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Plan Well, Retire Well

Saving and investing your money
Buckets for your money larger

Dear Young Friend: Investing Your Long Term Money

Dear Karen, We've talked about the need to keep some money handy for expenses, and some more where I can get to it in case of an emergency. So I guess now it's time to talk about how to manage Bucket #3. I'm still a little uncomfortable with the idea of investing. It seems like the stock market has been a bad place to have your money pretty often over the last few years....

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MSW ORG A 2015

Choose what you want to learn during Money Smart Week, April 18 - 25

Money Smart Week is coming, April 18 to 25, 2015. It's the best time of year to learn anything you want about managing your finances. Why is it the best time? It's all free. There will likely workshops near you . Over a thousand programs will take place across Illinois. There are also programs in about...

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Sasha Learns

Sasha Learns: How to Buy a House - Finding a Realtor

After deciding whether to rent or become a homeowner, checking your credit and possibly fixing it, the next step you'll want to do is find a real estate agent! Just like any other advisor, you need to establish some rapport with them. Below are a few traits and other items you should look for in a realtor and questions to ask them if you're interviewing them. Experience and Know...

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promwordle

The Rising Cost of Prom and the "Promposal".

I think that social media is costing us much money. Until a few days ago, I had never heard of a promposal. Granted I went to high school in the stone ages when boys awkwardly asked girls at their lockers to go to the prom. My children's experience was not far removed from that other than all the couples went as a big group rather than as individual couples. My son even waited until the night b...

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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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