to Save Money on Prescription Drugs

Don’t throw money out the window. Explore these 15 east ways to save money on prescription drugs, especially if you are older. Read now!

July 14, 2022
heart health and your retirement

Heart Health and Your Retirement Well Being

Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health.

June 22, 2022
does money buy happiness

11 Ways Money Really Can Buy Happiness

They were wrong. The answer to the question does money buy happens is… yes! In fact, the research is overwhelming. And, there are actually multiple ways to spend to increase happiness. Here are 11 ways to spend money to buy happiness. The following 11 tips are valuable whether you are 75, 65, 55 or 15!…

June 9, 2022
financial mapping

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

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

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
financial planning myths

18 Big Financial Planning Misconceptions

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

May 5, 2022
residential mobility

The Surprising Benefits (Freedom and Optimism) of Residential Mobility (Moving)

Residential mobility may have surprising emotional benefits. However, most people want to stay put. Explore pros and cons of relocating.

March 3, 2022

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

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
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.

January 7, 2022

NewRetirement Planner

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