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Plan Well, Retire Well

Saving and investing your money
1040 2017 NOT VALID FOR 2018

How will the Tax Cuts and Jobs Act of 2017 affect you? Check this head-to-head, line-by-line comparison of your 2017 and 2018 tax returns

As you're filling out your 2017 tax return, take the opportunity to think about how the new tax law will impact you for 2018 and beyond. To help, I've put together a list of the changes, organized by line number on the 1040 and Schedule A (Itemized Deductions). If you file the 1040A or 1040 EZ, your lines numbers will be different. There's been a lot in the news about the changes, but i...

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design-3047520

Invest in Your Future!

Happy New Year 2018! The New Year offers opportunities for a fresh start and new resolutions. As you reflect on possibilities, I encourage you to include investing in your personal finance as a high priority for 2018. We choose to do many things with our time and energy, and it's easy to let our finances become "another day" activity; however, time spent today will reap many benefits in the fut...

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Investing 101: Mutual funds can make investing simple

You don't have to have a lot of money to get started investing. You don't even have to buy stocks and bonds to be an investor. And you can reduce the risks associated with owning individual stocks and bonds. It almost sounds too good to be true, doesn't it? But a thing called mutual funds can do all that. This is the third post in a series about the basic...

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Why I May Never Go Grocery Shopping Again!!

A few months ago, I was shopping for groceries at my local grocery store when I kept hearing this noise. The noise it turns out was a personal shopper scanning grocery items for a grocery pick up. When I asked the store associate about it, she said that more and more people were trying it. As a financial educator, I was intrigued and went ahead and signed up. So what did I find?...

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Three Quick Holiday Spending Tips

With Thanksgiving this week, holiday shopping will be in full swing come Black Friday, Small Business Saturday, Cyber Monday and Giving Tuesday! So, here are some last minute holiday shopping tips to keep your spending plan in check! USE YOUR CASH Use cash instead of credit to make purchases – research shows us that we spend up to 30% more when we use a credit c...

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Risk

Investing 101: How many kinds of risk are there?

This is the second in a series about the basics of investing. Last month, we met Aunt Jane and George. Their investing experience helped us learn about stocks and bonds. This month, they'll illustrate the risks that stockholders and bond owners face. Next month, they'll learn how to invest without having to buy individual stocks or bonds. To find all the posts in this serie...

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healthcare

Test Your Knowledge about Health Insurance

Just how well do you understand health insurance policies? It's a challenging topic! Kaiser Family Foundation surveyed people about health insurance terms and concepts; only 4% answered all of the 10 questions correctly. However, that quiz is from 2014. With the Health Insurance Marketplace (sometimes referred to as Obamacare) enrollment period now open, this seems like a good time for a new qu...

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