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Plan Well, Retire Well

Saving and investing your money

Accumulating Actions: Saving for Retirement Early

During my college years I discovered it to be quite difficult to save for my retirement. As a financial planning student I knew it was something that I absolutely HAD to do. It was deep-rooted in my brain to save early, save often, and you'll have millions of dollars (no guarantees implied!) by the time you are ready to retire. Unfortunately life got in the way of all that, and I promi...

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Death and Taxes

Probably everyone has heard the saying, Nothing is certain but death and taxes. Based on my experience since the death of my father, I would say that income taxes are even more certain (or at least more persistent) than death. Why? Because income tax liabilities (and the responsibility to file) continue even after death. It just becomes someone else's responsibility. When my father pass...

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The Tricky Business of Measuring Financial Knowledge

Many times when I read a survey that's designed to measure financial knowledge, I come away skeptical. Too often I feel that the survey questions measure financial jargon, rather than measuring useful knowledge or financial literacy. The FINRA Foundation's Financial Capability Sur...

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Moving forward with the Plan Well, Retire Well blog

If you are one of our regular readers, you've likely noticed a fair amount of change in our blog in the last year or so. I am very happy to report that we are moving forward now. In January 2008 we launched the Plan Well, Retire Well: Saving and investing your money blog. In our...

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