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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retirement rules

NEW Retirement Rules: 15 Guidelines for Financial Security in a Brave New World

Many ideas about retirement are out of date. Explore these 15 NEW retirement rules for a more secure future.

September 29, 2021

The Retirement Calculator for Married Couples (or Any Couple)

Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.

September 29, 2021
retirement surprises

16 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring

Here are a 16 possible retirement surprises. For some, it will inspire an early retirement. Others will want to proceed more cautiously.

September 23, 2021

Will Social Security Run Out? What Does a Shortfall in 2033 Really Mean?

Demographics and the pandemic are 2 factors causing financial woes for Social Security. Learn if your benefits will be impacted.

September 23, 2021
transition to retirement

The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane

Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…

September 16, 2021

Are You Too Optimistic or Too Pessimistic with Your Financial Plans?

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

September 9, 2021

Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans

Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group

September 9, 2021

Do You Have the Right Mindset for a Secure and Happy Retirement?

So much of life is determined by your mindset. How you think about things can result in how things are and will be. Recent research from Wells Fargo has found that “Planning is actually everything.” And, particularly true if you want to feel great about your financial future. What is a Planning Mindset? Do You…

September 5, 2021

Retirement Boredom and Other Hardships: 14 Ways to Eliminate the Ennui

Boredom ranks as the biggest retirement problem. Explore this and other common post work issues. Plus, discover 14 creative ways to overcome the ennui.

September 2, 2021

Is Financial Stress the Root of the Midlife Crisis? 8 Ways to Boost Retirement Confidence in Your 40s and 50s

Does financial confidence increases as you age? No, it bottoms out in mid life. Get 8 tips for overcoming a mid life crisis and planning a great retirement.

August 26, 2021
retirement motivation

What Motivates You to Retire? How Did Others Decide to Take the Leap?

Explore 7 most often cited motivations for leaping into retirement. Three of them might really surprise you.

August 18, 2021
when can i retire

When Can I Retire? 21 Questions to Help You Find the Right Time

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

August 17, 2021

Monte Carlo Simulations: A Sophisticated Way to Predict Your Chance of Financial Success

Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.

August 5, 2021

Is it Time to Sell Your Home? Will it Help You Get the Retirement You Want?

Your home is an important part of your retirement lifestyle and finances. With housing prices at record highs, is it time to sell?

August 4, 2021
retirement party

41 Retirement Party Ideas: Retirement is a Big Deal, Commemorate and Celebrate the Occasion!

Celebrate retirement with a retirement party. Ideas for who to invite, when and where to party, speech ideas, and other ideas & fun stuff.

August 4, 2021

Announcing a New NewRetirement Logo to Better Reflect Our Commitment to Personalized Planning

Our new logo reflects our mission to help you achieve financial clarity and create a personalized path to the future that you want.

July 22, 2021
retirement tips

65 Tips for a Healthy, Wealthy, and Happy Retirement!

If you want to have a good retirement, you need to figure out what that means to you. Do some life planning for retirement, set goals, and use these retirement tips to create a plan that allows you to achieve exactly what you want. What do most of us want? It is usually pretty simple,…

July 21, 2021

Financial Wisdom from Jack Brennan, Former CEO of Vanguard

Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).

July 15, 2021

The 17 Best Places to Retire in the World: Explore Unexpected Locations!

Far flung locations are some of the best places to retire in the world. Explore a range of 17 surprising retirement destinations.

July 7, 2021

Podcast: Taylor Schulte — Stay Wealthy

Steve and Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — discuss tax and legacy planning, as well as what are and how to use Donor Advised Funds (DAFs).

July 1, 2021
social security strategies

Social Security Strategies: 15 Easy Tips for Making the Best Decisions

Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 16 easy tips.

June 30, 2021
can i quit

Why Unprecedented Numbers Are Deciding to Retire Early: Can You Afford to Quit Too?

Post pandemic there are unprecedented numbers of people who are quitting their jobs in search of a better work life balance. Why are they rethinking work and what is next for them?

June 24, 2021
what to do in retirement

120 Big Ideas for What to Do in Retirement

Retirement is not the end. It is the beginning. A restart in fact. Here is a massive list of what to do in retirement.

June 24, 2021

Podcast: Joe Saul-Sehy, founder of Stacking Benjamins

Episode 59 of the NewRetirement podcast is an interview with Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community — and discusses Joe’s story, what he’s building, and his new book, Stacked.

June 17, 2021

NewRetirement Planner

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