Retirement Planning

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

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

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

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

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

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

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).

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.

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?

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

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.

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…

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…

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

Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!

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…

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

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

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.

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

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

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.

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…

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.