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Plan Well, Retire Well

Saving and investing your money

You Too Can Write Achievable Resolutions

I just came home from traveling over the holidays with my family, and now have a little bit of quiet time (as in 15 minutes here or there!) to reflect on 2011 and how I want to improve my well-being in 2012. This is the time of year I often try to set resolutions for myself. And, while I don't always achieve them, over the years I have found that a few tried-and-true strategies increases the od...

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marginal tax rates color slide

What's Your Income Tax Bracket?

"I'm in the 15% tax bracket." Most taxpayers have heard those words – you may have even said them – but most people don't really know what it means. As a result, they believe comments like this: "I got a teeny little raise. It put me in a higher tax bracket, and the increase in my income taxes was bigger than the raise." That's a myth. Here's why. Take a look at the...

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Is that email from the IRS for real?

Feeling frazzled with the holiday buzz? Now is an especially important time to be on your guard against scams and fraud. For example, I've received several emails lately claiming to be from the IRS. However, the IRS will NOT send you an email to request personal or financial information. If you receive an email claiming to be from the IRS that contains a request for personal information...

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Oh no! Just how much did I spend?

Have you ever started wrapping your holiday presents and realized that you bought two presents for one sister and none for your other sister? Or, how about the time you bought the same book (or CD or game) for your niece two years in a row? And, by the end of the holiday season do you really know how much you've spent OR is it all a holiday blur? The days seem to fly by during the holid...

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Deductible Expenses: Bah, Humbug!

Contrary to all the news items with tips for maximizing your income tax deductions for 2011, I'm a bit of a Scrooge on the subject. Here's why: you may not be getting the tax benefits you think you are . There are several reasons that you might not get the tax benefit you expect: 1) Your itemized deductions, (the ones claimed on...

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