Earning

Most people earn income from a job, but passive income, pensions, Social Security, investment returns, and more are all critical sources of income that you may want to mix and match throughout your lifetime.

Your income levels and the source of that income will likely evolve over time.

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Most recent on Earning
Earning

Making Sense of Restricted Stock Units: Terminology, Taxes and More!

Learn about the value of restricted stock units and how to use this compensation to your financial advantage.

February 29, 2024
Earning

New Features: More Accurate Ways to Model Your Paycheck Deductions and Employer Contributions to Savings

We have significantly improved your ability to model paycheck deductions and employer contributions to savings.

February 15, 2024
Earning

Nope. Most Retirees Don’t Want to Go Back to Work

Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way.

February 12, 2024
Earning

Still Working? Consider 12 Ways to Supercharge Your Retirement Savings

Consider all the strategies for maximizing saving opportunities while you are working.

February 12, 2024
Lifestyle

Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get Luckier

The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.

January 31, 2024
Earning

The Future of Work: Why Some Will Work for 60 Years or More and Why it Won’t Be Awful

Experts predict lifespans will increase to 100 years or more. Explore the past, present and future of retirement in light of increasing longevity.

December 20, 2023
Earning

Modest Social Security Benefit Increase for 2024: Is it Enough?

The Social Security cost of living adjustment (COLA) for 2024 stands at 3.2%, much less than 2023. Is it enough?

October 12, 2023
Retirement Income

How to Qualify for the Highest Social Security Benefit Possible

What’s the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement.

August 31, 2023
Earning

20 of the Best Part-Time Jobs for Retirees

The best part time retirement jobs will keep you young, improve your finances, help you secure healthcare, and/or make you happy. Here are 20 of the best opportunities.

August 1, 2023

Subcategories

Will Retirees Use their $12.39 Trillion in Home Equity for Income? A Back Up Plan? As Inheritance?

Your home is a valuable asset. It is also a powerful financial tool for retirement. Explore 5 ways to use your home equity. Read now...

January 17, 2024
retirement planning ages

Key Retirement Planning Ages: Important Milestones Everyone Hits in their 50s & 60s

Certain ages play a crucial role in retirement planning. Find out what you need to know when.

November 16, 2023
Roth conversion strategies

How to Model Roth Conversion Strategies in the NewRetirement Planner

Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings.

October 18, 2023
restricted stock units

Making Sense of Restricted Stock Units: Terminology, Taxes and More!

Learn about the value of restricted stock units and how to use this compensation to your financial advantage.

February 29, 2024
work retirement savings

Still Working? Consider 12 Ways to Supercharge Your Retirement Savings

Consider all the strategies for maximizing saving opportunities while you are working.

February 12, 2024
lucky with money

Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get Luckier

The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.

January 31, 2024
spousal benefits

Spousal Benefits: Learn How to Make the Most of Social Security if You Are Married

As you approach retirement, understanding spousal benefits can empower both you and your partner to make well-informed decisions.

December 6, 2023

Modest Social Security Benefit Increase for 2024: Is it Enough?

The Social Security cost of living adjustment (COLA) for 2024 stands at 3.2%, much less than 2023. Is it enough?

October 12, 2023
Making the most of Social Security

6 Insider Tips for Getting the Most from Social Security

Mary Beth Franklin is a nationally recognized expert in Social Security. Get her 6 insider tips for getting the most from Social Security.

September 25, 2023
retirees don't want to go back to work

Nope. Most Retirees Don’t Want to Go Back to Work

Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way.

February 12, 2024
future of work

The Future of Work: Why Some Will Work for 60 Years or More and Why it Won’t Be Awful

Experts predict lifespans will increase to 100 years or more. Explore the past, present and future of retirement in light of increasing longevity.

December 20, 2023
part time jobs for retirement

20 of the Best Part-Time Jobs for Retirees

The best part time retirement jobs will keep you young, improve your finances, help you secure healthcare, and/or make you happy. Here are 20 of the best opportunities.

August 1, 2023
lost 401k

Find Lost 401k: How to Find Out If You Have Lost or Forgotten Retirement Accounts

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June 15, 2021
pension leveling

Social Security Leveling: What is It? Is it Better than a Traditional Pension Payout Option?

  You are lucky if you have a pension. You are lucky if your pension gives you different pay out options, but the choice for what to do can be confusing. Pension leveling — also called Social Security leveling — is one payout option that can be confusing. What is Pension Leveling / Social Security…

March 19, 2021
403(b)

Is a Tax Sheltered 403(b) Annuity a Good Investment?

If you are an employee at a school, church, hospital, or other non-profit, then you are eligible for a “tax-sheltered annuity,” also known as a 403(b) plan. Don’t work for a nonprofit? Learn more about annuities and how to invest in them in a tax-advantaged way. History Of the 403(b) and Tax Sheltered Annuities The…

June 28, 2020

NewRetirement Planner

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