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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getting old is optional

Growing Old is Optional! 14 Stories of Amazing Accomplishments by People Older than You

Age is just a number.  In fact, even the word “old” means less and less these days as many of us stay healthy and active well past the traditional retirement age of 65.  Is 80 the new 40?  Or, is 100 a better benchmark age for enjoying life and achieving interesting things? Preparing for retirement…

September 24, 2020

Retire AFTER 65: It’s One of the Secrets to a Long Happy Life!

A study from a team of researchers at Oregon State University shows that the longer you wait to retire, the longer you will likely live. So if you are planning to put off retirement until after 65, get your retirement plan ready — you’ll want to make sure you have planned to afford the extra…

September 18, 2020

The Right Kind of Stress for a Secure, Happy and Relaxed Retirement

When most people think about financial and retirement planning, feelings of stress, worry, and anxiety rise in our throats. This stress — while unpleasant — exists for good reason. Stress serves a purpose. Less than 50% of people have a written retirement plan. The majority of people simply don’t have enough saved for this time…

September 3, 2020

Podcast: Alan Donegan — Journey to FI and Starting Companies

Episode 45 of the NewRetirement podcast is an interview with Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and discusses Donegan’s own journey to financial independence and the people that he’s met along the way. They also go in-depth on how to start a business. Spoiler:…

August 20, 2020
retiring athlete

What You Might Have in Common with Retiring Olympic Athletes

A new documentary, The Weight of Gold, explores the many mental health challenges that retired Olympic athletes face. You might be surprised to learn that those challenges are similar to what happens at retirement to many people in far more mundane jobs.  Retired Olympic athletes – and anyone who has retired from a job where…

August 19, 2020
books about retirement and aging

Books About Retirement and Aging

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.

August 15, 2020
retirement books

20 Best New Retirement Books for Summer Reading 2020

The summer of 2020 hasn’t felt much like a summer since we’ve been working from home and not traveling since March. Whether you’re going on an all-American road trip in August, making s’mores in the backyard, or even if your vacation plans have been put on hold till 2021, these new and newly updated retirement…

August 6, 2020
life expectancy by county

Life Expectancy by County: WHERE You Live May Suggest HOW LONG You Live

Life expectancy has mostly been rising in the United States — overall. However, recent research has found that there are significant differences in life expectancy by county. In fact, in many counties, the average life expectancy is 20 years — TWENTY years — shorter than in other areas.The good news is that some areas of…

July 7, 2020

6 Meaningful Ways to Leave a Financial Legacy to Your Heirs

When approaching retirement, it’s common for people to start thinking about legacy planning: how they’ll be remembered and what they’ll leave behind. In most cases, leaving a legacy for children, grandchildren, or charities – and other causes people are passionate about –  takes careful planning and the advice of a financial planner. Read on for…

July 7, 2020
best retirement investments

10 Retirement Investments That Don’t Involve Stocks, Bonds, or Other Financial Products

Investing in ourselves doesn’t need to involve money. In fact, many of the best retirement investments do not involve greenbacks at all. Instead, they are investments that make the fullest use of our time, allow us to spend precious moments with the people we love, and enable us to focus on those things that make…

July 5, 2020

The Secret to a Happy Retirement? A Schedule!

Before retirement, life has a predictable routine. Work takes priority, and oftentimes everything else is scheduled around it. From laundry to mowing the lawn, many people plan and keep a routine so that everything gets done. After retirement, there’s nothing but time! So, it might seem that schedules aren’t crucial. But a routine might be…

July 5, 2020

Ask Yourself These 3 Questions to Find Out Your Retirement Readiness

While financial and health concerns are a major part of every person’s retirement decision, it’s important to ask yourself questions that go beyond financial preparedness to help determine at what age retirement is right for you. Americans are living longer than ever. This means that many individuals will actually spend more years in retirement than…

July 4, 2020

Boomers Have a Retirement Problem: Boomerang Kids

Baby boomers who are still financially supporting their adult children (a group that is sometimes referred to as “boomerang kids”) are increasingly finding that doing so is keeping them from reaching retirement, a study shows. In fact, only 21% of baby boomers who support their adult children are retired–compared with 52% of baby boomer households…

July 3, 2020
Keep the mind young

Keeping Up with Technology Can Keep the Mind Young: Amie Clark of TheSeniorList.com

The world of technology is constantly changing. Each year, phones, televisions, and computers grow smarter. Social media sites and web application developers give us something new to figure out. At a certain point, it can be easier to give up on new trends and resign yourself to what you already know. But could that actually…

July 3, 2020
Retirement

Are You Prepared to Live to 86 Years Old? Or Longer?

Chances are you’ll live longer than your parents, and much longer than your parents’ parents lived. While that sounds like a gift at face value, a longer life expectancy brings with it some special concerns, too. According to the Society of Actuaries, an actuary professional organization in Illinois, one of out three males and one…

July 3, 2020

Tips for Keeping Your Own Retirement Plans on Track as a Family Caregiver

The costs of being a caregiver can be overwhelming.  There is the extreme emotional turmoil. But there are also serious financial concerns– from money spent out-of-pocket and from time spent caregiving instead of earning income. A study by AARP found that family caregivers spent an average of nearly $7,000 a year of their own money–more…

July 3, 2020
family and retirement

5 Reasons Why Your Loved Ones Could Put Your Retirement at Risk

Saving for retirement can be an incredibly difficult task, especially when your path is filled with hurdles such as job loss, rising inflation, and debt. One obstacle you may not think about is your own family. Juggling family commitments makes it hard for many adults to save for their own financial future. It can force…

July 3, 2020

The Sandwich Generation: 3 Ways to Alleviate Stress

Members of the Sandwich Generation are typically in their 40s or 50s today, and there are quite a lot of them: about 53% of Millennials and 29% of Gen Xers, according to sandwich generation statistics reported by the Pew Center. Having two sets of dependents (children and parents) can be burdensome financially as families are…

July 2, 2020
Retirement planning

Do You Want a Retirement Job Caring for Your Grandkids?

You spend most of your adult life planning for retirement. You might also spend a lot of time thinking about having grandkids one day. But what you might not predict is a phone call asking whether you’d be interested in a new job: being a childcare provider for the newest family member. Men and women…

July 2, 2020
empty nest

Tips to Prepare for an Empty Nest

The life transition of becoming a parent with an empty nest is a life transition that is not often talked about (at least not much as we analyze the impact of other major life events, such as getting married, having children, and retiring).  However, the act of your children leaving home has emotional and financial…

July 2, 2020

Focus on Health Not Wealth for a Happy Retirement

For many of today’s retirees, health is the most important ingredient for a happy retirement. You might say that they value good health over financial security. This sentiment also rings true for baby boomers–Americans born between 1946 and 1964–who are either recently retired or are preparing for retirement. Baby boomers are taking charge of their…

July 2, 2020

Most Retirees Think That Staying Put is the Right Move for Retirement

Do thoughts of retirement conjure up images of a moving truck and boxes? Does this image sound stressful? If staying put sounds more appealing, you may be like many Americans approaching retirement age who say they actually wish to remain in the same home–or the same area–where they have lived their adult years. “Sometimes it…

July 2, 2020
blog your retirement

How (and Why) to Blog Your Retirement

Some of us retire with a clear purpose in mind. Others of us are anxious to escape the daily grind of work, but we are less sure about how exactly we want to spend our new-found leisure time. Either way, why not blog your retirement? More and more seniors are tech-savvy enough to start their…

July 1, 2020
Happy Retirement

Surprising Tips for a Happy Retirement

After the stress of building careers and raising kids, most people’s happiness seems to start increasing at around age 65. And, we keep getting happier until it peaks at around age 85. Want to do a little extra to make sure you have a happy retirement? Try these tips: Think About Your Death Yes, you…

July 1, 2020

NewRetirement Planner

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