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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can i retire with a million

I Have $1 Million and I Still Can’t Afford to Retire!

Millionaires are nearly as worried as average savers about their retirement. Find out why.

December 1, 2022
Ted Talks on Retirement and Aging

The 23 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future

Want a short cut to a wealthy and happy retirement? These 23 Best TED Talks can help you feel inspired, be smarter and have a better future.

November 17, 2022
how to be thankful

How Gratitude Improves Your Financial Wellness (and Health Too): Happy Thanksgiving!

The holidays are a time to be thankful and practice gratitude. Science says it’s good for your emotional, physical, and financial well being.

November 16, 2022
catch up contributions

A Powerful Retirement Saving Secret: Use Tax Advantaged Catch Up Contributions When Over 50

Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.

November 10, 2022
rethinking retirement

Rethink Retirement: 12 Facts and Fictions Worth Understanding for a Better Future

Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.

November 3, 2022
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 3, 2022

13 Terribly Frightening Retirement Facts (And Why You May Not Actually Need to Barricade the Doors Against These Goblins )

if you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.

October 27, 2022
plan to enjoy retirement

11 Bold Tips to Help You Enjoy Retirement: Plan for an Fantastically Happy Future

Only half of retirees actually enjoy retirement. Here are 11 ideas to help you achieve the happiness and fun you want.

October 20, 2022
threats to financial security

What Are the Real and Perceived Threats to Your Financial Security? What Can You Control?

There is a lot to worry about when it comes to your financial security. Focus on what you can control for greater peace of mind.

October 13, 2022
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
best financial articles

Best Financial and Retirement Articles from Q2 2022

The best financial articles covered market downturns, terror of spending, keys to a successful retirement and 10 other important topics.

July 13, 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

NewRetirement Planner

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