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Plan Well, Retire Well

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Grow your financial knowledge 1 hour at a time

Yikes! Making decisions about money can be very overwhelming. So often, a financial choice pops up and it seems impossible to even know where to start to learn about the topic. How much to spend on housing? Short-cuts to save money? How to get my tax refund? Invest my money or leave it to...
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To Do written on clipboard

What is your financial fall to-do?

Financial to-dos take a while to carry out, and they are often mentally challenging too. I like to pick one “to-do” at a time to work on. With kids back-to-school and the tree leaves starting to rustle with dryness, now is a great time to set your financial to-do project.Which of the following is a...
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counting dollars

Preventative care for financial wellness goals

Improving financial wellness takes some effort. Keeping your bills organized can help get a better understanding of where you are spending money. Do you know where all your money goes each month? Are the majority of your expenses fixed or variable? When occasional expenses come around, is your...
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girl blowing bubbles

How do you save money during the summer?

Summer is around the corner! For those of us in the colder regions of the U.S., the warmer months present us with options we longed for during the winter, but how do we take advantage of the warm weather? What are some ways we can save over the summer? Check out local opportunities: If you are...
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tax worksheet

Tax time financial review and decisions

As the April 15 tax deadline has just passed, most people have filed their income tax returns. What are you planning to do with your tax refund or how are you planning to pay any tax amount due? Knowing what to expect when filing your taxes can help you plan what decisions to make next. If you...
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Two teen boys in a store

Help your child be a good financial manager

Do you have youth and teens in your life? This summer may be an excellent time for them to learn the skills and knowledge they need to be good financial managers as adults. Knowing we want to help develop positive skills and knowledge is one thing; being able to do it is another! Each child comes...
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one dollar bills

Where does the money go?

Another month has gone by, and I’m wondering, how does my household spend so much money? It’s definitely time for a Spending Audit! I’m on the hunt for expenses for things that I don’t want, aren’t important to me, or are too expensive. Join me as I dig deep with this investigative work. First...
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