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!
Trending Categories: Retirement Planning Tax Planning Savings Strategies Investment Strategies Longevity & The Future
How Much Cash Should I Have on Hand Before Retirement?
“Wealth is the ability to truly experience life. Being rich isn’t about owning things; it’s about being able to do things and enjoy experiences.” -Jim Rohn “How much cash should
Jul, 22 2024
Difference Between Retirement Ages for Boomers, Gen X, and Millennials
“It’s time to enjoy the things you never had time to do when you worked.” -Catherine Pulsifer What are Boomers, Millennials, and Gen X retirement savings like? Who is saving
Jul, 10 2024
Gen X Is Coming Up on an Important Retirement Milestone
Here’s What You Need to Know Members of Generation X are approaching a significant milestone in their retirement planning. Starting July 1, 2024, the eldest members of this generation will
Jul, 04 2024
6 Smart Strategies for Retiring During a Recession: How to Protect Your Future
“The best time to start thinking about your retirement is before the boss does.” — Unknown Is retiring during a recession financially prudent? It’s a tough question many face as
Jun, 26 2024
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9 of the Best-Performing 401(k) Funds for Your Retirement Portfolio
When it comes to saving for retirement, choosing the right 401(k) funds can make all the difference. Over the past decade, these nine funds have consistently delivered impressive returns, helping
Jun, 20 2024
Top 10 Best Performing Stocks 2024: Smart Investments Uncovered for the Summer to Heat Up Your Portfolio
“Retirement is wonderful if you have two essentials—much to live on and much to live for.” — Unknown Looking for the best performing stocks 2024 has to offer? Get straight
Jun, 19 2024
Maximizing Protection: How to Leverage National Insurance Awareness Day for Your Secure Future
“Life is short, and it is up to you to make it sweet.” – Sarah Louise Delany Why does National Insurance Awareness Day matter to you? Occurring annually on June
Jun, 12 2024
Beware the Retirement Savings Tax Trap
Minimizing taxes in retirement is crucial. Many overlook that IRAs and 401(k)s are only tax-deferred, not tax-free. You need a plan to minimize these taxes and keep more of your
Jun, 06 2024