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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.
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 •
50 min read
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.
Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.
Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.
Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.
Set financial goals and resolutions for 2024. Here are 28 things to consider to set yourself up for a secure and happy future.
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure 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.
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
The NewRetirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.
These 12 year-end tax tips for retirement will help you minimize your 2023 taxes and reduce future tax bills.
Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.
The average retirement age is... Find out and discover how to determine when you can securely retire... Age 50? 62? 75?
Consider all the strategies for maximizing saving opportunities while you are working.
Can AI be trusted with your money? Let's explore the role artificial intelligence may play in helping you with financial planning.
Bloomberg's Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why...
Explore some of the issues around the family home and how it works as an inheritance.
Take financial wellness into your own hands and do it yourself retirement planning: easy,
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Disclaimer: The content, calculators, and tools on NewRetirement.com are for informational and educational purposes
only and are not investment advice. They apply financial concepts in a general manner and include
hypotheticals based on information you provide. For retirement planning, you should consider other
assets, income, and investments such as equity in a home or savings accounts in addition to your
retirement savings in an IRA or qualified plan such as a 401(k). Among other things, NewRetirement
provides you with a way to estimate your future retirement income needs and assess the impact of
different scenarios on retirement income. NewRetirement Planner and PlannerPlus are tools that
individuals can use on their own behalf to help think through their future plans, but should not be
acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial
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significant financial decision. NewRetirement strives to keep its information and tools accurate and up
to date. The information presented is based on objective analysis, but it may not be the same that you
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