Achieve the clarity you’re entitled to
In the media
Stay in The Know
Unlock Valuable Insights with New Era Financial
'I've Become Unhappy.' I'm 73 Married and Retired With $717K Saved. I Want to Change Things Up, But How Important Is It That I Work With a Top-50 Financial Adviser?
If you’re unhappy with the service you’re getting from your financial adviser now, pros say you’ll likely want to find someone new who specializes in what you need.
I'm 62 with $75K in My 401(k) and $4.1K a Month in Income. But I Have $40K in Debt. Can I Retire Next Year?
Many pros we spoke to said you should try to avoid withdrawing from your 401(k) in this case – and that you may want to speak to a financial adviser not only about this, but also to ensure you’re handing your retirement plan smartly.
Inflation Sparks Affordability Crisis for Retirees
Inflation is taking the fun out of retirement. rising costs are taking too big a bite out of many retirees’ budgets, creating stress, sleepless nights and constant worries about money.
I Owe $7K on My Credit Card at 22% and $6.3K on My Car Loan at 6.9%. My Credit Score is 690. What's the Smartest Strategy for Repaying?
The good news here is that you can get out of the debt smartly – and you probably don’t need a pro like a financial adviser to help you.
How the New Roth Catch-Up Rule Changes Retirement Saving for High Earners
Higher-income earners must make 401(k) catch-up contributions with after-tax dollars and place them in a Roth account.
Am I Still Way Behind? I'm 50 and Want to Retire at 60. I Have $450K Saved and Will Get $1.8K a Month in Social Security.
It’s hart do say whether you can retire at 60 without knowing more.
I'm 61 With $1.6 Million. What New Year's Resolutions Can Help Me Retire By The End of 2026?
Here are six tips from professional financial planners to help you retire in the new year.
The Unemployment Rate Just Hit a 4-Year High: 9 Experts on How to Prepare Your Finances If You're Worried About Losing Your Job
The economy added over 60,000 jobs last month after a 105,000-job loss in October.
Will a High-Yield Savings Account Be Worth Opening in 2026? Here's What Experts Say.
Interest rates on high-yield savings accounts were soaring a few years ago with some online accounts reaching 6%.
5 Financial Frights Every Adult Needs to Plan How to Survive
The scariest horrors in life don’t come in costumes.
5 Hidden Fees That Quietly Drain Retirees' Budgets
As many retirees live on a fixed income, one of the worst things that can happen is if they find themselves paying for things without even knowing it.
What Big Expenses Should Seniors Plan For? Here's What Retirement Experts Say.
Retirement can be an exciting and freeing time, but it can sometimes deliver financial curveballs – especially in today’s economy.
Should You Pay Off Your Mortgage Before Retirement?
Owning your home loan-free is an impressive feat, but that doesn’t mean it’s always the right more.
What is an Insurable Interest in Life Insurance?
An insurable interest is a key requirement for obtaining a life insurance policy on someone other than yourself. In this guide, we further explain what an insurable interest is and why it matters.
Are Brokerage Accounts Taxed?
How brokerage account taxes are applied can depend on the type of brokerage account and investment.
Use This Step-by-Step Guide To Incorporate Social Security Into Your Retirement Planning
