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Plan Well, Retire Well

Saving and investing your money
Money lost through door

Is Your Money Slipping Out the Door?

Do you have door weatherstripping that has been chewed off by a puppy? Do you have windows that don't seal completely? Perhaps you have holes going from the outside to the inside of your house from old pipes or wiring? If so, money is slipping out of your house! According to the U.S. Department of Energy, heating our homes accounts for 42% of our utility bills. If you're heating the out...

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Tax Uncertainty? Tax Diversification to the Rescue

Diversification is the first rule of investing. You knew that, right? But have you thought about tax diversification? Yep. Smart investing isn't just what you own, it's where you own it and how it gets taxed when you take it out. From a tax standpoint, you have three different types of accounts: Regular (taxable) accounts, like your checking and savings accounts and accounts with...

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woman in convertable

Three Rules for Car Buying You Should not Break….and Why I Broke Them!

Rules were meant to be broken- but not on a regular basis. Living a life according to the seemingly conservative and boring rules may not be exciting, but will enable you to weather life's storms when you must then break a rule or two to achieve your needs. I try to live a good financial live- prepared for life's little setbacks. I have some absolute rules I live by and so far that has...

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Dear 17 Year Old Me

Dear 17 Year Old Me,

Dear 17 Year Old Me, I am writing to you in 2014 and we are now 27 years old. A decade has gone by since I was in your shoes and I have some financial advice just for you. Although you may not understand it now, please believe me – I have your best interest in mind! Save Every Penny You Make Yes, save everything! Though I know I can't convince you to save e...

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college student

College Education: Is it Worth It?

People invest a lot of amount of time, energy and money to earn a college degree. The financial cost of attending college is much larger today than it was a generation ago. It's reasonable to ask, "Is it still worth it to get a college degree?" Recent reports from Pew Research Center's Social and Demographic Trends project explores this question, and the results are quite intriguing. (B...

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401k road sign

What to do with your 401(k)? Consider costs, investments, and services

The decision of whether to leave money in your old employer's retirement plan, or to move it to your new employer plan or an IRA, doesn't always have an obvious answer. Last week , we looked at factors concerning your age and when you want to have access to your money – or be required to begin distributions. Today, we'll talk about comparing costs, investmen...

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what to do w 401k

What to do with your 401(k)? Think about when you want your money.

You retired. Or changed jobs – maybe several times. So did I. And at many of those jobs, we had a 401(k) or some other type of retirement plan. If your account held less than $5000, you may have been forced to make a quick decision about what to do with the money. Otherwise, you probably did what many of us do so well: procrastinate . Maybe now is a...

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