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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.
You are getting better with age. Finding the right job might be more difficult. Overcome the adversity with these 9 tips.
Experts predict lifespans will increase to 100 years or more. Explore the past, present and future of retirement in light of increasing longevity.
Steve and David discuss retirement income and go over some listener questions
Yes, you can get Social Security retirement benefits and work at the same time.
The best asset allocation strategy for you today? As you age? Is age the best way to determine investment strategy? Get answers.
The Social Security Administration has announced a big Social Security benefit increase for 2022. Beginning next January, Social Security paychecks will show a Cost of Living Adjustment (COLA) of 5.9%. This is a huge bump over the modest 1.3% increase that was awarded in 2021. In 2021, the average retired Social Security benefit was $1,565.…
Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.
The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.
Find out how to apply for Social Security. Applying for Social Security is very straightforward. The real trick is deciding when. Get the inside scoop!
Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 16 easy tips.
Living on Social Security alone really is possible. Get the scoop on 11 ways to make it work for your situation. Read now!
Post pandemic there are unprecedented numbers of people who are quitting their jobs in search of a better work life balance. Why are they rethinking work and what is next for them?
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!
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…
Depending on your income (not your assets), you may be receiving a stimulus check of somewhere between $1,400 and $2,800. How are people putting this money to use? We asked the NewRetirement Facebook group and it turns out that the uses are as varied as we are individually. Many are looking to spend the money…
Do Social Security benefits increase if you stop working? Or decrease?” Learn more and see what applies to your own situation.
So, for either financial or personal reasons you might want to work after retirement or past the traditional retirement age of 65. Read below to get answers about the best jobs after retirement. The Best Jobs After Retirement Are All About Addressing Your Needs and Your Wants Before diving into the job market, you’ll want…
When you are retired, or near retirement, it is generally a good idea to have a percentage of your savings in investment vehicles that are lower in risk. However, it can be difficult to find low-risk, high-return investments — especially now with Certificate of Deposit (CD) and savings account rates at less than one percent.…
Some individuals dream of the day when they can do absolutely nothing. To them, retirement is a euphoric future of sleeping in, lounging in the sun, and thinking as little as possible for the next 30 years of their lives. (Others dream up retirement business ideas.) In fact, for most of us, a life of…
How are you going to pay for retirement? How is everyone else doing it? What is the average retirement income for 2021? Has it changed a lot from past years with the pandemic? Are you anywhere close to average? 2020 was a devastating year for the finances of many households. And surprisingly, it was also…
The 50th NewRetirement podcast! This time, Steve Chen is joined by guest Dana Anspach — Certified Financial Planner™, author, and the founder of Sensible Money — and discusses her practice and approach to retirement income planning. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook…
You may have seen the news: Interest rates in the United States are at historic lows. That sounds great. But is it really? What are the effects of low interest rates on your retirement? Read on to see the pros and cons of low interest rates on your retirement plan. And, how to make the…
Retirement tax planning is a critical part of preparing for a secure future. The good news is that with so many possible retirement income sources, you have many different opportunities to potentially reduce your tax burden. And, you may even discover that reducing taxes can enable you to retire a little earlier than you might…
To say that Social Security and Medicare are important to the financial well being of seniors would be an understatement. Sixty-two percent of eligible beneficiaries rely on Social Security income for more than half of their income. And almost everyone who is eligible uses Medicare to help fund their healthcare after 65. Here are the…
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