Financial planning tools and services to put you on the path to the future you want
Your guide to financial planning and retirement
Connect with peers and experts
Get to know the people behind the company and the mission behind the work
Offer financial wellness to the people at the heart of your business
Budgeting, especially for the future can be tricky. Find articles below to help you reduce your spending, save more, understand inflation, know how much you can spend, strategize for emergencies and more.
Your household budget is a foundation of your financial wellness. When working, ideally you are spending less than you are earning and are able to save the balance. When you are retired, you need to be able to plan to spend less over your lifetime than your retirement income and savings withdrawals allow.
A recent study found 3 traits to help you achieve a successful retirement. Adopt these maxims to achieve a more secure future.
Average inflation is high. But, what is your personal inflation rate? Find out how to calculate and what it means.
A government report finds that Medicare Advantage plans are denying coverage and claims. Find out what to do about it.
While most people do short term consumption smoothing, you really need it for your future financial security.
Terror about retirement spending is not uncommon. In fact, most people are worried about spending their nest egg and running out of money. After all, you have been conditioned for decades to earn, not spend. You were probably a teenager when you opened your first paycheck and officially started the cycle of earning and spending…
Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.
Yes. You will likely pay taxes on Social Security. Learn what to expect (federal, state or work) and find a retirement tax calculator! Learn more now…
Average retirement spending for those over 65 is $48,872 a year. See average spending in specific categories and how to project your own needs.
Reducing expenses is a good way to deal with inflation. Here are 23 tips to make it a little easier to cut costs.
If you find yourself needing emergency money or income, here is a guide to 11 different sources of funding. Explore the pros and cons.
Is doing nothing a sane response to inflation today? For some, absolutely. Others need to take action. Explore your options.
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.
Out of pocket retirement health care costs can be outrageous. Use these 12 surprising tips for a healthier and wealthier retirement.
There’s one important task that you may be forgetting before you retire: pursuing dental care. Learn why and access a full retirement checklist.
Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.
Six reasons tiny homes are increasingly popular for retirement and how to see if it is a good option for you.
Your home is an important part of your retirement lifestyle and finances. With housing prices at record highs, is it time to sell?
Living on Social Security alone really is possible. Get the scoop on 11 ways to make it work for your situation. Read now!
For many of us, the desire to engage in charitable giving — giving to our family, communities or world — only grows as we age. And there may be good reason that we want to give. It turns out that giving is good — very good. Numerous studies have found that there is a huge…
Should you try to cut housing costs? Is there an option that is right for you? Downsizing? Retire abroad? Refi? Explore your options.
Most of us are going to need some extra support as we age. Cooking, cleaning, running errands and more are called “activities of daily living” and it can be nice to get help with these tasks as you age. Is retiring to a Holiday Inn the answer? Living independently can be extremely difficult as we…
Episode 54 of the NewRetirement podcast is an interview with Paula Pant, the Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podcast with 15 million downloads. (congrats!) Paula’s core belief is that you can “Afford Anything but not Everything”, and every decision has a tradeoff. We’re going to discuss…
At age 47 I was jobless, emotionally broken after an abusive marriage, and running through savings to keep a divorce attorney in my corner. Grieving my mother’s death and terrified that my disabled adult daughter and I would end up homeless, I couldn’t see any kind of future for myself. Within five years I had…
Depending on your income (not your assets), you may be receiving a stimulus check of somewhere between $1,400 and $2,800. How are people putting this money to use? We asked the NewRetirement Facebook group and it turns out that the uses are as varied as we are individually. Many are looking to spend the money…
Take financial wellness into your own hands and do it yourself retirement planning: easy,
Our weekly newsletter full of inspiration, podcasts, trends and news.
© 2024 NewRetirement, Inc. All rights reserved.
Disclaimer: The content, calculators, and tools on NewRetirement.com are for informational and educational purposes
only and are not investment advice. They apply financial concepts in a general manner and include
hypotheticals based on information you provide. For retirement planning, you should consider other
assets, income, and investments such as equity in a home or savings accounts in addition to your
retirement savings in an IRA or qualified plan such as a 401(k). Among other things, NewRetirement
provides you with a way to estimate your future retirement income needs and assess the impact of
different scenarios on retirement income. NewRetirement Planner and PlannerPlus are tools that
individuals can use on their own behalf to help think through their future plans, but should not be
acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial
services professional who has a fiduciary relationship with you before making any type of investment or
significant financial decision. NewRetirement strives to keep its information and tools accurate and up
to date. The information presented is based on objective analysis, but it may not be the same that you
find on a particular financial institution, service provider or specific product's site. All content,
tools, financial products, calculations, estimates, forecasts, comparison shopping products and services
are presented without warranty.