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Plan Well, Retire Well

Saving and investing your money
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Not Your Grandfather's Tax Filing System

In the old days, I use to run around town looking for the right tax forms, go through several erasers completing the forms, and then madly race to the post office to mail my tax return by the due date. When I lived in Tucson, one post office stayed open until midnight for procrastinating filers; they even gave you a cookie when they stamped that all-so-important postmark that said you made the...

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Last  Will and testament

Who Gets Your Money When You Die? Maybe Not Who You Think

Who gets your IRA when you pass away – assuming there's still money in it? Who will get your house? Your life insurance payout? Your 401(k)? The answer could be different from what you think. An Example Your will says that your daughter gets all these things. That's how you want all your worldly good to be distributed, so you think everything is fine....

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Follow Up

Follow Up…Talking about Death over Dinner

Prior to Thanksgiving last year, I wrote this post: Talking about Death over [a dead] Turkey . What I didn't know was how timely this post would be in my family's life. You see, my husband's grandma came home from rehabilitation the day before Thanksgiving. The financial educator in me wanted to "practice what I preached." As we were getting r...

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