Skip to main content

Plan Well, Retire Well

Latest Posts

Person in forest looking at two different paths

Stress-test your financial plans

When I faced a major life decision of deciding whether or not to retire, looking at my financial situation was a big factor in the decision. I estimated what my future expenses would be and compared those against my expected income. I did a net worth statement, which forced me to total up my assets...
Finish this story
decorative laptop chart

How do interest rates impact you?

Leaves are falling, but interest rates remain high. Have you ever wondered how the Fed rate decisions impact you? First, let’s explain what is meant by the Fed. The Fed is short for the Federal Reserve System, the United States's central bank....
Finish this story
mason jar full of coins that spilled over onto carpet

Income and expenses for college students

The new school year brings a lot of excitement and maybe some new responsibilities. Those responsibilities could be paying housing expenses or splitting those expenses with roommates, buying groceries, managing a budget, and more. But how do you pay for all of these things? Just the thought of...
Finish this story
woman with fist in air

I want it my way: Appoint a Power of Attorney to help

On a good day, I wonder if my family hears what I say or if all they hear is "blah, blah, blah!" However, when I talk about what I want to happen if I'm in an accident, hospitalized, or die, I'm SURE some of my family completely block my words. That's why I think it's so important that I write down...
Finish this story

Student loan update: Supreme Court decision

Disclaimer: Information about federal student loans is rapidly changing. This blog is current as of July 20, 2023. If you were depending on student loan debt relief, you may need to adjust to the recent news that student loan repayment will be resuming soon without the anticipated...
Finish this story
Woman fanning money

Powerful ways to stretch your dollars and stop money leaks

Do you want to get the most bang for your buck?  Of course you do! We all know there are only so many dollars in our paycheck and an endless number of opportunities to spend those dollars.  Being creative and very conscious of your spending goes a long way to stretching your dollars. Check Your...
Finish this story