Well Planned Financial, LLC

02/07/2023

“It only seems impossible until it’s done.”

Nelson Mandela

08/03/2022

Thank you Sarah Lynch and Sam Staebell Bosserman for telling us about Queen City Mischief & Magic. Being held on September 24 and 25 this year!

10/09/2020

There is nothing more rewarding than seeing your hard work pay off. If you have the motivation to get started, do it now before the momentum slows down.

10/08/2020

Having strong time management skills can create a positive impact on all aspects of your life. You’ll feel less stress, more at ease, and greater confidence that you can handle anything that comes your way.

Adopting strong time management skills can help you accomplish your goals and make you feel better about yourself and your life.

10/08/2020

Do you wish you had someone you could turn to for financial advice who works for your best interests rather than trying to earn a big commission? Well-Planned Financial, LLC is a fee-only financial advisory firm. We're your financial ally regardless of your age or assets.

10/07/2020

Here are 3 Social Security strategies to employ when you're single:
Read here:

While your retirement savings might eventually run out, Social Security will continue to pay you a monthly benefit for as long as you live.

10/06/2020

Taking the necessary steps towards having a debt-free life takes hard work. But it is a huge accomplishment that you can be proud of and will also allow you to live life with freedom to make the choices you want.

Getting out of debt is a huge accomplishment and one that should make you proud. Once you become debt-free, you can start living life differently.

10/05/2020

These mistakes will take a huge bite out of your Social Security income. Read more here:

If you plan to rely on Social Security as a major source of retirement income, steer clear of the following mistakes.

10/02/2020

While fear is a powerful motivator, there is a threshold where it becomes inhibiting. Make sure you keep it in check so that it doesn't overcome you.

10/01/2020

Women may have greater earning potential than ever these days, but there are still specific challenges that await us in retirement. Be proactive and educate yourself on how to prepare for future financial success.

Women are making great strides when it comes to earning power, but face unique issues that must be taken into consideration when it comes to retirement.

10/01/2020

At Well-Planned Financial, LLC, we provide financial education and financial coaching services to Gen X and Millennial professionals. We’re a fee-only financial advisory firm that helps when you want an advocate on your side and accountability in your corner.

10/01/2020

October is National Cyber Security Awareness Month. Take a few crucial moments this month to learn the latest tips on how you can protect your personal information online. You'll be glad you did!