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Plan Well, Retire Well

Saving and investing your money

An Extra Chance to Avoid the Tax Penalty: Purchase Health Insurance NOW for 2015

The Affordable Care Act requires that United State citizens have health insurance. However, for some, this information is coming as a surprise when they files taxes this year AND they're surprised by the penalty they need to pay too. If you're one of the ones who first learned of this when you were preparing your taxes, then there's a special enrollment period just for you! You can stil...

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Sasha Learns  2

Sasha Learns: How to Buy a House - More on Credit

A few weeks ago, I wrote a post about "The Credit Question" for my series on How to Buy a House! This week our focus is more on credit utilization as well as ways to potentially fix your credit before you go down the path of becoming a homeowner. Credit Utilization This is a fancy word for un...

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Online banking

Dear Young Friend: Thinking About Online Banking

Dear Karen, One way I might be different from a lot of other young adults is that I'm not enthusiastic about online banking and I haven't done much of it. Other than being able to bank from home and potentially finding higher interest rates on savings accounts, are there any advantages? Other than losing the experience and comfort of in-person banking, are there...

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Financial March Madness

March is a big part of a financial time of the year. For those sports fans, especially of college basketball, the all-important "bracket" is the subject of many studies, guessing and possible financial "investing". It can be an exciting or agonizing time as favorite teams are defeated, and a "Cinderella" team takes the bracket. It can also be a time when lots of discretionary mo...

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Sasha Learns

Sasha Learns: How to Buy a House - The Credit Question

One of the largest factors of purchasing a house comes down to your credit. What does it look like and will you be able to purchase a house with your history and score? People tend to focus on the score, and while it is important – the history is what creates the score . Together with my husband we tackled this credit question in the following few steps....

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The Magic of Saving Money

Saving money can be magical. Start small, contribute regularly, and through compounding returns amazing things happen! Compounding returns is a fancy way of saying that money in savings and investment accounts earns MORE money for you – it works for you. In a savings account, you earn interest. In an investment account you earn returns such as dividends, interest, and growth in value. These ret...

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Tax Info Logo

Tax Time is a Time to Build Your Savings

Finding money in a tight budget to put towards savings is challenging. However, tax time may provide an opportunity to kick-off that saving goal! The first step is to check if you are eligible for any tax credits. The Earned Income Credit is designed for people who worked part-time or full-time in 2014 and had earned income less than about $48,000. The amount you can re...

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