Where is Your Money Taking You?
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Posts — Category: Financial Wellness 101
Tax Strategies During a Recession: Maximizing Deductions and Credits
In the midst of economic turbulence, mastering tax strategies can turn uncertainty into opportunity! Imagine navigating a recession with a game plan that not only shields your finances but also
Sep, 27 2024
Hispanic Heritage Month: Financial Wellness and the Spirit of Hard Work
Hispanic Heritage Month, celebrated from September 15 to October 15, honors the rich heritage and contributions of Hispanic and Latino Americans. Commencing on September 15th, this month we recognize the
Sep, 13 2024
Maximizing Your Retirement: The Role of Liquid Assets & Investments
Are you planning for retirement? Or maybe you need cash fast for an unexpected opportunity? Liquid assets just might be your perfect solution. Let me explain, liquid assets, like cash
Aug, 28 2024
Boost Your Wealth with Investment Plans: DRIP Investing vs. Traditional Dividend Investing
Wondering what a dividend reinvestment plan can do for your financial future? This article will explore the basics of DRIPs, how they work, and how they stack up against traditional
Aug, 23 2024
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I’m Retiring in 5 Years – What Should I Be Doing Right Now?
“Retirement is a time to look back with admiration and a time to look forward with anticipation.” -Unknown Are you retiring in 5 years? It’s time to get serious advice
Jul, 31 2024
The Difference Between Your Retirement Score and Your Credit Score
“You are never too old to set another goal or to dream a new dream.” -C.S. Lewis The retirement score and the credit score. What is really the difference? Let’s
Jul, 29 2024
How Much Cash Should I Have on Hand Before Retirement?
“Wealth is the ability to truly experience life. Being rich isn’t about owning things; it’s about being able to do things and enjoy experiences.” -Jim Rohn “How much cash should
Jul, 22 2024
How Much Should You Have Saved for Retirement by Now? (Ages 45, 50, or 60)
“Retirement is wonderful if you have two essentials – much to live on and much to live for.” -Unknown We are sure you have already asked yourself the question, “How
Jul, 12 2024