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Plan Well, Retire Well

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Set a Goal. Make a Plan. Save Automatically.

America Saves Week, February 24-March 1st, is a time to review your finances, decide what you want to save for, and set up a system that will allow you to save automatically. That's why the America Saves Week theme is Set a Goal. Make a Plan. Save Automatically. Even if you are...
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The Year of Suck

I was talking with a coworker the other day about her family's financial goals and plan for the coming year. "We have decided not to use our credit cards-we want to pay them off." Great plan I said but as she looked glum, I asked what was wrong. She replied that she and her husband were calling...
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EITC: What Could You Do with an Extra $2,000?

Working families may get a larger tax refund this year because of the Earned Income Tax Credit (EITC), but to get it, you must claim it. Today, January 31, marks the 8th National EITC Awareness Day, a nationwide effort to increase awareness about EITC and free tax preparation sites. If you worked...
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What to Do to Protect Yourself from Data Breaches

It's a scary to think of someone stealing our money. When we hear about millions of accounts being hacked, we wonder "What can we do to protect our identity and our money?" 1) Look at your financial account statements frequently and report anything that looks odd...
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Health Savings Accounts: What's Not to Love?

If you like avoiding taxes, you'll want to learn about Health Saving Accounts. Odds are, someone in your family has a high deductible health plan (HDHP). That makes them eligible to have a health savings account, commonly called an HSA. High deductible health plans have become more common as...
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2014 Financial Goal Challenge

The New Year often brings a feeling of renewal and rejuvenation. Most of us talk or even write down our resolutions such as "I want to lose 20 pounds" or "I want to eat healthier." But this year I want to challenge our readers to make a financial goal for 2014. Below are some tips to help you get...
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