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
Lifestyle

Blue Zones Report: 3 Okinawan Secrets to a Long Life: 1) Ikigai 2) Moai 3) Hara Hachi Bu

Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.

September 21, 2023
Planning

29 Early Retirement Tips, Strategies, Tricks, & Hacks

Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now.

September 14, 2023
Value Your Time

How Your Financial Motivations Impact Your Financial Decision Making

Financial motivations drive your financial decisions. Be aware of them and you will make better choices.

September 7, 2023
Planning

19 Powerful Insights Gained by Creating a Retirement Plan

What will can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to your secure future.

September 7, 2023
Planning

What is Your Money Personality Type? Will It Impact Your Financial Security?

Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!

September 6, 2023
Planning

Retirement Planning Activities: Are You Doing More or Less than the Average Person?

Some people do a lot more retirement planning than others. Have you done more or less than the average?

August 13, 2023
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
Planning

A Big Risk for Retirement Investments? Avoiding Risk!

According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.

August 10, 2023
Planning

Expert Smackdown: What’s the Best Source of Information to Help You Make Great Financial Decisions?

Should you go by gut? Listen to a guru? Use tools? Pay an advisor or coach? Explore what the experts say about who to listen to when making a financial decision.

July 27, 2023

Subcategories

529 savings plan

Is a 529 Plan Right for You? Tax and Estate Benefits Are Amplified for Certain Income Brackets

A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.

June 1, 2023
catch up contributions

A Powerful Retirement Saving Secret: Use Tax Advantaged Catch Up Contributions When Over 50

Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.

May 10, 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.

March 23, 2023
is college worth the cost

Economic Viewpoint: Is College Still Worth the Cost of Tuition?

Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.

September 14, 2023
financial motivations

How Your Financial Motivations Impact Your Financial Decision Making

Financial motivations drive your financial decisions. Be aware of them and you will make better choices.

September 7, 2023
money personality type

What is Your Money Personality Type? Will It Impact Your Financial Security?

Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!

September 6, 2023
best country for retirement

Where in the World is the Best Retirement? (See Where the U.S. Ranks and Discover Worldwide Problems with Financial Security)

Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?

September 21, 2023
early retirement

29 Early Retirement Tips, Strategies, Tricks, & Hacks

Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now.

September 14, 2023
financial motivations

How Your Financial Motivations Impact Your Financial Decision Making

Financial motivations drive your financial decisions. Be aware of them and you will make better choices.

September 7, 2023
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
retiring alone

17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior or Elder Orphan During Retirement)

Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.

May 10, 2023
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 21, 2022

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.

August 3, 2022

NewRetirement Planner

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