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Plan Well, Retire Well

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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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Opportunity to learn practical money management strategies

Webinars provide a safe environment to explore new or challenging topics. As financial educators, we aim to provide a safe and inclusive environment where participants feel comfortable asking finance-related questions. Chat comments from participants during our 2023 financial education webinar...
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New Year’s financial refresh

With the start of a new year, you should take some time to think about your financial wellness in addition to your overall health. Do you feel like you are in a good place financially? If you are not happy with your current financial situation, how could you change things this year to get on the...
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Pay down debt or invest my money?

Should I pay extra on my student loan or invest in a Roth IRA? Build up an emergency savings fund or pay off my credit card debt? Pay off my mortgage or put more money in my 401(k) retirement plan? In one form or another, the trending question lately has been, "Is it better to pay down debt or...
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picture of phone with a receipt coming out of it, credit cards laying on phone, money coins on one side of phone and money bills on other side

Mint app retiring: Tracking expenses in the New Year!

Have you heard the news? Do you use the Mint app to track your spending? Maybe you haven’t if you are not a Mint user. But the very popular budgeting app Mint launched in 2009 is phasing out to become integrated into the Intuit-owned app, Credit Karma. They are saying the Mint app will no longer be...
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Stress-test your financial plans

When I faced a major life decision of deciding whether or not to retire, looking at my financial situation was a big factor in the decision. I estimated what my future expenses would be and compared those against my expected income. I did a net worth statement, which forced me to total up my assets...
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