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Plan Well, Retire Well

Saving and investing your money
holiday shopping tips

Holiday Spending Tips

The holidays are coming up… and with it is the ability to overspend. Whether you're shopping for a few or many, having a plan for the holidays can help. Below are my top 3 holiday spending tips! 1. Use a budget within a budget. Although this seems tedious, having a budget within a budget will help to keep your spending in check. In a normal spending period, you have all of your...

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Venn diagram

Do I need a will if I have named beneficiaries on most of my assets?

After my recent post about mistakes people make about naming beneficiaries – and the unintended outcomes that result – I received this question from a reader: If our beneficiaries are in place, is a will still important for transferal of things? In what areas and ways? Does it speed up the process or limit lawyer ent...

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medical-563427 1280

Health Insurance Helps Protect Our Financial Security

Sometimes we spend money on fun things and sometimes we spend money on things we need or to protect our future financial security. Paying for health insurance falls under the category of needed, but not fun. We buy health insurance to protect ourselves from unknown financial risk. While we can't predict our future health needs, we can use insurance to protect our finances in case we hav...

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