Retirement Planning

Your retirement plan is a roadmap to your future, but like all plans, it is likely to evolve and change over time.

The economy will not behave exactly as you have anticipated and your own life and goals will also change over time.

And, the best retirement planning goes way beyond your savings and investments. Numerous other factors like Social Security, when you stop work, your longevity, home equity, debt, taxes, income sources, inflation, spending, healthcare costs, lifestyle choices, and more may actually represent greater value or be more important than your savings with regards to your overall financial wellness.

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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
ready to retire

Do You Have What it Takes? 8 Unexpected Skills You Need for a Happy Secure Future

If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure…

March 23, 2023
retirement taxes

Tax Season: Go Beyond Filing and Plan to Pay Less in the Future with These 25 Tax Planning Tips

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

March 16, 2023
retirement manifesto

What is Your Retirement Manifesto?

When you begin to approach retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by you.

March 15, 2023
retire like an adult

How to Retire Like an Adult: A 10-Point Checklist for Responsible Freedom

To retire like an adult, you need a responsible and dependable retirement plan. Use this 10 point checklist to see if your future is secure.

March 9, 2023
taking a sabbatical

Burned Out? Sabbaticals Are a Great Alternative to Quiet Quitting or Retiring Too Early

Are you sick and tired of work but aren’t ready for retirement? The sabbatical may be the right answer for your burnout.

March 2, 2023
mortgage in retirement

4 Arguments for Retaining Your Mortgage in Retirement

You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.

February 23, 2023
ways to retire

10 Ways to Retire Even If You Think You Haven’t Saved Enough

Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.

February 22, 2023

8 Inspiring Reasons Why People Retire Young

Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.

February 16, 2023
survive retirement with your spouse

Survive Retirement with Your Spouse: 9 Topics to Tackle Now for a Happily Ever After

Cover these 9 topics to survive retirement with your spouse. Communication is key to any good partnership, especially when it comes to money.

February 9, 2023
economic indicators

Economic Indicators: 21 Data Points to Consider as You Try to Predict the Future

No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in financial decision making and planning.

February 9, 2023
micro financial habits

17 Micro Financial Habits for More Wealth and Peace of Mind

Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.

January 26, 2023
age related financial vulnerability

Age-Related Financial Vulnerability: Why Making Financial Decisions Might Be More Difficult as You Get Older

All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful to know what might happen in the future so we can make better plans now. Researchers have discovered that as we get older, core financial…

January 26, 2023
take control over your finances

Take Control of Your Financial Life: 28 Pieces of Real Advice from Real People for Real Wealth and Security

Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.

January 19, 2023
financial goals

Set Financial Goals: It’s the Secret to a Prosperous and Secure Future

Set financial goals today to reduce stress. Learn why setting process-oriented as well as short-, medium- and long-term financial goals are critical to your success.

January 5, 2023
best financial and retirement articles

Best Financial and Retirement Articles from 2022

Top retirement articles covered averages, happiness, fears, bear markets and more related to achieving a secure future.

January 4, 2023
Omnibus Spending Bill Secure Act 2.0

Big RMD Changes and 11 Other Retirement Planning Headlines from SECURE 2.0 and the Omnibus Spending Bill

There are big retirement planning changes with passage of the Omnibus Spending Bill, including the SECURE Act 2.0. See how you are impacted.

December 22, 2022
year end checklist

Your Year End Retirement Checklist: Put 2022 Behind You and Prepare for a Great 2023 and Beyond

Use this retirement checklist of 25 wise things to do before each year’s end to set yourself up for a great 2023 and a secure future.

December 22, 2022
can i retire with a million

I Have $1 Million and I Still Can’t Afford to Retire!

Millionaires are nearly as worried as average savers about their retirement. Find out why.

December 1, 2022
Ted Talks on Retirement and Aging

The 23 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future

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.

November 17, 2022
how to be thankful

How Gratitude Improves Your Financial Wellness (and Health Too): Happy Thanksgiving!

The holidays are a time to be thankful and practice gratitude. Science says it’s good for your emotional, physical, and financial well being.

November 16, 2022
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.

November 10, 2022
rethinking retirement

Rethink Retirement: 12 Facts and Fictions Worth Understanding for a Better Future

Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.

November 3, 2022
Tap home equity for retirement

5 Ways to Tap Home Equity in Retirement and 7 Times When it May Be a Good Idea to Do So

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

November 3, 2022

NewRetirement Planner

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