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Plan Well, Retire Well

Saving and investing your money

Dreaming about the New Year

As we move from one year to the next, it's a time for reflection. I had an amazing year in 2012 with some wonderful highs as well as a few lows. I feel as though now is a good time to take time to thoughtfully think about what I'd like to happen in 2013 as well as years down the road. Before you jump into New Year resolutions, I invite you to take time and space to dream a little about...

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Life's Financial Lessons during the Holiday Season

The other day I was talking to my sister-in-law about all the "life lessons" we want our children to learn before they grow up and leave our homes. The list is quite extensive – everything from doing laundry, cooking a nutritious meal, to protecting themselves from dangerous situations. When your children are 2 years old, you think you have eons to accomplish this! But before you know it,...

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The Why Behind Our Money Decisions

Put two people in the same situation where they need to manage money and they're likely to react to the situation differently. Our past experiences, values, and many other things all influence our reactions. We know this, but we may not realize how much these influences affect our daily behavior. Syble Solomon, author of several books on this topic including "Money Habitudes™ A Gu...

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