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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financial stress

Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress

Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.

October 6, 2022

Worried About the Markets? Run Bear Market Scenarios with the Planner

Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.

September 29, 2022
retirement costs

10 Major Retirement Costs Overlooked by a Many Americans

Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You’ll be surprised by #1.

September 22, 2022

7 Ways to Tame Financial Stress for a Wealthier Future

Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!

September 1, 2022

Avoid Unnecessary Taxation: 7 Easy Sources of Tax-Free Retirement Income

As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.

August 25, 2022

What You Can Learn From Millennials (Yes, Millennials) for a Better Financial Future

People often mock millennials, but here are 8 useful lessons from the generation about money and planning a secure future.

August 18, 2022

The $7 Trillion Retirement Crisis Is Worsening

The retirement crisis is worsening but it doesn’t mean you’ll never retire. Learn how to cope if you haven’t saved enough.

August 17, 2022

How to Plan for Inflation in Your Long Term Financial Projections

Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.

August 4, 2022

Retirement Depression: 9 Tips for Combating this Very Common Syndrome

Are you (or a loved one) experiencing retirement depression? Here are 9 ways to get help and overcome this real phenomenon.

July 28, 2022

For Real Retirement Security, Make a Plan for Everything that Could Possibly Go Wrong

Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…

July 28, 2022

The “Inflation Reduction Act of 2022” and What it Means for Your Retirement

Learn how the “Inflation Reduction Act of 2022” may improve your retirement? (Reduced healthcare costs and inflation reduction.)

July 28, 2022

What is Another Word for Retirement? There Has Got to Be Something Better!

We really need another word for retirement. We are not withdrawing. Most of us aren’t even stopping work! Here are some alternatives. What do you suggest?

July 21, 2022

The Psychology of Money: 9 Important Lessons for Financial Wellness in 2022

The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.

July 21, 2022

Podcast: Andre Nader — What and How Much is Enough to FIRE

Steve and Andre discuss “What is Enough” and also touch on a cool tool he built to help people explore relocation and remote work.

July 7, 2022
Managing Money in Retirement

10 Great Tips for Managing Money in Retirement

In some ways managing money in retirement will be easier and in other ways it will be harder. Here are 10 tips for getting it right.

July 7, 2022
interest rate hike

Winners and Losers with the Recent Interest Rate Hike

As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.

June 16, 2022

Don’t Panic and 4 Other Quick Reminders for an Economic Downturn

Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.

June 16, 2022
help with financial plans

We Want to Help: Find As Much or As Little Help As You Need with Your Retirement and Financial Plans

Get help with your financial plans. Discover 6 free and paid resources. We make planning affordable, available, and understandable.

June 2, 2022
financial prospects

78% of People Aren’t Ready for Retirement: The Good News? Everyone Can Improve Their Financial Prospects

Worried you aren’t ready for retirement? You aren’t alone and the fixes aren’t too painful. Improve your financial prospects.

May 26, 2022
spend safely in retirement

Want Reliable Retirement Income? Use the Spend Safely in Retirement Strategy

Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…

May 26, 2022

Planning Retirement in an Uncertain Economy: How Much Should You Adjust Your Plans?

It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.

May 5, 2022

Podcast: Jeff Rose — Good Financial Cents

Steve and Jeff discuss why financial control & independence is important and how to plan, save & invest your way there

April 21, 2022

What’s New? Recent Enhancements to the NewRetirement Planner

From being able to model a change to your future rates of return to new classes, check out the exciting enhancements we have added this quarter.

April 3, 2022

How to Improve Your Financial Well-Being, Even in Times of Uncertainty

Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!

March 10, 2022

NewRetirement Planner

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