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!

Getting Your Retirement Back on Track
Retirement Planning

Getting Your Retirement Back on Track

The one-two punch dealt by the Great Recession of 2007-2009, followed by economic damage from the COVID-19 pandemic may have done real damage to your retirement savings. It also does not take

Working in Retirement
Lifestyle & WellnessRetirement Planning

Working in Retirement

The traditional view of retirement is changing, and it is changing quickly. For example, retirement was when you could travel or spend long days with your grandchildren. These days, however,

Disputing a Credit Card Transaction
Financial Wellness 101

Disputing a Credit Card Transaction

People rarely carry cash anymore; instead, people typically go cashless and utilize their credit cards. Due to the number of people using credit cards, your credit card information could fall

How Many Credit Cards Should You Have?
Financial Wellness 101

How Many Credit Cards Should You Have?

Figuring out how many credit cards belong in your purse or wallet can give you a headache. But, as new offers keep popping up, it can be tempting to take

Do You Need a Financial Advisor?
Financial Wellness 101Retirement Planning

Do You Need a Financial Advisor?

Everybody wants to spend their money prudently, save it carefully, and invest it to the best of their ability. However, not everyone knows the best way to go about it.

2022 Paycheck Planning
Financial Wellness 101

2022 Paycheck Planning

Another year has come to an end, which means new changes to the Internal Revenue Service (IRS) and Social Security Administration (SSA) guidelines. In tough economic times, you shouldn’t underestimate

Income Tax
Kids & MoneyTax Planning

How Income Taxes Work

The Internal Revenue Service estimates that taxpayers and businesses spend about 8 billion hours a year complying with tax-filing requirements. To put this into perspective, if all this work were

Social Security Survivor Benefits
Estate PlanningRetirement Planning

Social Security Survivor Benefits

No one likes to think about what life will be like for those you love if you are no longer around. However, it is an important part of planning for