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!

Empowering Gen X
Retirement PlanningSavings Strategies

Empowering Gen X: Proven Strategies for Retirement Readiness

“Gen X is the bridge between two powerful generations, the Boomers and the Millennials. We are the grounding force, the stabilizers, and the silent heroes of resilience and adaptability.” –

How Much You Need to Retire
Longevity & The FutureRetirement Planning

Crack the Retirement Code: Discover How Much You Need to Retire Comfortably

“Life is only as comfortable as your mindset; happiness is not about having everything, but making the best of what you have.” – Unknown Retirement planning is essential to turning

Inflation affects Retirement Savings
Longevity & The FutureRetirement Planning

Navigating Your Golden Years: Understanding How Does Inflation Affect Retirement Savings

“Retirement is not the end of the road. It’s a new beginning, a chance to write a new chapter in your life’s book.” – Unknown Imagine being on a treadmill,

Tax Planning for Retirees
Retirement PlanningTax Planning

2023 December Decisions: Year-End Effective Tax Planning for Retirees

“Every task, goal, race and year comes to an end…therefore, make it a habit to FINISH STRONG.” -Gary Ryan Blair. As the year draws to a close and the holiday

IRA Deadlines 2023
Financial Wellness 101Investment Strategies

Santa’s Sack: Filling Your IRA As the Year Ends & Deadlines 2023

“As the year draws to a close, it’s not just an ending; it’s a new beginning. Embrace the possibilities, cherish the memories, and welcome the adventures that lie ahead.” –

Retirement PlanningSavings Strategies

Crucial Retirement Plan Updates for 2024: A Must-Know Guide

In late 2022, the SECURE Act 2.0 brought forth over 90 rule changes that willrevolutionize IRAs and qualified retirement plans. These changes will beimplemented gradually over the next few years.

Real Estate in Retirement
Estate PlanningInvestment Strategies

How to Use Your Real Estate in Retirement

“Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the

Generate Retirement Income
Investment StrategiesRetirement Planning

How to Generate Retirement Income: A Comprehensive Guide

Say goodbye to those late nights of worrying about your retirement funds and start planning for a comfortable lifestyle with secure income streams. This guide will equip you with the