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!
Posts — Category: Financial Wellness 101
Your 401(k) & IRA Are Likely At An All-Time High!
According to Fidelity both 2021 401k’s and IRA balances are at all-time highs! This is greatnews, despite the pandemic, economic challenges, and recent market turbulence, your 401(k) isright now likely
Feb, 21 2022
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
Feb, 21 2022
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
Feb, 21 2022
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.
Feb, 18 2022
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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
Feb, 16 2022
Real Stories, People, & Life
Nelsie Farnacio contacted the Institute of Financial Wellness for the same reason as many other Americans: she was waking up at night worrying about running out of money in retirement.
Feb, 10 2022
Real Stories, People, & Life
Byron Hazley never felt he had a solid financial plan, but when his wife passed away, the 66-year-old healthcare management executive felt he could wait no more. For years, the
Jan, 07 2022
How Cost of Living Adjustments are Calculated
When you file for Social Security benefits or Supplemental Security Income (SSI), your lifetime earnings are used to determine the amount of your monthly retirement benefit. However, this number is not static
Dec, 21 2021