What Motivates You to Retire? How Did Others Decide to Take the Leap?
Explore 7 most often cited motivations for leaping into retirement. Three of them might really surprise you.
Category: Retirement Planning
When Can I Retire? 21 Questions to Help You Find the Right Time
There is no one right way to decide when can i retire. Use these questions to figure out when is right for you.
Monte Carlo Simulations: A Sophisticated Way to Predict Your Chance of Financial Success
Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.
Announcing a New NewRetirement Logo to Better Reflect Our Commitment to Personalized Planning
Our new logo reflects our mission to help you achieve financial clarity and create a personalized path to the future that you want.
65 Tips for a Healthy, Wealthy, and Happy Retirement!
If you want to have a good retirement, you need to figure out what that means to you. Do some life planning for retirement, set goals, and use these retirement tips to create a plan that allows you to achieve exactly what you want. What do most of us want? It is usually pretty simple,…
Financial Wisdom from Jack Brennan, Former CEO of Vanguard
Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).
Podcast: Taylor Schulte — Stay Wealthy
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).
120 Big Ideas for What to Do in Retirement
Retirement is not the end. It is the beginning. A restart in fact. Here is a massive list of what to do in retirement.
Podcast: Joe Saul-Sehy, founder of Stacking Benjamins
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? 9 Exercises to Help You Decide if You Should Call it Quits
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…
7 Ways You May Be Leaving Money on the Table When You Retire
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…
How To Retire Early: 19 Tips from People Who Really Know!
How to retire early? Find out with real world advice from 3 retirement experts who took the leap in their 40s and 50s. You can do it!
Retirement Planning Activities: Are You Doing More or Less than Average?
One out of 10 have done a bit of retirement planning. Some people do a lot more than others. Have you done more or less than the average?
The 10 Best Retirement Calculators
While planning is complex, the best retirement calculators will make it simple and strengthen your finances too. Which tool is best for you?
How to Save More Money for Retirement: 23 Smart and Easy Ways to Boost Savings Big!
You’ve probably heard a lot of advice about how to save more money for retirement. Everyone tells you that you really need to do it. And if you’re like a lot of people, you probably think that it’s a great idea — you are just not exactly sure where to find the cash.Learn how to…
When Can I Retire?
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…
8 Topics to Tackle If You Want to Survive Retirement With Your Spouse
Before you got married, you probably discussed where you wanted to live, whether or not you would have kids, and your general hopes for the future. Before you bought a house, you and your spouse talked about where would be best, what size home you hoped to acquire, and more. Before you had kids, you…
17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior or Elder Orphan During Retirement)
Sometimes it feels like the world is designed for couples. People throw dinner parties for couples. Most forms ask about your spouse. And, let’s face it, retirement, and aging — an era when you’ll sometimes need a helping hand — can feel kind of scary on your own. Whether by circumstances or choice, the U.S.…
Podcast: Jack Brennan — Insights from the Former CEO of Vanguard
Episode 58 of the NewRetirement podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group
Shhhh: Hush the Noise for Better Financial Decision Making says Daniel Kahneman
Nobel Prize winner Daniel Kahneman’s new book “Noise” can help you make better financial decisions. Find out how.
How to Plan for Your Future Financial Security: Just Imagine It!
No matter your age — how to plan for your future financial security is likely a topic that you have pondered. Maybe you have even done a little something about it. You may have saved some money. Thought about the best locale for golf (or whatever hobby you will have). Figured out when to start…
Should You Pay an Advisor to Help Invest Your Savings?
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.
Inflation Risk: Should You Be Worried About Inflation and Your Retirement?
What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation.
Read now…
5–10 Years from Retirement? Get Ahead With These 15 Tips!
As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 12 things you need to do NOW for a secure future.
How to Prepare for the Possible Upcoming Federal Tax Changes
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.