Financial planning tools and services to put you on the path to the future you want
Your guide to financial planning and retirement
Connect with peers and experts
Get to know the people behind the company and the mission behind the work
Digital financial planning and guidance at scale
The Consumer Financial Protection Bureau defines financial wellness as, “having financial security and financial freedom of choice, in the present and in the future.”
Financial wellness means that you: 1) have control over your day-to-day, month-to-month finances, 2) have the capacity to absorb a financial shock, 3) are on track to meet financial goals, and 4) have the financial freedom to make choices that allow you to enjoy life.
Financial wellness results in: confidence, contentment, a sense of security, control, and purpose, and even happiness. And, there are numerous ways to improve financial wellness.
Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.
Want a short cut to a wealthy and happy retirement? These 23 Best TED Talks can help you feel inspired, be smarter and have a better future.
Financial stress is the #1 source of anxiety. Use these 3 easy tactics from psychology to feel and do better with your money.
Worried about money? You’re probably in better shape than average! Compare your balance to the average cash, savings, home equity of others.
Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.
if you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.
Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.
There is a lot to worry about when it comes to your financial security. Focus on what you can control for greater peace of mind.
Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.
Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.
Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.
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.
The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.
Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Monetary retirement investments are critical. Investing in your future health and happiness will pay the important dividends.
Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle life’s dilemmas in a rational way and achieve financial freedom.p
The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.
Take financial wellness into your own hands and do it yourself retirement planning: easy,
Our weekly newsletter full of inspiration, podcasts, trends and news.
© 2022 NewRetirement, Inc. All rights reserved.
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
services professional who has a fiduciary relationship with you before making any type of investment or
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
find on a particular financial institution, service provider or specific product's site. All content,
tools, financial products, calculations, estimates, forecasts, comparison shopping products and services
are presented without warranty.