Planning

The personal finance articles in this section cover taxes, retirement planning, the use of financial advisors, and estate planning.

Financial planning and personal finance are undertakings where you adopt habits today so that you are better off in the future. To effectively manage your money, you need to set goals and make the right financial decisions today with regards to your spending, income, and savings so that you are set up for whatever the future holds.

Maintaining a personal financial plan is meant to be a part of your life like eating well and getting exercise. However, managing money is not as well integrated into as many people’s routines as physical fitness – even though the research shows that people with written plans feel more confident and have less stress.

Plans enable you to make better decisions, develop better financial habits, and have improved financial outcomes.

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Most recent on Planning
Value Your Time

Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

February 19, 2024
Planning

32 Mostly Unbreakable Rules of Personal Finance

Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.

February 18, 2024
Planning

Tax Talk Made Simple: A Useful Guide Tax Lingo and Strategies

Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.

February 8, 2024
Planning

Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled

Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.

January 25, 2024
Planning

Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.

January 18, 2024
Planning

Financial Goals and Resolutions: Prepare for a Great 2024 and Beyond

Set financial goals and resolutions for 2024. Here are 28 things to consider to set yourself up for a secure and happy future.

January 4, 2024
Planning

Best Financial and Retirement Articles from 2023

Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.

December 26, 2023
Planning

How Worry Tricks You into Worrying More and How to Feel Good About Your Financial Future

Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.

December 20, 2023
Planning

A Guide to Managing Sudden Wealth: Key Financial Considerations

Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event. 

December 20, 2023

Subcategories

Tax talk

Tax Talk Made Simple: A Useful Guide Tax Lingo and Strategies

Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.

February 8, 2024

Estimates for Your 2023 Data Are Now Available in the NewRetirement Planner

The NewRetirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.

November 30, 2023
year end tax tips

12 Year-End Tax Planning Strategies to Keep More 2023 Money and Prepare for Future Wealth

These 12 year-end tax tips for retirement will help you minimize your 2023 taxes and reduce future tax bills.

November 2, 2023
Podcast Cody Garret

Podcast: A Conversation with Cody Garret About Financial Education

Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.

February 22, 2024

Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

February 19, 2024
personal finance rules

32 Mostly Unbreakable Rules of Personal Finance

Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.

February 18, 2024

Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

February 19, 2024
average retirement age

Average Retirement Age: Most People Are Working Longer than You Might Think

The average retirement age is... Find out and discover how to determine when you can securely retire... Age 50? 62? 75?

February 14, 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
ai and financial planning

AI and Your Money: What Are the Issues with Using Artificial Intelligence to Make Financial Decisions?

Can AI be trusted with your money? Let's explore the role artificial intelligence may play in helping you with financial planning.

August 10, 2023

Podcast: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”

Bloomberg's Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.

April 13, 2023

Investment Advice: What Kind of Help Do You Really Need? How Much Should it Cost?

You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why...

August 11, 2022
revisiting estate plans

Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled

Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.

January 25, 2024
sudden wealth event

A Guide to Managing Sudden Wealth: Key Financial Considerations

Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event. 

December 20, 2023
home as inheritance

The Pros and Cons of Using Your Home as an Inheritance for Your Heirs

Explore some of the issues around the family home and how it works as an inheritance.

November 22, 2023

NewRetirement Planner

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