Skip to main content

Plan Well, Retire Well

Latest Posts

Celebrate America Saves Week! #ASW19

This is one of my favorite weeks of the year!  Why? Because it's like a BIG party across the nation celebrating saving money! America Saves Week takes a simple message -- save money regularly -- and let's us focus on it. The message is simple, but the reality of saving isn't always! This week...
Finish this story

Getting through Tough Financial Times & Side Gigs!

Many people face tough economic times periodically, and some of the challenges they experience are due to unforeseen or unanticipated circumstances. As an educator who teaches personal finance, it is easy to discuss the merits or advantages of saving for the unexpected. In other words, it gives me...
Finish this story

Stressing about Taxes? Survival Steps!

When the Tax Cuts and Jobs Act of 2017 passed, I thought it might be a little extra stressful to prepare my tax return for 2018 with all the different changes. Well, now tax filing time is here and the number crunching begins! Let's look at steps you can take to reduce tax filing stress. Before you...
Finish this story

I’m thinking of a Number between 300 to 850

I remember when I first started to learn about how to build and manage my credit in college. Many financial numbers were thrown around and were often confusing to a novice like me. People who do not work in finance or who have little motivation to pay attention to the importance of different...
Finish this story

Visualize Your Financial Well Being

The beginning of a new year is often a time to set new goals and plans, and often these goals involve money. This year let's talk about financial goals in a little different way. Think about your financial well-being: where you are now? where you'd like...
Finish this story

3 tips for shopping online this holiday season

My shopping experiences have changed radically over the past few years. The older I get, the more I have a hard time going shopping. On the other hand, I have friends and family members who enjoy walking through the stores, finding the best bargains, and the right things that fit their needs....
Finish this story