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Plan Well, Retire Well

Saving and investing your money
1040-es

I thought I hated estimated taxes. But maybe I don't.

Over the past several years, my tax prep software has often said that I should file estimated taxes. You know, those pesky payments that you send to the IRS four times during the year so that you pay enough in advance to not be hit with an underpayment penalty when you file? I always saw estimated taxes as a bother and a detail that I just didn't want to deal with. Who needs to keep tra...

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Celebrate April: Taxes, Money Smart Week, Financial Literacy Month!

With the hint of spring in our gardens, I feel like we're moving out of the slow-moving pace of winter into the season of festivals, events and outdoor activities. On top of all these activities, April is National Financial Literacy Month, taxes are due, and Money Smart Week returns to our communities during the last week! As you can imagine, my calendar is filling up – maybe you'd like to add...

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Tax brackets 2016

What Can You Learn from Your Tax Return?

President Trump's tax returns have been front-page news this week. Perhaps it's a good reminder that we should each take a look at our own tax returns to see what we can learn from them. Here are some questions you might want to ask. Be sure to read to the end, where I list some of the actions you can take right now. How much of your income avoided income tax?...

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Wedding Season is coming... is your wallet ready?

Ah, wedding season. The time of the year when we celebrate the love of two people to be bound legally together. Whether you're in the bridal party, parent, grandparent or friend... weddings these days can be costly! According to The Knot's 2016 Real Wedding Study, the average wedding costs $35,329 dollars (and that doesn't even include the honeymoon!) Even attending a wedding as a guest can g...

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CoverPhoto CoverYourAssets 2017

If Only I was 25 Years Old Again!

Too often when I talk to people in their 50s about money, I hear "If only I had known or done ____ when I was 25!" There's no doubt that it's hard to change spending and saving behaviors after decades of practicing those not-so-helpful behaviors. So, what is the most important thing for someone in their 20s or 30s to know about money? That's a challenging question! I like to talk to peo...

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Share Your Savings Goal and Win $1000 in the #ImSavingFor Contest

To celebrate the upcoming America Saves Week (Feb. 27-March 4, 2017), America Saves is launching the #ImSavingFor contest. It's easy to enter. Just share a short video of your savings story, or a picture of you and what you are saving for and enter to win $1,000 at americasavesweek.org/imsavingfo...

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I Love My Library

Using My Library to Save Money

I love my library! In case you hadn't noticed, your library offers a lot more than printed books. Recently, I began to realize that I'm benefitting from my library more and more – and saving more money – because of all the various services they provide. I still occasionally go the library and borrow a printed book. But more often, I'm using my library in different ways:...

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