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General Finance
retirement planning, retirement calculator, DIY, social security, pension, annuity, home equity, healthcare, saving, investing, tax, withdrawals, RMD, IRA, 401K, insurance
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San Francisco, California, United States
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DIK (Dual Income, Kids)
IT / Software
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Latest Blog Posts

Need a helping hand? Find help for seniors with low income The Big Takeaways… A significant amount of qualifying seniors don’t participate in low income benefits because often it’s hard to know what’s available. More options may be available to you during the pandemic. Tools like Benefits Checkup and the Eldercare Locator can help connect… The post Help for Seniors with Low Income: Government Benefits and More! appeared first on NewRetirement. ...
Posted: May 22 2020 @ 10:32 AM
Episode 40 of the NewRetirement podcast is an interview with Kevin Hanney about the evolution of pensions and the future of employer sponsored retirement & lifetime income solutions. Kevin is the Senior Director of Pension Investments at Raytheon Technologies (formed by the merger of United Technologies and Raytheon) where he helps oversee about $100B retirement… The post Podcast: Kevin Hanney — The Past, Present and Future of Pensions appeared first on ...
Posted: May 14 2020 @ 12:54 PM
  Despite what many quick retirement calculators lead you to believe, retirement planning is an ongoing process and not something you can do in 5 minutes. Here we break down the steps for creating a plan. Use this checklist for retirement planning if you want to feel great about your financial future.Whether your are fabulously… The post Checklist For Retirement Planning: Create and Maintain a Plan You Can Feel Great About ...
Posted: May 14 2020 @ 11:27 AM
This deep dive into the concept of using an income floor to establish a three bucket plan for retirement income needs comes from Glen Nakamoto. First of all, just to make clear, I am not a financial advisor or anyone who has any background in financial planning. Before I retired, I was a cybersecurity analyst… The post Establishing Retirement Income Using an Income Floor appeared first on NewRetirement. ...
Posted: May 11 2020 @ 10:06 PM
The headlines are all doom and gloom and yet the markets are off their 2020 highs, but not that far off.  What is going on? And, what are you supposed to do? A recent poll on NewRetirement found that most people with a retirement plan are actually not planning on doing anything.  They report that… The post Tips for Rebalancing Your Portfolio Amid the Pandemic appeared first on NewRetirement. ...
Posted: May 01 2020 @ 1:13 AM
What's the key to feeling great about your retirement in this time of turmoil? Explore new research and famous planning quotes for a fresh perspective. The post The Power of a Plan! NewRetirement Users Surprisingly Optimistic About Retirement Amid Pandemic appeared first on NewRetirement. ...
Posted: Apr 30 2020 @ 2:34 PM
In podcast episode 39, Steve Chen and Jillian Johnsrud discuss mini-retirements and passive income. The post Podcast: Jillian Johnsrud — Are Mini-Retirements Worth It? appeared first on NewRetirement. ...
Posted: Apr 30 2020 @ 1:13 PM
Asset protection trusts are one way to cover long term care costs. However, there are big disadvantages. Learn more and discover alternatives. The post Is an Asset Protection Trust the Right Solution to Your Long Term Care Riddle? appeared first on NewRetirement. ...
Posted: Apr 30 2020 @ 11:38 AM
For many people nearing retirement age, home equity is usually the single largest component of net worth.  And, it can be a valuable contributor to retirement and financial well being — especially during this pandemic and time of monetary strain. You can tap home equity by downsizing, securing a reverse mortgage or getting a home… The post Pros and Cons of a Reverse Mortgage During the Pandemic Crisis appeared first on ...
Posted: Apr 21 2020 @ 7:46 PM
Uncertainty. Fear. Confusion. Sacrifice. Acceptance. Stress. There are a lot of strong emotions that we all share right now. And, worry about our finances is a big one — massive. Here are 9 steps you can take to improve your financial well being now and into the future. 1. Don’t Worry (Too Much) About Today’s… The post Improve Your Financial Well Being Now (It is Not Impossible) appeared first on NewRetirement. ...
Posted: Apr 16 2020 @ 9:19 PM


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