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
15-Year vs 30-Year Mortgages
What makes more sense financially for you, a 15-year fixed-rate mortgage or a 30-year fixed-rate mortgage? Both loan types come with their positives and negatives. So how do you determine which
Mar, 23 2022
Should You Refinance Into a Shorter Term Mortgage?
When mortgage rates are low — and in December 2021, the rate for a 30-year mortgage loan was at 3.26 percent, while the 15-year fixed-rate mortgage loan was at 2.60
Mar, 23 2022
Home Affordability
You are ready to make the jump from renting to buying a home. That is good news. Buying a home today is more affordable than it has been in decades.
Mar, 21 2022
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
Don't miss out on our retirement planning insights
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
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