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

Boosting Your FICO Score
Financial Wellness 101Investment Strategies

Boosting Your FICO Score

According to Forbes, considerably more people are embarrassed to admit their credit scores than their weight (30 percent compared to 12 percent). With about a third of Americans qualifying as

Financial To Do List when you move
Financial Wellness 101Lifestyle & Wellness

A Financial “To-Do List” When You Move

Moving is one of life’s most stressful events. What with organizing your belongings and packing them up, as well as sorting out the general moving logistics, it is no wonder

How Much Do You Need to Retire?
Financial Wellness 101Retirement Planning

How Much Do You Need to Retire?

Most people know that you need to save money for retirement. However, how many people know how much money they need to save? Do you? According to the 2020 Retirement

Retirement Planning Mistakes to Avoid
Financial Wellness 101Retirement Planning

Retirement Planning Mistakes to Avoid

A strong economy, coupled with a rising stock market provided for steady increases in the average 401(k) account between 2010 and 2020. Those balances stayed relatively steady in 2020 according

Important Retirement Savings Milestones
Financial Wellness 101Retirement Planning

Important Retirement Savings Milestones

When it comes to your money, one of the most important decisions you will make is how you go about saving for retirement. It can also be one of the

Measuring the cost of living
Financial Wellness 101

Measuring the Cost of Living

Understanding the cost of living in an area can help you determine the amount of money necessary to cover basic living expenses. It can also describe the amount of money

Types of Retirement Plans
Financial Wellness 101Retirement Planning

Types of Retirement Plans

Long gone are the days when most companies provided a pension plan for their employees. Today, employees are primarily responsible for saving their dollars for retirement. This is an important

Taking Your Retirement Plan with You
Financial Wellness 101Retirement Planning

Taking Your Retirement Plan with You

You’ve found a new job and are leaving your old company. This is good news. The salary is higher than your old job; the work is more interesting and the