Skip to main content

Plan Well, Retire Well

Latest Posts

Child and Dependent Care Credit – for Summer Camp Costs

Now that school's almost out, do you have plans for child care? The cost of child care during the summer can be quite the budget-buster! However, you may be able to cut the costs if you can use the Child and Dependent Care Credit. If you're sending them to summer camp, did you know that the money...
Finish this story

Sasha Learns: How to Buy a House - The Hunt

So far in this series we've talked about renting verses buying, credit, and finding a realtor. Today's blog post will be slightly more fun as we'll briefly talk about the pre-approval process and the house hunt!! The Pre-Approval Process Getting pre-approved is an important step in...
Finish this story

Financial Education: Not Enough for All Financial Problems

I believe in the importance of financial education; I am a financial educator. I believe with good information people can avoid many costly errors and utilize their money to reach their dreams and goals. But it's not enough! And, as I talked to people during Money Smart Week I realized that it may...
Finish this story

Sasha Learns: How to Buy a House - Finding a Realtor

After deciding whether to rent or become a homeowner, checking your credit and possibly fixing it, the next step you'll want to do is find a real estate agent! Just like any other advisor, you need to establish some rapport with them. Below are a few traits and other items you should look for in a...
Finish this story

The Rising Cost of Prom and the "Promposal".

I think that social media is costing us much money. Until a few days ago, I had never heard of a promposal. Granted I went to high school in the stone ages when boys awkwardly asked girls at their lockers to go to the prom. My children's experience was not far removed from that other than all the...
Finish this story

Financial March Madness

March is a big part of a financial time of the year. For those sports fans, especially of college basketball, the all-important "bracket" is the subject of many studies, guessing and possible financial "investing". It can be an exciting or agonizing time as favorite teams are defeated, and a "...
Finish this story