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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retirement stories

Retirement Stories: The Latest, Wild, Wacky, Profound and Heartwarming News About Retirement and Aging

We are starting a running list of retirement related stories from around the internet: the latest, wild, wacky, profound, exciting or heartwarming news about retirement and aging. Do you have a retirement story you think belongs here? Email us! Aging is… Optional? David Sinclair is a Harvard professor who made Time Magazine’s list of of…

November 20, 2019

Retired, Abruptly: Here Are the Lessons I Learned

This piece comes from Scott Allen who is now five years into enjoying his retirement and pursuing more active work and service opportunities. My retirement did not go according to plan.“Involuntarily separated from the organization” was the official, legal term for my then, current, employment situation. “Smoked, like a Hormel canned ham” was how my…

November 19, 2019

Aging Well: Walk Away from Aging and 7 Other New Health Tips for Seniors

Aging well is key to your quality of life in retirement. Here are 8 new health tips for seniors. We think you will find this health news really useful or interesting. Walk Away from Dementia, Literally Many recent studies have found that exercise — even just simply walking — is the best way to avoid…

October 23, 2019
retirement survival pack

Retirement Survival Pack: Don’t Leave Work Without It!

Retirement can be hard. Sure, some people slide right into it with no problem at all.  Others are bored at best and depressed at worst. It is not the financial pressure that is usually the problem. Issues usually come from the fact that work often provides the emotional, mental and social stimuli that you need…

October 3, 2019

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!

September 19, 2019
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 19, 2019

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.

September 19, 2019
retirement depression

Retirement Depression: 9 Tips for Combating this Very Common Syndrome

Retirement depression — feeling sad or lacking energy and focus after retiring — is surprisingly common. A study published in the Journal of Population Ageing found that those who were retired were about twice as likely to report feeling symptoms of depression than those who were still working. And, research from the London-based Institute of…

August 29, 2019
Another Word for Retirement

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

I think we can all agree. We desperately need another word for retirement. Retirement is a word that we use to roughly define a period of life after work. But this word is imprecise at best and — at worst — really flat out wrong about this phase of life. I mean, some of us…

July 24, 2019

Podcast: Cameron Huddleston — Mom and Dad, We Need to Talk

Episode 28 of the NewRetirement podcast is an interview with Cameron Huddleston, an award winning personal finance journalist and author, about her experience planning for and caring for aging parents. Her work has appeared in Kiplinger’s Personal Finance, Business Insider, Chicago Tribune, Fortune, Huffington Post, Money, MSN, USA Today and many other publications. A mom…

July 10, 2019
retirement advice

Great Retirement Advice from the Best Graduation Speeches

Graduation and retirement are arguably the two biggest life transitions anyone will ever experience.  With both rites of passage, everything about your daily experience changes in the short term and your goals for the future become more far sighted and poignant. Therefore, we wondered if perhaps retirees had anything to learn from the wisdom of…

June 6, 2019
Retirement

Retirement Reinvention: Hold Steady or Become a New You?

Retirement reinvention!?! Maybe you want nothing to change once you retire, or maybe you’re anxious for that next new phase and what it could bring. Retirement isn’t one idea, and it’s definitely not static. It’s just the next stage. And with Americans living much longer than ever before, it can last more than 20 years.…

June 1, 2019
make the most of medicare Close up of senior woman in checked blue shirt inside vintage pickup truck

12 Tips for a Healthy Retirement and Making the Most of Medicare

Medicare is a hugely popular program, providing health coverage to the vast majority of Americans over 65. Here are a few tricks for taking care of your health and making the most of Medicare… 1. Understand Your Medicare Options Once you turn 65, you need to make choices about your Medicare coverage. Will you choose:…

May 21, 2019
managing money for happiness

6 Tips for How to Manage Money for Happiness

Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.

February 25, 2019

Winter Got You Down? Make a Sunnier Climate a Retirement Reality

Rain. Snow. Sleet. Cold. Once the coziness of winter holidays passes, dark weather can weigh heavily on our psyches.  However, when you retire, you have more freedom to seek and enjoy sunnier or more temperate climates. What’s holding you back? Here are nine tips, tricks and things to consider when thinking about a warmer location…

January 15, 2019
fund college education

How to Fund College Education When You Are Trying to Retire

College costs can feel overwhelming — especially if you are trying to retire sometime soon (or even just save for a future retirement). How to fund college education is a critical question and families need to explore all of their options. You are not alone if you are worried about paying for both big expenses…

October 18, 2018
getting old

Getting Old: Ideas for Delaying the Onset, Reasons to Look Forward to It and Ways to Prepare

Getting old is not all fun and games.  However,  it is not nearly as dismal as you might think, assuming you follow a few guidelines.  Furthermore, it can actually be enormously beneficial for you to think about growing old. Contemplating your future as an older person can: Help you create a better plan and make…

February 21, 2018
dementia

Dementia Rates Are Declining in the United States

According to researchers at the University of Michigan, between 2000 and 2012, the percentage of adults in the United States with dementia (including Alzheimer’s) fell from 11.6% to 8.8%.  In addition, the Framingham study (a long-running research project in one small, largely-white well-off community)  found that dementia rates have fallen by about 20% in every…

January 11, 2018

The Top Retirement Resolutions for Health, Wealth and Happiness in 2018

It is that time of year.  Time to set goals and set a resolution for 2018.  Here are some retirement resolution ideas that address wealth, health and happiness. Choose one or something from each category. Top Financial Retirement Resolutions? Find Wealth! It may come as no surprise, but saving more and saving more for retirement…

December 27, 2017
know about retirement

5 Things No One Tells You About Retirement That You Need to Know

The plan seems simple: work until age 65 and then retire and enjoy the good life: golfing, travel, gardening, being a grandparent, and sleeping in. This may be what you’ve been looking forward to for the last forty or so years, but you could be in for some big surprises. There are quite a few…

May 3, 2017
retirement disadvantage

Are You Female or Married to One? The HUGE Retirement Disadvantage You Will Face

While there are lots of benefits to marriage, if you are a woman or you are married to one, you face a a huge retirement disadvantage — a significantly steeper climb toward having adequate retirement savings. A new study from TIAA estimates that in order for two recent college grads to have the same amount…

February 2, 2017
grateful retirement

Be Thankful As You Near Retirement — It Improves Health and Happiness

Whether you have saved enough money to feel secure about retirement or not… There is still plenty to be thankful for. Feel grateful. It gets easier as you age and it improves your health. In fact, as you get older, your ability to feel grateful also increases. Research indicates that as you get older, gratitude…

November 9, 2016

How Aging and Retirement Will Change in 2017 and Beyond

As baby boomers, retirees today are the generation of change.  Experts predict that aging and retirement will evolve tremendously in the near future. Many of the predictions outlined below were culled from from Next Avenue’s list of Influencer’s in Aging.  They named 50 thought leaders on aging and asked, “If you could change one thing…

October 27, 2016
healthcare costs in retirement

How to Plan for Healthcare Costs in Retirement: How Much Do You Need in 2016?

Retirement planning is hard. You have to account for 20-30 years of expenses that are difficult to predict and make sure you have enough money to pay for them. How to plan for healthcare costs in retirement is particularly challenging. These costs continue to rise and it is difficult to know what kind of care…

September 1, 2016

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