Skip to main content

Plan Well, Retire Well

Latest Posts

Why I stopped tracking most of my expenses…

If you can believe it, I've been blogging for almost six years now. As a financial educator, writing these words on the internet might mean that I could be banned from the "financial educators club", but the fact of the matter is that for almost a year now I've struggled with tracking ALL my...
Finish this story

How to Choose a Financial Professional

We can't be an expert in all topics. That's why we seek help from people who have expertise in areas we don't. Financial professionals can help you explore alternatives and strategies to best manage your finances. People seek help from financial professionals for a variety of reasons, and you...
Finish this story

A Kitchen Remodel: Excitement and Trepidation

This summer, my husband and I are starting a kitchen remodel project -- yikes! Our house is over 60 years old and the kitchen is desperate for an update. In the next few months, I will blog about our journey – hopefully, this will be helpful to others facing remodeling projects. Home remodeling...
Finish this story

Should We Get a Pet?

In April - we released a new podcast track about pets! Camaya and I discuss the lifetime costs of owning a pet, some research surrounding pets, pet insurance, service animals vs support animals, plus some estate planning for pets. There are also tons of personal stories (mostly about cats, but a...
Finish this story

Eating Out Tips

I worked as a member of a wait/service staff (i.e., a tipped worker) for five different types of food service establishments during my undergraduate years. The tips I received helped pay for my student loan, maintaining my car, housing, and some of my other personal care needs. Even though I wasn't...
Finish this story

Let's Help Each Other Prevent Financial Exploitation

Do you have an older relative or friend who has been acting differently with their money lately? For example, are they: fearful or unusually anxious about their finances; wiring money to a new friend or contact; having trouble paying their bills or are making extra withdrawals of money;...
Finish this story