Recently NewRetirement’s founder, Steve Chen, gave a talk to a start up group in his community, the Marin Sonoma Impact Ventures group. Watch Steve’s talk (or scan the summary below) to learn why we started NewRetirement and the need for financial planning. The video is a short (under 11 minutes) overview of why planning is …
Video: The Need for Financial Planning, Why We Built NewRetirement Read More »
Are you panicked about the economy? Anecdotally, people don’t seem quite as worried as in past downturns. Maybe we haven’t hit the bottom? Perhaps people are better educated about economic cycles? Who knows. The psychology of money can be confounding, but trying to understand how it works can be critical for your financial wellness – …
The Psychology of Money: 9 Important Lessons for Financial Wellness in 2022 Read More »
How do you handle inflation in retirement? Do retirees on fixed incomes benefit from inflation? What should you do ahead of inflation? Here are three easy steps you can (and should) immediately start.
When leaving an employer, don’t automatically roll over the 401(k) account to an IRA.
And a SoftBank-backed start up that wants to save your 401(k).
Would you be more likely to take the easy step to get your full employer 401(k) match if you knew how much those contributions would grow by the time you are ready to retire?
I had a chance to talk to Catherine Collinson, CEO and President, Transamerica Institute. Addressing Social Security’s funding shortfalls tops the list of priorities – which is something our survey has consistently found over the years.
This article describes a new tool designed to encourage saving for retirement by showing how savings plans adopted early on impact the availability of spendable funds after retirement.
Netflix reported mixed results that weren’t as bad as some investors had feared.
When you take care of aging loved ones, don’t underestimate the power of touch, attention, and humor. Even impaired aging parents can appreciate these, sometimes with surprising results.