Skip to main content

Plan Well, Retire Well

Latest Posts

Do You Have a Savings Account?

Do you remember when you started your first savings account? I know I must have been pretty young when I first deposited money because I didn't quite understand how a savings account worked, and I was disappointed when I couldn't "withdraw" my Buffalo Nickel that I had deposited. That...
Finish this story

True Love=Savings

Valentine's Day is just around the corner. It is said that Valentine's Day came about because of an Italian bishop who married couples in secret. At the time Roman Emperor Claudius II was fighting a war and believed that married men were not good soldiers. He thought they would rather be at home...
Finish this story

Scam-Grams! Watch out!

Everyday someone falls victim to a scam or fraud. With the help of technology, scams happen more often each day. Recently a member of my family fell into a scam. She went to look for some help online with her printer, searched online for the phone number and called asking for help. After 45 minutes...
Finish this story

EITC Awareness Day!

You work. Let EITC work for you! For the last 40 years, Earned Income Tax Credit made life better for millions of workers. You may have extra money waiting for you. If you qualify and claim the credit, it could be as much as $6,242 from the IRS for some workers. Don't be the one in five that...
Finish this story

Why the Next Four Weeks are Critical to Filing Your Taxes

Death and Taxes- two things we can't avoid. I don't know about you but I really hate filing taxes. It is so much paperwork and time consuming, even when my paperwork is organized. I usually put it off until later, much, much later. What I have been reading lately about identity...
Finish this story

Don't Get Stuck by the Financial Ghosts of Christmas Past!

2016 is here! It's in full swing and most people have the best intentions to start something new, but what about financially? Sure we want to lose weight, read more, or visit more of the world, but when do we ever set up new financial resolutions? If you're stuck in 2015's financial ghost of...
Finish this story

Reflecting on 2015 ... Moving Forward in 2016

During the holidays I had an amazing opportunity to travel to Maui. As I walked along the beach, listening to the surf and marveling at the full rainbow over the ocean, I thought about where I am in my life and what I'd like to do in 2016. I believe in the value of reflecting on what we've done as...
Finish this story

What’s the Total Cost of that Loan?

Interest rates on loans vary tremendously. For example, the benchmark 30-year fixed-rate mortgage loan rate is 4.01%, according to Bankrate's recent survey of large lenders. In contrast, a vehicle title loan's annual percentage rate is often over 200%! What is a title loan? Auto...
Finish this story

Seven Things you can do NOW to Prepare for Tax Time.

It's tax time! I know it's only December and you'd rather do anything but think about filing your income taxes which aren't due until April 15th 2016, but I am urging you to start preparing now and file as early as humanly possible. There are lots of reasons to begin your income taxes before the...
Finish this story