Resources we’ve found helpful and would like to share with you.


Welcome to The Retirement Manifesto, a canvas for “Helping People Achieve A Great Retirement”! I focus on practical Financial Independence and Retirement Planning issues for folks within ten years of retirement. If you’re new to the site, I’d encourage you to read “The Ultimate Retirement Planning Guide”, a compilation of my best work, organized by stages in your journey to retirement.

Really easy-to-read and navigate site that addresses many pre-retirement and post-retirement issues, both financial & non-financial, commonly experienced by this cohort. Active community board. Also has embedded links to quite a few other sites of relevance to the topic. Written from a Christian perspective.

Read Retirement Manifesto Here.

Managing money may be simple, but it isn’t easy. Most of us struggle to save diligently, invest intelligently and figure out what will make us happy. HumbleDollar aims to help readers make rational financial decisions, especially when it comes to retirement. But we’re also acutely aware of the human side of money.

OUR GOAL IS TO TELL you everything you need to know about money—all in one place, and without the hype and hollow promises that characterize so much financial writing.

A large number of articles from various authors categorized into 23 different topics
Read Humble Dollar Here.
As you get closer to retirement age, you start to get excited about the possibility of leaving your job to do whatever you want with your time. However, before you prepare your retirement speech and walk off into the sunset, you must ensure you’re financially prepared to do so. This is why we spoke with a financial planning expert to help find signs that someone isn’t ready to retire yet in 2024.

Good article from a good general financial education website.
Read Go Banking Rated5 Signs You're Not Ready to Retire in 2024

KIPLINGERS: THE FIVE STAGES OF RETIREMENT (AND HOW TO SKIP THREE OF THEM) Getting the first step wrong inevitably means you’ll go through stages three through five. Get step one right, and it’s a two-step process. In the world of retirement, a growing concern emerges as retirees, despite having the financial means for their envisioned retirement lifestyle, find themselves grappling with isolation, depression, identity, lack of purpose and mental health challenges. This poignant issue stems from a profound disconnect between the perceived desires of retirement and the essential elements required for true happiness and well-being.
Read Kiplinger's Five Stages of Retirement

Financial planning tools and services to put you on the path to the future you want
We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.

Provides multiple levels of offerings (including free) to start building your personal retirement plan. May be geared more towards assisting advisors.
Read New Retirement

People are finding it more and more difficult to figure out how to plan for retirement – how to save while working and how to convert their savings into sustainable income for the rest of their lives. To be sure, making the right decisions is an exceedingly complicated task, but it is not impossible.

Retirement Researcher exists to help guide you along the path to a successful and sustainable retirement by providing modern, sound academic research, in the manner that helps you learn best.

More academic and technical in flavor (the main contributors are either PhDs or CFAs), with a great many articles on a wide range of financial topics. They created the "Retirement Income Style Awareness" (RISA) framework (free) to guide users to find the essence of their retirement financial planning preferences (safety-first vs. probability and commitment vs. optionality). I found it helpful (and insightful) in guiding how my plan should be structured, and brought me back to earth by showing the flaws in my ability. They really dig into the Social Security claiming decision with numerous articles.
Read Retirement Researcher