Planswell
@getplanswell
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Providing the world's most actionable financial planning experience to everyone, for free. Build your free financial plan in 3 minutes via the link below.
Toronto, Ontario
Joined May 2016
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
Retiring can be scary, so we've compiled a list of questions you should ask to help ensure your retirement will be comfortable.
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Retiring on a cruise ship: an impossible pipe dream that only the wealthiest could ever possibly afford, right? Not necessarily.
planswell.com
If cruise ship retirement calls to you, you can make it happen. But is long-term cruising a sustainable lifestyle for you?
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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
Developing basic money management skills will lead to financial success. But where to learn these skills? Your dog is a good starting point.
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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
Retiring can be scary, so we've compiled a list of questions you should ask to help ensure your retirement will be comfortable.
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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*
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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
Were you expecting a larger tax refund than you got? Did you OWE taxes? Want to set yourself up for success next year? Read on, friend.
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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?
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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
Do you want to achieve financial success? Would you like to retire some day? Read on for 5 pieces of financial advice everyone needs.
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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
Why retire in Buffalo when you could spend your golden years sipping sambuca on an Amalfi beach? Is that really an option? Read on.
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Designed to bring peace of mind to your family in your absence. However, not all life insurance policies are created equal. https://t.co/1L4KHMLvNV
planswell.com
Sometimes it feels like everyone wants you to buy life insurance. But should you? We've got thoughts on the subject!
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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. https://t.co/khyAJNLVBU
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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! https://t.co/3C7hoFNMbF
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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)! https://t.co/XnvHcHHvVN
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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. https://t.co/ve9pbWEa3L
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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. https://t.co/wmQHk0JuJC
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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. https://t.co/jHx3pm7cXh
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Got your eye on retiring in Big Sky Country? ☁️We can see why! Check out our quick Montana retirement guide. https://t.co/jsWeaTVA85
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🚑Healthcare is expensive; an HSA or FSA can help cover those costs. But which is right for you? https://t.co/VmLPsQFiPb
planswell.com
Both HSA and FSA accounts offer tax advantages on medical expenses, but which account is best? We've got a breakdown to help you decide.
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