Planswell

It’s not always the big financial missteps or the bad investment decisions that sting the most. Often, it’s the things they didn’t do—the conversations that didn’t happen, the planning that came too late, or the opportunities they let pass by. planswell.com/blog/the-5-big…

If someone gifted you $1,000 today, how would you use it?

Retiring on a cruise ship: an impossible pipe dream that only the wealthiest could ever possibly afford, right? Not necessarily. planswell.com/blog/how-to-re…

Even though most of our furry friends don't work for a living wage, they can teach you a few things about wealth. planswell.com/blog/basic-mon…

What is your favorite affordable hobby?

Ideally, retirement savings should begin early in one’s career, but life circumstances often lead individuals to start their retirement planning much later. Here are our tips on how to catch up from a late start. planswell.com/blog/planning-…

Did you know, in Canada, if you bought a home in 2023 you can claim up to a $10,000 tax credit? *Queue the #Saltburn ending re-enactment*

We're in the middle of tax season, so it's the perfect time to bring up how to increase the money Uncle Sam owes you. planswell.com/blog/tips-to-m…

The average cost for a one-week vacation in 2023 was $1,919 per person. How much are you budgeting for a vacation this year?

Would you like to retire some day and not have to worry about whether you’ll have enough to live on? Here are our five tips to help you get your financial house in order — now and in the long run. planswell.com/blog/5-financi…

Imagine waking up to the sound of waves in a beach town in Mexico or sipping on a fine wine in the French countryside. Becoming an expat after years of hard work seems like the perfect way to enjoy the golden years. Here's our guide on retiring abroad. planswell.com/blog/how-to-be…

Designed to bring peace of mind to your family in your absence. However, not all life insurance policies are created equal. planswell.com/blog/is-life-i…

Do you love salmon? 🍣 How about pristine mountain ranges? 🏔️ Do you prefer the cold? ❄️Alaska's rugged beauty just might be the perfect backdrop for your retirement. hubs.ly/Q024t1n10

Just because they call it the Volunteer State, doesn't mean you can't relax and enjoy your retirement there. If you're wondering how, check out our guide! hubs.li/Q024sY580

Are you close to retiring or know someone who is? Here are 50 funny quotes about retirement you can write in their card (or your own)! hubs.li/Q024t19F0

They say the grass is always greener on the other side. In Vermont, even the mountains are green! Check out our snappy guide to retiring in the Green Mountain state. hubs.li/Q024sZ020

Idaho has a LOT more going on than potato farming—they don't call it the gem state for nothing! Check out our guide to all things Idaho retirement. hubs.li/Q024sYx-0

Looking to spend your golden years surrounded by literal gold? If you've got the funds to afford it, you're not going to want to skip these luxury retirement communities. hubs.li/Q024sZj10

Got your eye on retiring in Big Sky Country? ☁️We can see why! Check out our quick Montana retirement guide. hubs.li/Q024sPT-0

🚑Healthcare is expensive; an HSA or FSA can help cover those costs. But which is right for you? hubs.li/Q023yfsL0