NewRetirement

Bruce Lorenz

Nancy Gates

Articles and videos created to help you learn about various financial concepts and provide planning tips.

Financial Fundamentals

Why is Financial Planning Important?

Tips for evaluating your financial plan at the end of the year.

End of Year Financial Tips

This article discusses the various thresholds and constraints that you may want to consider when choosing particular strategies.

Strategy Constraints

Featured Topics

Beginning of the Year Financial Tip - Review Your Insurance Policies

Beginning of the Year Financial Tip - Check Your Beneficiaries

Beginning of the Year Financial Tip - Review your credit score

Beginning of the Year Financial Tip - Review credit card debt

Beginning of the Year Financial Tip - Review your emergency fund

Beginning of the Year Financial Tip - Set your budget for the year

Beginning of the Year Financial Tip - Review your Retirement plan at work

Beginning of the Year Financial Tip - Update contact info

Beginning of the Year Financial Tip - Review Estate Documents

Beginning of the Year Financial Tip - Check your W-4

Beginning of the Year Financial Tip - Rebalance Your Portfolio

Beginning of the Year Financial Tip - Tax payment due by mid-jan

Beginning of the Year Financial Tips

This video explains what an asset allocation consists of and basic strategies to use.

What is Asset Allocation?

Investments

This video explains what a 401k retirement savings account is.

What is a 401k?

This video explains what a 403b retirement savings account is.

What is a 403b?

This video explains what a 457b retirement savings account is.

What is a 457b?

This video explains what a SIMPLE IRA retirement savings account is.

What is a SIMPLE IRA?

This video explains what a Traditional IRA retirement savings account is.

What is a Traditional IRA?

This video explains what a Roth IRA retirement savings account is.

What is a Roth IRA?

This video explains what an Inherited IRA account is.

What is an Inherited IRA?

This video explains what a 529 education savings account is.

What is a 529 Plan Account?

This video explains what an HSA account is and basic strategies to use.

What is a Health Savings Account (HSA)?

Account Types

This video explains the various different types of Earned Income.

What is Earned Income?

This video explains what a Pension plan is.

What is a Pension?

What is an Annuity?

This video explains what a Variable Annuity is.

What is a Variable Annuity?

This video explains what a Multi-Year Guaranteed Annuity is.

What is a MYGA Annuity?

Income Types

This video gives an overview of Social Security.

What is Social Security?

This video explains what the Social Security Earnings Limit is.

What is the Social Security Earnings Limit?

This video discusses common a common Social Security claiming strategy for couples.

Common Social Security Claiming Strategy for Couples

This video offers suggestions to help you determine what your Social Security benefit will be if you plan to retire early.

How do I calculate my Social Security benefit if retiring early?

This video explains what the benefit breakeven point is for Social Security.

What is the Breakeven Age for Social Security?

This video explains what Social Security Spousal Benefits are and basic strategies to use.

What are Social Security Spousal Benefits?

This video gives an overview of common Social Security claiming strategies for couples.

What are common Social Security claiming strategies for couples?

This video gives an overview of common Social Security claiming strategies for single people.

What are common Social Security claiming strategies for single people?

Social Security

This video gives an overview of Medicare Part A.

What is Medicare Part A?

This video gives an overview of Medicare Part B.

What is Medicare Part B?

This video gives an overview of Medicare Part D.

What is Medicare Part D?

This video gives an overview of what a Medicare Advantage plan is. Also known as Medicare Part C.

What is Medicare Advantage?

This video gives an overview of what a Medicare Supplement plan is. Also known as a Medigap plan.

What is a Medicare Supplement plan?

Medicare

This video offers suggestions to help you determine what longevity age to use for your plan.