Skip to main content

Plan Well, Retire Well 2019

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

You Can't Take It With You... When You're Gone.

After the death of both of my parents, I came to this realization as we were left with all of their stuff! How do we cherish the items our loved ones cared about and left behind for us? What to do with all the stuff? One of the best things you, our readers, can do is decide how you...
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

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

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

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