Retirement Planning

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.

Have financial holes in your retirement plan (like not enough savings or unknown risks? See if you should use home equity to fill them.

Certain ages play a crucial role in retirement planning. Find out what you need to know when.

Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.

Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.

Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.

What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.

How many of these 27 financial planning mistakes are you making? Almost everyone fails at #4 and #23. Explore the problems and how to fix them.

Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.

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.

Here are 10 ways today’s retirees say they would have planned differently, and what you can do to avoid these retirement regrets.

Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.

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

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

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

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

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!

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

Even a financially secure retirement can come with problems. Explore retirement boredom and what else vexes people about post work freedom.

Too many people think that their financial destiny is set and can’t be changed. Find out how a planning mindset improves wealth and security.

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.

There is no one right way to decide when can i retire. Use these questions to figure out when is right for you.

Glass half full or half empty when it comes to your financial outlook? There are benefits to both viewpoints, but usually optimism wins.