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can i retire with a million Planning

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
pros and cons of dividend stocks Retirement Income

15 Pros and Cons of Dividend Stocks for Retirement Savings

Too good to be true? Explore 15 pros and cons of dividend stocks. Good for retirement income, but also expensive, confusing, and risky.

December 1, 2022
financial success Planning

A Recipe for Financial Success: It’s as Easy as Pumpkin Pie

Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.

November 17, 2022
Ted Talks on Retirement and Aging Planning

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 Lifestyle

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 Planning

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
financial anxiety Lifestyle

3 Psychological Secrets to Coping with Financial Anxiety

Financial stress is the #1 source of anxiety. Use these 3 easy tactics from psychology to feel and do better with your money.

November 10, 2022
average household savings Financial Wellness

How Do You Compare? Average Cash, Savings, Home Equity and Other Balances

Worried about money? You’re probably in better shape than average! Compare your balance to the average cash, savings, home equity of others.

November 10, 2022
rethinking retirement Planning

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 Planning

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
Planning

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
Planning

Podcast: Joe Kuhn on the Tools You Need to Decide If It Is Safe to Retire

Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.

October 27, 2022
plan to enjoy retirement Lifestyle

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
what is a health savings account Medicare and Health Insurance

What is a Health Savings Account (HSA)? And, Why It’s a Great Retirement Savings Option

What is a Health Savings Account? Explore 4 ways it saves you money and why you might want to use one for retirement savings.

October 20, 2022
medicare open enrollment Insurance

Medicare Open Enrollment: 12 Tips for Getting Great Coverage

It’s 2023 Medicare Open Enrollment time. Here are 12 tips for getting great coverage and lowering medical costs.

October 20, 2022
threats to financial security Planning

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
Earning

Big Social Security Benefits Increase for 2023: Is it Enough?

The Social Security cost of living adjustment (COLA) for 2023 is 8.7%. Learn why this might almost feel like enough.

October 13, 2022
start social security Social Security

Are You Better Off Waiting to Start Social Security Benefits?

There may be $100,000 reasons to delay the start of Social Security. It’s tempting to start early, but your paycheck increases if you wait.

October 13, 2022
financial stress Planning

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
Financial Wellness

Podcast: DiverseFI and Regret Minimization Insights from Hospice Doctor, Doc G

Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.

October 6, 2022
Qualified Charitable Distribution Taxes

How Making a Qualified Charitable Distribution (QCD) Can Save You Tax Money

(QCDs) are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises. 

October 6, 2022
reverse mortgage disadvantages Reverse Mortgages

Reverse Mortgage Disadvantages and Advantages: Your Guide to Reverse Mortgage Pros and Cons

Do the pros outweigh the cons? Get unbiased info on disadvantages advantages and – details on fees, interest rates, loan amounts and more…

September 30, 2022
what is a bear market Retirement Savings and Investments

Tips for a Snarling Bear Market: Stay Calm, Let the Bear Back Down

Bear markets aren’t so different from real life bear encounters. With both you want to remain calm and wait for the bear to retreat.

September 29, 2022
Planning

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

NewRetirement Planner

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