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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Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

February 19, 2024
average retirement age

Average Retirement Age: Most People Are Working Longer than You Might Think

The average retirement age is… Find out and discover how to determine when you can securely retire… Age 50? 62? 75?

February 14, 2024
work retirement savings

Still Working? Consider 12 Ways to Supercharge Your Retirement Savings

Consider all the strategies for maximizing saving opportunities while you are working.

February 12, 2024
no regret retirement

The No Regret Retirement: Make Sure You Are Happy with the Big Decision

You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets.

February 8, 2024
financial roadblocks

How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success

You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!

January 30, 2024
long life

How to Live a Long Life: 15 Habits of Happy and Healthy Aging 

You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?

January 4, 2024
best retirement articles

Best Financial and Retirement Articles from 2023

Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.

December 26, 2023
financial worry

How Worry Tricks You into Worrying More and How to Feel Good About Your Financial Future

Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.

December 20, 2023
planning scenarios

20+ Eye-Opening Scenarios to Try with a Comprehensive Retirement Planning Tool!

Explore 20 scenarios to try with the NewRetirement Planner. These will increase your planning know-how and build your financial confidence.

December 14, 2023
best life expectancy calculators

The 10 Best Life Expectancy Calculators and Why You Should Use One When Planning Your Retirement

Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!

December 14, 2023
financial planning checklist

Your Year End Retirement Checklist: Put 2023 Behind You and Prepare for a Great 2024 and Beyond

Use this retirement checklist of 25 wise things to do before each year’s end to set yourself up for a great 2024 and a secure future.

December 7, 2023

Estimates for Your 2023 Data Are Now Available in the NewRetirement Planner

The NewRetirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.

November 30, 2023
Plan your dreams

Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want

The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.

November 30, 2023
Tap home equity for retirement

5 Ways to Tap Home Equity in Retirement and 7 Times When it May Be a Good Idea to Do So

Have financial holes in your retirement plan (like not enough savings or unknown risks? See if you should use home equity to fill them.

November 20, 2023
retirement planning ages

Key Retirement Planning Ages: Important Milestones Everyone Hits in their 50s & 60s

Certain ages play a crucial role in retirement planning. Find out what you need to know when.

November 16, 2023
best financial planning tools

The 5 Best Financial Planning Tools Online: Go Beyond Budgeting

Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.

November 12, 2023
marshmallow test

Why Financial Planning is the Ultimate Marshmallow Test

Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.

November 9, 2023
alternative investments

Are Alternative Investments a Good Idea for Your Retirement?

Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.

November 9, 2023

How Much Do You Need for Retirement if You Will Live to Be 100?

What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.

November 2, 2023
financial mistake

The 28 Big Financial Mistakes that Most People Make and 28 Easy Fixes for a Better Future!

How many of these 28 financial planning mistakes are you making? Almost everyone fails at #4 and #23. Explore the problems and how to fix them.

October 26, 2023
advice to yourself

What Advice Would Your 80-Year-Old Self Offer to You Today?

Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.

October 18, 2023
Roth conversion strategies

How to Model Roth Conversion Strategies in the NewRetirement Planner

Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings.

October 18, 2023
retirement regrets

Retirement Regrets: Top 10 Things Retirees Wish They Would Have Done Differently

Here are 10 ways today’s retirees say they would have planned differently, and what you can do to avoid these retirement regrets.

October 12, 2023
Bud Hebeler

Retirement Tips from Henry “Bud” Hebeler: A Model and Inspiration for Retirement Planning

Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.

October 4, 2023

NewRetirement Planner

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