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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make great financial decisions

Expert Smackdown: What’s the Best Source of Information to Help You Make Great Financial Decisions?

Should you go by gut? Listen to a guru? Use tools? Pay an advisor or coach? Explore what the experts say about who to listen to when making a financial decision.

July 27, 2023
when can i retire

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.

July 20, 2023
financial optimism

Are You Too Optimistic or Too Pessimistic with Your Financial Plans?

Glass half full or half empty when it comes to your financial outlook? There are benefits to both viewpoints, but usually optimism wins.

July 20, 2023

41 Retirement Party Ideas: Retirement is a Big Deal, Commemorate and Celebrate the Occasion!

Celebrate retirement with a retirement party. Ideas for who to invite, when and where to party, speech ideas, and other ideas & fun stuff.

July 20, 2023
retirement tips

98 Tips for a Healthy, Wealthy, and Happy Retirement!

Here are 98 retirement tips and tricks. Explore useful advice for a healthy, wealthy and happily ever after.

July 13, 2023
compound interest

Compound Interest and Saving as Much as You Can as Early as You Can: Magical Secrets to Building Real Wealth

Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.

July 5, 2023
average rate of return

What is the Average Rate of Return? What to Use in Your Retirement Plan Projections?

Get details on historic returns and a framework for making your rate of return projections. Here is info you need for a more secure future.

June 15, 2023
average retirement income

Average Retirement Income 2023: How Do You Compare?

Average retirement income 2023– find out how your income compares to averages and get tips for boosting your income. Read now!

June 14, 2023
retire early

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!

June 8, 2023
divorce after 50

Divorce After 50: Don’t Let “Gray Divorce” Ruin Your Retirement

Here are 16 tips to help you stay financially stable following a divorce after 50. Get the information you need.

June 6, 2023
life transitions

Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)

Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.

June 1, 2023
why you need to invest

Saving is Not Enough: Why You Need to Invest

If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals.

May 29, 2023
investing basics

Investing Basics: 14 Simple Strategies for Building Long-Term Wealth

Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth.

May 29, 2023
how much to save for retirement

How Much Should You Save for Retirement? 6 Ways to Get Your Answer

You know you need to save, but let’s figure out how much to save for retirement. Hare 6 easy ways to figure out the right number for you.

May 29, 2023
saving too much for retirement

Are You Saving Too Much for Retirement? (It’s More Common than You Might Think)

We hear a lot of horror stories these days about people saving too little, but the fact is that some people are actually saving too much for retirement. It is possible to have too much of a good thing…  It’s safe to say that my grandfather is one who saved too much because even though…

May 25, 2023
over saving

Over Saving for Retirement: Advice from Real People Who May Have Saved Too Much

Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.

May 25, 2023
ways to retire

10 Ways to Retire Even If You Think You Haven’t Saved Enough

Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.

May 25, 2023
life expectancy drops

Life Expectancy Drops in United States, but Not for Everyone

Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.

May 25, 2023
deciding when to retire

Deciding When to Retire: What Difference Does a Year or Two Earlier or Later Really Make?

Deciding when to retire? Getting close to the date? Asking yourself what difference a year makes? Explore the financial and emotional considerations of 1 more year.

May 18, 2023
5-10 years from retirement

5–10 Years from Retirement? Get to the Finish Line 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.

May 11, 2023
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.

May 10, 2023
retiring alone

17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior or Elder Orphan During Retirement)

Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.

May 10, 2023
worried about retirement

Worried About Retirement? Try Changing Your Perspective

Your attitude toward anything in life is all based on perspective. If you are worried about retirement, here are 9 tips to help you change your approach.

May 4, 2023
plan your retirement

An Easy 4 Step Framework for Planning Your Retirement

Planning retirement is complex. We make it easy with this 4 step framework. No jargon, just a useful progression to the future you want.

April 20, 2023

NewRetirement Planner

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