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!

4% Rule in Retirement
Investment StrategiesRetirement Planning

Is the 4% Rule in Retirement Still Relevant With High Inflation?

Many soon-to-be retirees are questioning if the 4% Rule is still a relevant strategy for retirement income in an environment of high inflation. Amidst this economic uncertainty, some advisors suggest

Have you saved enough for retirement
Financial Wellness 101Retirement Planning

How Much Should You Have Saved for Retirement by Now? (Ages 45, 50, or 60)

“Retirement is wonderful if you have two essentials – much to live on and much to live for.” -Unknown We are sure you have already asked yourself the question, “How

Mastering Asset Allocation: Your Essential Guide on How to Diversify Portfolio
Investment Strategies

Mastering Asset Allocation: Your Essential Guide on How to Diversify Portfolio

Mastering Asset Allocation: Your Essential Guide on How to Diversify Portfolio “Don’t put all your eggs in one basket. Diversify.” – Unknown Unlock the secret to portfolio success! Don’t know

Retirement Planning

What Can You Do NOW for the Social Security & Medicare Retirement Crisis Ahead?

As the clock ticks forward, the twin pillars of many Americans’ retirement plans—Social Security and Medicare—are standing on shaky ground. It’s a looming crisis that could disrupt the financial serenity

Extend Your Retirement Budget with the Gig Economy
Retirement PlanningSavings Strategies

Extend Your Retirement Budget with the Gig Economy

Retirement savings need to last longer than ever. The good news is that retirees are not only living longer; they are also leading happier, more active, and energetic lifestyles than

Selling a Home That is Financially Underwater
Financial Wellness 101Lifestyle & Wellness

Selling a Home That is Financially Underwater

Being underwater on your mortgage does not refer to having a flooded home. Instead, it means that your current debt on the house is higher than the current value of your home.

Managing Your Child Care Expenses
Financial Wellness 101Investment StrategiesKids & Money

Managing Your Child Care Expenses

Most people preparing for their first baby are shocked and even dismayed to learn just how high childcare costs can be. According to Care.com’s 2021 Cost of Care survey, weekly

Financial Home Buying Obligations
Estate PlanningFinancial Wellness 101Retirement Planning

Additional Financial Home Buying Obligations

You have found your dream home in the perfect neighborhood for you and your family. You have even determined that you will be able to afford the monthly mortgage payments