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Plan Well, Retire Well

Saving and investing your money
found money

Found Money

Have you ever noticed that as soon as you have a good chunk of money saved, things happen that cause you to spend it? I started this day excited. I checked my banking accounts to find that my income tax refund check had been deposited overnight.  While I advocate that people not use the federal government as a savings account and to adjust withholding to get more money in each paycheck. This ye...

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Child and Dependent Care Credit – for Summer Camp Costs

Now that school's almost out, do you have plans for child care? The cost of child care during the summer can be quite the budget-buster! However, you may be able to cut the costs if you can use the Child and Dependent Care Credit. If you're sending them to summer camp, did you know that the money you pay for that may help you qualify for a tax credit on next year's tax return?...

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Dear Young Friend: IRAs Offer Tax Breaks on Your Long Term Money

Dear Karen, You mentioned that putting my long term savings into an IRA could save me some money on income taxes. How would that work? Your Young Friend ________________ Dear Young Friend,...

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Sasha Learns: How to Buy a House - The Hunt

So far in this series we've talked about renting verses buying, credit, and finding a realtor. Today's blog post will be slightly more fun as we'll briefly talk about the pre-approval process and the house hunt!! The Pre-Approval Process Getting pre-approved is an important step in buying a house. It gives you a dollar amount that you shouldn't go over as well a...

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