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!

Build a sustainable retirement nest
Estate PlanningFinancial Wellness 101

Eco-Conscious Real Estate: Building a Sustainable Green Retirement Nest Egg

“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 Green

Maximize Savings
College PlanningInvestment Strategies

Maximize Your Savings: How to Leverage 529 Day for Future Education Costs

“The trouble with retirement is that you never get a day off.” — Abe Lemons Navigating the costs of education? ‘529 day’ might be your opportunity to get ahead. Held

Four phases of Retirement
Financial Wellness 101Retirement Planning

Navigating The Four Phases of Retirement

As you approach one of life’s most significant milestones, it’s essential to understand the different phases of retirement to ensure a smooth and fulfilling transition. Retirement isn’t a single event

National Millionaire Day
Investment StrategiesLongevity & The Future

Celebrate National Be a Millionaire Day with Smart Financial Moves

“Money can’t buy happiness, but it can make life a lot easier when you become a millionaire.” – Unknown Are you curious about ‘National Be a Millionaire Day’? It’s not

Estate planning for Veterans
Estate PlanningFinancial Wellness 101

Essential Guide to Estate Planning for Veterans: Protecting Your Legacy

“Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different.” — Patrick Foley As a veteran, tailoring an estate plan

Army Retirement Planning
Longevity & The FutureRetirement Planning

Maximizing Benefits: Your Complete Guide to Army Retirement Planning

“Retirement: That’s when you return from work one day and say, ‘Hi, Honey, I’m home—forever.'” — Gene Perret Army retirement marks a significant transition that comes with a unique set

Teacher Retirement Systems
Investment StrategiesRetirement Planning

Maximizing Benefits: A Comprehensive Guide to Teacher Retirement Systems

-“Retirement: World’s longest coffee break.” – Author Unknown Are you an educator approaching retirement or planning for your future? Understanding teacher retirement systems is vital to maximizing your benefits and

Financial Literacy for Mitigating Challenges
Longevity & The FutureRetirement Planning

Retirement Risks: Financial Literacy for Mitigating Challenges

“The only way you will ever permanently take control of your financial life is to dig deep and fix the root problem.” – Suze Orman When you approach retirement, the