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Plan Well, Retire Well

Saving and investing your money

Dear Young Friend: Three Buckets for Your Money

I have been talking with a young friend about a lot of different financial topics over the past couple of months. I realized that the challenges my young friend faces are the same things that almost all young adults deal with. Over the next few months, I'll be sharing some of our conversations. Maybe you're wrestling with some of the same questions. Or, like me, maybe you have a young frien...

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Sasha Learns How to Buy a House Pin

Sasha Learns: How to Buy a House

As some of you know, my husband and I recently got married last May. One of the next steps we would like to do together as a married couple is to purchase a house. I think one of the quintessential American dreams is that of owning your own home. It gives a sense of accomplishment as well knowing that you are coming home to something that is yours . In the next couple of months, I will...

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The Year of Suck-Didn't!

Last February, I wrote about a conversation I had with a coworker titled  "The Year of Suck " where she detailed the plan she and her husband had for paying off their credit cards by adding money to their payments. However, finding that extra money meant cutting back on many little things that (in her words) would make life su...

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New Year Resolutions - Strategies to Make Them Work

It's easier to make New Year Resolutions than to keep them! Let's take a look at some strategies to keep your financial resolutions on track. State the resolutions effectively. Research by behavioral economists suggests that how we frame our resolutions may affect how successful we are. We pay more attention to losses than gains. For example, someone mi...

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wrapped money

Time to Reflect on 2014

We're wrapping up the end of our 7 th year of blogging here at Plan Well, Retire Well Blog . We aim to post about once a week and in 2014 we did pretty well with 54 blog posts. On average, a blog post in 2014 had about 340 page views. So, just what have we been writing about in 2014? And, what was popular? Let's take a look at the posts with the most page views!...

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bigstock-List out the expenses to plan a monthly budget-6709874

The Odious Task of Tracking Expenses

I come from a long line of habitual expense trackers. Growing up, there was always a legal-sized ledger book in the drawer. A new page was started for each month. Every receipt was entered. There were often a few loose receipts tucked into the book, waiting to be logged. When my mom passed away and I became the keeper of my grandfather’s papers, they included his ledger from 75 years ag...

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Child reading

Stories Help Share Values

Money is more than dollars and cents. We choose how we manage our money based on our personal values. Values help define who we are and what we do. During the holiday season our values about money are highlighted: how much do we spend on treats; do we use credit; do we give to charities? Many of us would like to pass along our values to children in our lives. However, it can be a challe...

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