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
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
How Does Social Security Impact Your Retirement Score?
How can you make the most of Social Security planning for a healthy retirement score? This article will guide you through retirement planning and Social Security, covering eligibility, retirement planning
Aug, 14 2024
How The Wealthy Navigate the Future of Social Security for a Secure Retirement
The future of Social Security is uncertain, with funds potentially depleting by 2033. What does this mean for your retirement score? This article examines the possible changes, impacts on different
Aug, 09 2024
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
Don't miss out on our retirement planning insights
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
Difference Between Retirement Ages for Boomers, Gen X, and Millennials
“It’s time to enjoy the things you never had time to do when you worked.” -Catherine Pulsifer What are Boomers, Millennials, and Gen X retirement savings like? Who is saving
Jul, 10 2024