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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Should I Retire? 9 Exercises to Help You Decide if You Should Call it Quits

Should I retire? It is a big question. If you aren’t sure, try these 9 exercises to see if you are ready to leave work behind. Read now…

June 16, 2021

7 Ways You May Be Leaving Money on the Table When You Retire

Are you leaving money on the table when you retire? The answer is likely a resounding YES! (Whether you realize it or not.) And, that is too bad. You want and need every penny you can muster to fund a secure future. So, it is important to take advantage of every opportunity to make smart…

June 13, 2021
how to retire early

How To Retire Early: 19 Tips from People Who Really Know!

How to retire early? Find out with real world advice from 3 retirement experts who took the leap in their 40s and 50s. You can do it!

June 10, 2021

Retirement Planning Activities: Are You Doing More or Less than Average?

One out of 10 have done a bit of retirement planning. Some people do a lot more than others. Have you done more or less than the average?

June 2, 2021
divorce after 50

Divorce After 50: Don’t Let “Gray Divorce” Ruin Your Retirement

Here are 16 tips to help you stay financially stable following a divorce after 50. Get the information you need.

June 1, 2021

The 10 Best Retirement Calculators

While planning is complex, the best retirement calculators will make it simple and strengthen your finances too. Which tool is best for you?

May 31, 2021
how to save more money

How to Save More Money for Retirement: 23 Smart and Easy Ways to Boost Savings Big!

You’ve probably heard a lot of advice about how to save more money for retirement. Everyone tells you that you really need to do it. And if you’re like a lot of people, you probably think that it’s a great idea — you are just not exactly sure where to find the cash.Learn how to…

May 27, 2021

When Can I Retire?

When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of factors that should go into setting the date that is right for you. However, in general, assuming you want to retire securely, you can…

May 26, 2021

8 Topics to Tackle If You Want to Survive Retirement With Your Spouse

Before you got married, you probably discussed where you wanted to live, whether or not you would have kids, and your general hopes for the future. Before you bought a house, you and your spouse talked about where would be best, what size home you hoped to acquire, and more. Before you had kids, you…

May 26, 2021
retiring alone

17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior or Elder Orphan During Retirement)

Sometimes it feels like the world is designed for couples. People throw dinner parties for couples. Most forms ask about your spouse. And, let’s face it, retirement, and aging — an era when you’ll sometimes need a helping hand — can feel kind of scary on your own. Whether by circumstances or choice, the U.S.…

May 26, 2021

Podcast: Jack Brennan — Insights from the Former CEO of Vanguard

Episode 58 of the NewRetirement podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group

May 20, 2021

Shhhh: Hush the Noise for Better Financial Decision Making says Daniel Kahneman

Nobel Prize winner Daniel Kahneman’s new book “Noise” can help you make better financial decisions. Find out how.

May 20, 2021
how to plan retirement

How to Plan for Your Future Financial Security: Just Imagine It!

No matter your age — how to plan for your future financial security is likely a topic that you have pondered. Maybe you have even done a little something about it. You may have saved some money. Thought about the best locale for golf (or whatever hobby you will have). Figured out when to start…

May 19, 2021

Should You Pay an Advisor to Help Invest Your Savings?

You want your money to grow. Is an advisor worth it? Should you pay fees based on your assets or an hourly fee. Learn what is right for you.

May 13, 2021
worried about inflation

Inflation Risk: Should You Be Worried About Inflation and Your Retirement?

What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation.

Read now…

May 12, 2021

5–10 Years from Retirement? Get Ahead With These 15 Tips!

As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 12 things you need to do NOW for a secure future.

May 6, 2021

8 Ideas for How to Thrive as You Navigate the Murky Transition to Retirement

Heading into retirement can be a difficult in-between-time. Here are 15 ideas for how to thrive as you navigate the transition.

May 6, 2021

How to Prepare for the Possible Upcoming Federal Tax Changes

Explore the proposed tax increases on the wealthy and find out what to do about it if you might be at risk of a higher tax burden.

May 6, 2021

The Retirement Calculator for Married Couples

Retirement planning is complicated. Retirement planning when you are married – or part of any kind of committed couple – is doubly complicated. If you are married, you need to use a retirement calculator with inputs designed for couples. When you are part of a couple, there are double the financial considerations. Furthermore, your values…

May 1, 2021

14 Myths About Becoming a Millionaire (Including that It Isn’t Too Late Even After Retirement)

For many, becoming a millionaire is a desirable (and useful) milestone. Here are 14 myths about millionaires and some tips for how to become one at any age.

April 29, 2021

Podcast: Peter Leyden — A Vision of the Future from 2020 to 2050

Peter and Steve discuss what the next 30 years might bring us and how that could impact our lives and the lives of future generations.

April 22, 2021
worried about retirement

Worried About Retirement? Try Changing Your Perspective

Flipping your perspective enables you to see things in a new and different way.  This fresh approach can change your attitude and help spark creative ways of approaching a problem — even a problem like how to retire or feeling worried about retirement. Your attitude toward anything in life is all based on perspective.  If…

April 21, 2021
over saving

Over Saving for Retirement: Advice from Real People Who May Have Saved Too Much

Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.

April 7, 2021

What Happens if I Really Do Run Out of Money in Retirement?

If you are worried about running out of money in retirement, you are not alone.  Running out of money is the main concern of most people in or approaching retirement. And, there is VERY good reason to be concerned — VERY concerned. Let’s explore this fear. Are you right to be scared? What can you…

April 4, 2021

NewRetirement Planner

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