Where is Your Money Taking You?


Learn how to make your money work for you. Discover tips and insights for smarter financial decisions that lead to a secure and happy retirement. Start planning for the retirement of your dreams!

Gen x and the path to penalty free withdrawals
Retirement PlanningTax Planning

Retirement Funds Alert: Gen Xers and the Path to Penalty-Free Withdrawals

As Generation X approaches key age milestones, many are discovering that they can access their retirement funds without incurring penalties. At ages 59 1⁄2 for traditional IRAs and 55 for

Are Money Markets Safe for Retirement
Investment StrategiesRetirement Planning

Are Money Market Funds Safe for Retirement? The Truth Big Banks Won’t Tell You

“A wise person should have money in their head, but not in their heart.” -Jonathan Swift Are money market funds safe? Will they increase my retirement score? In most cases,

Retiring early & comfortably
Longevity & The FutureRetirement Planning

They Say Millennials Are Lazy? Prove Them Right By Retiring Early & Comfortably

“Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make so you can give money back and have money to invest. You can’t win

How much does Gen X need to retire comfortably
Retirement Planning

Calculating Retirement: How Much Does Gen X Need to Retire Comfortably?

“Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different.” — Patrick Foley As a Gen Xer, knowing “how much

Lucrative Markets for International Investing in 2024
Investment StrategiesRetirement Planning

Let’s Go Global: Top 7 Lucrative Markets for International Investing in 2024

“Retirement: When you stop living at work and start working at living.” — Unknown Consider international investing for your portfolio in 2024? Buckle up because we are about to unveil

Ensuring safe Retirement
Longevity & The FutureRetirement Planning

Ensuring a Safe Retirement: Navigating the Challenges of Long-Term Care

“The purpose of life is to live it, to taste experience to the utmost, to reach out eagerly and without fear for newer and richer experience.” – Eleanor Roosevelt How

The best small business IRA plans
Investment StrategiesRetirement Planning

Dadpreneurs: Choosing the Best Small Business IRA Plans

“Enjoy the little things in life, for one day you may look back and realize they were the big things.” – Robert Brault Are you a dadpreneur who is a

Credit Rating vs Credit Score Explained
Financial Wellness 101Longevity & The Future

Understanding the Difference: Credit Rating vs Credit Score Explained

“Retirement means giving yourself permission to do nothing at all and not feeling guilty about it.” — Unknown Confused about whether credit rating vs credit score matters to you? Simply