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The Best Asset Allocation Strategy: Bond, James Stocks, Cash and Bonds...

Bond, James Bond. The mere mention of the name makes you think of cool confidence and absolute competence. Wouldn’t you like to feel that way about …

Retirement Planning

NewRetirement Users Reveal the 7 Secrets of their Successful Retirement Plans | NewRetirement

Want to know what it takes to have a successful retirement plan? Using data from survey responses and retirement profiles, NewRetirement has found a …

Retirement Planning

Retirement is a Great Time to Feel Grateful: Find Out Why

Whether you have saved enough money to feel secure about retirement or not… There is still plenty to be thankful for this holiday season (and ever …

Happiness

Books About Retirement

A fairly large percentage of retirees experience a drop in well-being after retirement. According to researchers, between 10-24% of retirees feel …

Books

Note From the Founder: Unknown Unknowns

<i>Photo Credit: Steve Chen</i><br>It’s been a very eventful few months across the country; we’ve had hurricanes, flooding, mass shootings and wildfires – every …

Retirement Planning

8 Federal Budget and Tax Plan Proposals that Could Impact Your Retirement

Today, Republican leaders in the House of Representatives unveiled a new tax plan. They also recently introduced a budget proposal. Neither of these …

Retirement

Is Your Future as Rosy as the Data Suggests it Should Be?

Jack Kerouac is quoted as saving: “Great things are not accomplished by those who yield to trends and fads and popular opinion.” While, this is …

Retirement

The Grapes of… Roth Conversion: A Fruitful Strategy for Retirement Wealth

Tax deferred? Tax free? Tax advantaged? It might sometimes feel a bit taxing to think about the tax implications of a Roth conversion.However, it is …

Retirement

2018 Medicare Open Enrollment: 10 Tips for Getting Great Coverage

Tis the season… No, it is not quite time to decide whether you’ll say Happy Holidays, Merry Christmas, Bah Humbug or none of the above. It does, …

Medicare

Have What it Takes? 8 Skills You Need for the Best Retirement Possible

Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and …

Retirement Planning

Social Security 2018: Biggest Benefit Increase in Recent History Is Probably Not Enough

Social Security 2018: The Social Security Administration announced this week the biggest Cost of Benefit Living Adjustment (COLA) increase of the …

Social Security

Reverse Retirement: Find Out Why So Many Retirees Are Going Back to Work

An astonishing number of retirees reverse retirement — quit their lives of leisure and go back to work either part or full time. Is retirement really …

Retirement

9 Reasons to Take a New Look at Reverse Mortgages

Reverse mortgages are a type of home equity loan for homeowners 62 years and older.<p>If you have been thinking about getting a reverse mortgage, here …

Mortgages

A Note from the NewRetirement Founder, Stephen Chen | NewRetirement

<i>Blurry photo credit: Me</i><br>Hi!<p>This is Steve Chen. I’m the founder of NewRetirement and we’re reaching out to try to better engage with you so that we can …

San Francisco Bay Area

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 …

Retirement

Are You Relying Too Heavily on Social Security in Your Retirement Plan?

Most of us count down the days, months and even years in anticipation of starting Social Security. <br>In fact, besides qualifying for Medicare, perhaps …

Social Security

Is a Bond Ladder Strategy Right for Your Retirement? Should You Climb on Up?

Bonds can be a core low risk component of retirement portfolios, but they do come with one significant risk factor: if interest rates go up, the …

Finance

Hurry! Get Ready to Retire! The Best Time of Your Life Awaits!

You might be nervous about your future but research suggests that you should run — not walk — toward retirement. Get ready to retire because the best …

Retirement

How to Retire Like an Adult: A 10 Point Checklist

If you are in your 50s or 60s, you are probably hoping to find the fountain of youth. However, when you plan your golden years it is best to retire …

Protect Yourself from Financial Fraud: 12 Critical Tips

Last week it was broadly reported that the credit reporting agency Equifax suffered a major cybersecurity breach that put us all at a greater risk of …

Retirement Education: What Back to School Night Can Teach You About Retirement Planning

It is back to school time. While you are probably past the phase when you report to your children’s elementary, middle school or high school …

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

Most of us are pretty stressed by the need to give our savings a big boost as we approach retirement. Guess what? There is actually a relatively …

Retirement

Financial Advisor Fees: What Will You Pay to Use a Financial Advisor

Financial advisor fees can be confusing. Different financial advisors have various ways of charging for their services, including:<p>Commissions<br>• Flat or …

Some Last Retirement Tips from Henry "Bud" Hebeler: A Model and Inspiration for Retirement Planning

We are very sad to announce that Henry “Bud” Hebeler died on August 21, 2017 in Bellevue, Washington at the age of 84. Bud was a key NewRetirement …

Retirement

20 Ways to Cut Retirement Costs: When You Are Rich in Time It's Easy to Spend a Little Less

Most of us could benefit from cutting retirement costs. And, now it is perhaps time to worry about saving money – or cutting retirement costs. <br>When …

Money

Your Guide to Index Fund Investing and Why They Are a Good Idea for Your Retirement

If index fund investing is good enough for the most famously successful American investor, then maybe it should be good enough for your retirement. …

Investing

The 30 countries that are best for your money, according to expats

Moving abroad may sound like a grand adventure, but most people who do it are after one thing: a paycheck.<p>The lion's share of global expats — 41% — relocated because of their career or their partner's career, whether by choice or out of necessity, according to the Expat Insider 2017 report from …

Retirement

What Are the New Rules of Retirement? 10 Guidelines for Financial Security

Americans have changed a lot over the last 100 years – we live longer and have more active lives and our society and financial structures have …

Retirement Planning

HECM Reverse Mortgage: Less Money and More Expensive than Before

<i>After Oct. 2, 2017, HECM reverse mortgage maximum loan amounts will decrease</i><br>In an effort to further strengthen the long-term viability of the Home …