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Plan Well, Retire Well

Saving and investing your money
how insurance saved the day!

Lost my Wedding Ring! How insurance saved the day!

Last August, I lost something very important to me – my wedding ring! I took it off to wash the dishes and when I went to find it the next morning, it was gone. I searched my trash can, recycle bins as well as all through the house. At first, I was really upset until I remember that we had insured it! Insuring personal property isn't hard, but you have to remember to do it. Sometimes it...

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1040 2017 NOT VALID FOR 2018

How will the Tax Cuts and Jobs Act of 2017 affect you? Check this head-to-head, line-by-line comparison of your 2017 and 2018 tax returns

As you're filling out your 2017 tax return, take the opportunity to think about how the new tax law will impact you for 2018 and beyond. To help, I've put together a list of the changes, organized by line number on the 1040 and Schedule A (Itemized Deductions). If you file the 1040A or 1040 EZ, your lines numbers will be different. There's been a lot in the news about the changes, but i...

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Invest in Your Future!

Happy New Year 2018! The New Year offers opportunities for a fresh start and new resolutions. As you reflect on possibilities, I encourage you to include investing in your personal finance as a high priority for 2018. We choose to do many things with our time and energy, and it's easy to let our finances become "another day" activity; however, time spent today will reap many benefits in the fut...

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