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Plan Well, Retire Well

Saving and investing your money

Driving During the Holiday Weekend? Check out this useful phone app!

I love my smartphone! Why? Because it's like a handy toolbox that can hold lots of useful tools in a small amount of space. Some of the "tools" or apps are ones that I use daily. Others I hope I don't have to use, but I like to have them "just in case." The National Association of Insurance Commissioners (NAIC) has a new mobile application that fits this description: the WreckCheck. Wit...

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Rule of 72 with coin stack

See -- You Do Want to Start Saving Early!

When we save and invest our money for retirement, the money we invest will likely earn a return on investment in the long-term. This return may be from earning interest, dividends, or capital gains from when we sell the investment. The Rule of 72 helps us estimate how time and the rate of return affects our investment. If we divide 72 by the rate of return, we can estimate how l...

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Uncertainty Challenges Financial Planning

The other evening I was juggling dollars and cash flow, and trying to do some financial planning for myself. I realized that I was stumbling because I just didn't know how to predict life. For example, how long will I and my husband live? Just how much are college costs going to add up? I had more questions than answers! I considered giving up on financial planning and then decided that...

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Announcing the Launch of ...

Earlier this summer I did a workshop on using social media for colleagues. Our workshop began at 9:00 a.m., and I started the workshop by asking everyone to think about what they had done BEFORE they arrived. I asked them "what did you tune into since you woke up this morning?" and to please stand up as soon as something I said pertained to them, and then to raise a limb (arm or leg) if...

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Back to School Costs: Stretching Your Dollars

Where did the summer go?  Here it is August and time for back to school supplies!  Back to school time can be an expensive time for families; I know it is for my family. While there's no doubt that children need school supplies, new clothing, and more, some planning ahead may help stretch your dollars. 1) Start by taking an inventory of what you currently have at home a...

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