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Plan Well, Retire Well

Saving and investing your money

How long should I keep financial documents and records?

It happens every January. Gyms are filled to bursting with people determined to get in shape. Ads for diet plans fill seem to appear during every commercial break. And you're probably vowing to get rid of all that paper that's stacked up around the house. What's OK to throw away? And what's not? Here are some general guidelines that may help. Toss Pay stubs from...

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Time to Check Your Credit Report

How long has it been since you saw a copy of your credit history? If it's been more than a year, it's time to check it again. Your credit report changes constantly, with lenders reporting new information each month. You can get a free copy of your credit report once a year from each of the three credit major bureaus. (Sorry, but you'll have to pay to get your credit score.) To get...

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SaveUp: A New Approach to Reach Saving Goals

Financial New Year's Resolutions are hard to keep. Sometimes we need a little extra something to keep us motivated! I'm excited to introduce a special opportunity to help you with your financial resolutions. America Saves , a national initiative that encourages individuals and families to save money and build pe...

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