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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.
Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.
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.
Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.
You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets.
The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.
You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!
Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.
Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.
Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?
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.
Explore 20 scenarios to try with the NewRetirement Planner. These will increase your planning know-how and build your financial confidence.
Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!
Use this retirement checklist of 25 wise things to do before each year’s end to set yourself up for a great 2024 and a secure future.
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
The NewRetirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Successful investing is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how!
Explore some of the issues around the family home and how it works as an inheritance.
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.
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