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

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

Reviewing Your Retirement Plan
Financial Wellness 101Retirement Planning

Reviewing Your Retirement Plan

The days when companies would provide pensions for their employees are rapidly dwindling. Today, workers are primarily responsible for saving enough money for their retirements. The good news? Workers can

Teaching Your Children about Gift Buying
Financial Wellness 101Kids & Money

Teaching Your Children about Gift Buying

It’s natural for your children to be eager to open their presents on Christmas, but it might not come as naturally for them to want to give gifts to others.

Raising Financially Literate Children
Financial Wellness 101Kids & Money

Raising Financially Literate Children

As a parent, you have probably had a child plead with you to buy something for them when you are in a store. Moreover, when told “no,” those pleas might

Cutting through Retirement Planning noise
Financial Wellness 101Retirement Planning

Cutting Through All The Retirement Planning Noise!

What Can You Do to Make Sure Your Financial Plan Works for You? There are so many opinions out there as to what people should and should not do. “Never