Retirement Planning News, Information and Guidance

Podcast: Mark Miller — Key Considerations as You Approach Retirement

Episode 25 of the NewRetirement podcast is an interview with Mark Miller, a long time journalist, editor and founder of Retirement Revised. Mark is the former editor of the Sunday edition of the Chicago Sun Times and he’s a nationally-recognized expert on trends in retirement and aging. We cover some of the key considerations people…

retire at 62

10 Reasons Why You Should Actually Retire at 62 (If You Can)

Early retirement — retiring at 62 or before — seems like a wonderful dream to a lot of people. You’ve been in the workforce for decades. You have focused on work with the goal of enjoying the rest of your life on your own terms. But is it too early to get out of the…

120 Big Ideas for What to Do in Retirement

You’ve probably spent at least a little time thinking about what to do in retirement. How will you fill your days? Where will you go? What will you do? With whom will you spend time?In retirement, you likely have more options for how to spend your time than ever before. And, you certainly don’t have…

HELOC vs HECM

Taxes After Retirement: 17 Tips for Keeping More of Your Own Money

When it comes to your retirement planning, saving, investing and plotting how to spend your free time are at the top of the list. How much you will have to pay in taxes after retirement may be the last thing on your mind. But not taking the time to look at how retirement taxes will…

state taxes

Retirement Taxes: Which Are the Most Tax Friendly States for Retirees?

Looking for a great place to retire? Or, wondering if the state where you live is too expensive? Property values, cost of living and lifestyle issues are all important considerations when figuring out where to live.  However, don’t forget to think about state taxes. Some states are more tax friendly for retirement than others.  Explore…

economic indicator

Economic Indicators: Be Aware, But Why You Don’t Necessarily Need to Care

An economic indicator is information that can suggest what is going on in the economy — is the economy healthy, growing or headed for trouble? Sounds useful, right? Well… maybe… Let’s explore the pros and cons of following economic indicators. Be Aware: The Upsides of Knowing About and Following Economic Indicators Being aware of what is happening…

Podcast: Jonathan Mendonsa — Past, Present, & Future of Financial Independence

Episode 24 of the NewRetirement podcast is an interview with Jonathan Mendonsa where we cover the past, present, and future of the Financial Independence & FIRE movement. We discuss Jonathan’s personal journey to FIRE and some of the big lessons he has learned on his own and with the rapidly growing ChooseFI community. He joined…

keep calm and retire

Retirement Crisis? Maybe it’s Time to Just Keep Calm and Retire On

Is the Queen right? Is it time to Keep Calm…. and Retire On? Well, considering that the Queen is 92 years old and still working, it is probably not her motto.  But, maybe it should be yours! Many of us are terrified of jumping into retirement. We read about the retirement crisis and worry about…

retirement income 2018

Average Retirement Income 2019: How Do You Compare?

As more and more baby boomers head into retirement, there is a growing conversation about how to generate adequate retirement income from retirement assets. Even with some good economic news, many of us are going to come up short. Retirement income doesn’t grow on trees… But you can make it grow! According to the most…

movies about retirement and aging

Making Sense of Retirement — 74 Great Movies About Retirement and Aging — Updated List 2019!

Movies – like all art forms – can be a great way to explore important themes in your life.  Here is our list of movies related to retirement and aging.  While you should probably do more to prepare for retirement than watching movies — use a retirement calculator or consult a financial advisor for example…

how to retire well

How to Retire: 19 Things You Need to Do Just Before and After You Retire

Retirement is one of the biggest things you will ever do. And, how to retire well is the big question. If you want to know how to retire, here are 19 important things you should do just before and after you retire for a happy and secure future: 1. Create, Maintain and Evolve Your Retirement…

Podcast: Michela Abrams — Planning for the Unexpected

Episode 23 of the NewRetirement podcast is an interview with Michela Abrams, the former CEO of Dwell Magazine. They discuss dealing with sudden life changes, planning for the unexpected, design and re-invention. Michela lives here in Mill Valley California and joined us live in studio. We cover her evolution as a silicon valley executive to…

The Retirement Switcheroo: 6 Tips to Flip Your Mindset from Saving to Efficient Spending!

Retirement is a big deal and a huge life change. You have a whole new lifestyle and need a very different way of thinking about your money. In fact, your financial mindset needs to get flipped upside down. You need to go from a focus on accumulation (saving, saving, saving) to spending (efficient use and…

preparing for retirement

Feelin’ Groovy? Slow Down. Don’t Move Too Fast Preparing for Retirement

It seems that we are “feeling groovy” these days about our retirement prospects. Groovier and groovier over the past few years in fact. The Employee Benefit Research Institute’s (EBRI) retirement confidence survey reports that the percentage of workers who feel very or somewhat confident about having enough money to live comfortably in retirement has been…

how to become a millionaire

How to Become a Millionaire… AFTER Retirement…

How to become a millionaire? Increase your wealth? AFTER retirement? Um… No way you might say. So many retirement articles talk about how to make ends meet in retirement. And, most of us are indeed worried about running out of money and ask: “Will my savings really last as long as I do?” However, maybe…

retirement year end checklist

Your Year End Retirement Checklist: 15 Tips to Get Ready for a Great 2019 and Beyond

Feeling frazzled by holiday fanfare? Do you also have nagging worries about your retirement plans? One of the best ways to control stress of any kind is to make a list and check it twice. And we have done that for you. Here is a handy yearly retirement checklist — 15 things you should do…

Podcast: Annie Duke — Thinking in Bets — Poker, Decision Making and Behavioral Finance

Episode 18 of the NewRetirement podcast is an interview with Annie Duke — a best selling author, public speaker and former world champion poker professional. We discuss her new book Thinking in Bets which focuses on decision making, beliefs and learning when you have imperfect information through the lens of what she has learned at…

retirement surprises

Retirement Surprises: What I Wish I Knew About Retirement BEFORE I Retired

Are you really ready for retirement? Will retirement be everything you expect it to be? What kind of retirement surprises are in store for you? Last year, the Society of Actuaries (SOA) updated their 2017 Risks and Process of Retirement Survey, providing insights on how Americans decide to retire and manage resources in retirement. The…

when can I retire?

When Can I Retire? 14 Questions to Help Find Your Answer

It is a question we all ask – often: When can I retire? Maybe: The skies are blue outside your cubicle and you dream of everything else you could be doing besides work. Office politics are tough, you are just tired and you daydream of freedom. Your joints ache and you just can’t lift and…

Podcast: Nate Lawrie from Yale All American to NFL Grinder to Entrepreneur

Nate Lawrie was an All American at Yale and then played professional football for 8 years. After retirement from the NFL, he reinvented himself as an entrepreneur. Find out what Nate learned from football and how he applies those lessons to his transition from professional sports to his new business. Listen Now: Don’t miss out…

retirement planning checklist

Checklist For Retirement Planning: Create and Maintain a Plan You Can Feel Great About

Despite what many quick retirement calculators lead you to believe, retirement planning is an ongoing process and not something you can do in 5 minutes. Here we break down the steps for creating a plan. Use this checklist for retirement planning if you want to feel great about your financial future. Whether your are fabulously…

Say Hello to PlannerPlus Reporter: Look at Your Retirement Plan in a New Way!

We at NewRetirement are happy to announce delivery of some of the most requested retirement planning features: a printable report and downloadable data. PlannerPlus subscribers can now use PlannerPlus Reporter to: Download your retirement plan data into a spreadsheet for your own custom analysis Print a personalized report to peruse on your own or with…

financial anxiety

Financial Anxiety Skyrockets: Why You Are Worried Even if You Have Saved More than the $14,500 Median

Is the retirement crisis real?  Whether or not you yourself are suffering, financial anxiety is acutely felt by many Americans. Research from the Employee Benefit Research Institute (ERBI) finds that the median retirement account balance for households led by someone between the ages of 55 and 64 is a mere $14,500. If you have more…

protect your retirement from inflation

How to Protect Your Retirement from Inflation (It May Be Rearing Its Ugly Head)

Inflation is a dirty word when it comes to retirement finances. We have been lucky for a while. Over the last four decades the United States has enjoyed record low inflation rates.  That might be changing and you may want to consider ways to protect your retirement from inflation — rising inflation. Is Inflation Coming?…

unhappy at work

Are You Unhappy at Work? Is Retirement the Right Answer?

Job satisfaction in the United States has been falling since the late 1980s.  Across all economic and age levels, around 50 percent of all American workers are unhappy at work according to the Conference Board who has been doing job satisfaction surveys for almost 20 years. Is retirement the answer? Are you retiring to run…