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Plan Well, Retire Well 2024

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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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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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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calendar

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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couple looking at each other's phones

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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