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
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
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
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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
Becoming Financially Independent
Financial freedom often begins by becoming financially independent. Many people do not realize how financially dependent they’ve grown or how easy it is to find oneself there. Some people never
Dec, 21 2021
Savings vs. Money Market Accounts
Some financial decisions are harder than others. Should you apply for a 15-year or 30-year fixed-rate mortgage loan? Should you purchase a new car or a used one? Will going
Dec, 20 2021
Starting a Budget
You know you need a budget. Your household is spending money faster than it is coming in, making bill-paying a monthly adventure. Will you have enough dollars to pay the
Dec, 20 2021