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
Retirement Income

15 Pros and Cons of Dividend Stocks for Retirement Savings

Too good to be true? Explore 15 pros and cons of dividend stocks. Good for retirement income, but also expensive, confusing, and risky.

December 1, 2022
Earning

Big Social Security Benefits Increase for 2023: Is it Enough?

The Social Security cost of living adjustment (COLA) for 2023 is 8.7%. Learn why this might almost feel like enough.

October 13, 2022
Earning

Social Security and Working: Everything You Need to Know

Here is what you need to know about Social Security and working: taxes, penalties, when to start benefits, and when to stop work.

August 11, 2022
Retirement Income

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
Retirement Income

What’s New on Your 401k Statement? (Why Does it Appear You Have So Little Retirement Income?)

Your next 401k statement is going to look different. And, your retirement income projections may be concerning. Find out why.

June 23, 2022
Retirement Income

What is Sequence of Returns Risk? How Can You Protect Your Retirement from It?

What is sequence of returns risk? Hint: timing is everything when it comes to withdrawing your savings. Find out how to maximize your retirement income for the long haul.

June 16, 2022
Earning

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
Earning

401k Plans Getting Better: Are They Reason Enough to Work Longer?

Retirement savings programs are improving and most Americans now want to save more. What is a good employer match? How does yours compare?

January 20, 2022
Earning

Nope. Most Retirees Don’t Want to Go Back to Work, Labor Shortage or Not

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

January 20, 2022

Subcategories

10 Surprising Facts About Success Later in Life: (It is the Right Time to Start a Business)

You might be surprised by the facts of being an entrepreneur after 50! Financial success later in life is FAR more common than you might think.

January 27, 2022

401k Plans Getting Better: Are They Reason Enough to Work Longer?

Retirement savings programs are improving and most Americans now want to save more. What is a good employer match? How does yours compare?

January 20, 2022

Will Future Generations Need to Work for 60 Years or More? Maybe it Won’t Be So Bad

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

December 29, 2021
pros and cons of dividend stocks

15 Pros and Cons of Dividend Stocks for Retirement Savings

Too good to be true? Explore 15 pros and cons of dividend stocks. Good for retirement income, but also expensive, confusing, and risky.

December 1, 2022

Avoid Unnecessary Taxation: 7 Easy Sources of Tax-Free Retirement Income

As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.

August 25, 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

Big Social Security Benefits Increase for 2023: Is it Enough?

The Social Security cost of living adjustment (COLA) for 2023 is 8.7%. Learn why this might almost feel like enough.

October 13, 2022
start social security

Are You Better Off Waiting to Start Social Security Benefits?

There may be $100,000 reasons to delay the start of Social Security. It's tempting to start early, but your paycheck increases if you wait.

October 13, 2022

Social Security and Working: Everything You Need to Know

Here is what you need to know about Social Security and working: taxes, penalties, when to start benefits, and when to stop work.

August 11, 2022
successful retirement

Keys to a Successful Retirement: The 3 Traits of Financially Solvent Retirees

A recent study found 3 traits to help you achieve a successful retirement. Adopt these maxims to achieve a more secure future.

June 2, 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

10 Surprising Facts About Success Later in Life: (It is the Right Time to Start a Business)

You might be surprised by the facts of being an entrepreneur after 50! Financial success later in life is FAR more common than you might think.

January 27, 2022
lost 401k

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

Here is a guide for how to find lost money -- a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3!

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.