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Plan Well, Retire Well

Saving and investing your money
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How to Choose a Financial Professional

We can't be an expert in all topics. That's why we seek help from people who have expertise in areas we don't. Financial professionals can help you explore alternatives and strategies to best manage your finances. People seek help from financial professionals for a variety of reasons, and you likely will have different reasons over your lifetime. You might not have the e...

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Yes, college/career readiness is important, but do they have basic money management skills?

My Summit Experience I recently attended an employer summit that focused on how school districts, school counselors, and employers can collaborate in preparing students for life after high school. Some important highlights of that meeting was providing hands-on, accessible, relevant, and timely education and practical experiences for students. Experiences that are inno...

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A Kitchen Remodel: Excitement and Trepidation

This summer, my husband and I are starting a kitchen remodel project -- yikes! Our house is over 60 years old and the kitchen is desperate for an update. In the next few months, I will blog about our journey – hopefully, this will be helpful to others facing remodeling projects. Home remodeling projects can be scary to start! Since we bought our home, my husband and I have done several...

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Should We Get a Pet?

In April - we released a new podcast track about pets! Camaya and I discuss the lifetime costs of owning a pet, some research surrounding pets, pet insurance, service animals vs support animals, plus some estate planning for pets. There are also tons of personal stories (mostly about cats, but a few dogs as well!) I hope you'll either give us a listen on...

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Eating Out Tips

I worked as a member of a wait/service staff (i.e., a tipped worker) for five different types of food service establishments during my undergraduate years. The tips I received helped pay for my student loan, maintaining my car, housing, and some of my other personal care needs. Even though I wasn't bringing in a lump sum, it all added up. I've also been in the role of the customer in situations...

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What Gift Should I Give

What Gift Should I Give?

Graduation season is coming up soon! Whether it's a high school graduation or college, gift giving season is in full swing come May. According to the National Retail Federation total gift spending last graduation season was expected to reach $5.2 billion. The average perso...

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Let's Help Each Other Prevent Financial Exploitation

Do you have an older relative or friend who has been acting differently with their money lately? For example, are they: fearful or unusually anxious about their finances; wiring money to a new friend or contact; having trouble paying their bills or are making extra withdrawals of money; making abrupt, unexpected changes in their will, insu...

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