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Plan Well, Retire Well

Saving and investing your money
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I Love Money Smart Week

I love Money Smart Week! As Karen Chan mentioned in her blog post on March 12th, Money Smart Week is the best time of year to learn anything you want about managing your finances. All week people are talking about finances, how to manage money, how to talk with others...

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Your Financial Family Portrait

I have been pushing people to get a current copy of their credit bureau report on a regular basis for a while now. It is a good way to have a snapshot of your credit accounts and payment history and a method to catch identity theft before it gets totally out of hand. To do this you should get a free credit report every 4 months or so. The government requires that each of the three credit reporting...

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What do I do with this year's filed tax return?

This year's tax season will soon come and go, and you may be unsure of what you need to do with this year's tax forms. Below are some questions you may have on what you should do with this year's 2013 – filed 1040 tax return. What should I keep? With any financial record, especially tax forms – you should keep all of the documents you u...

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