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Posts — Category: Financial Wellness 101

Have you saved enough for retirement
Financial Wellness 101Retirement Planning

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

Difference between retirement ages
Financial Wellness 101Retirement Planning

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

Assess Retirement Income Needs
Financial Wellness 101Retirement Planning

How to Assess Your Retirement Income Needs Accurately

“Wealth is the ability to fully experience life.” -Henry David Thoreau If you’re beginning to think about retirement, then you may already be wondering what your retirement income needs will

Increase tax savings owning rural land
Estate PlanningFinancial Wellness 101

How Owning Rural Land Helps The Wealthy Increase Tax Savings

“Wealth is the product of man’s capacity to think.” -Ayn Rand Did you know that there are land investments with tax benefits? That’s right, and they may be the opportunity

Build a sustainable retirement nest
Estate PlanningFinancial Wellness 101

Eco-Conscious Real Estate: Building a Sustainable Green Retirement Nest Egg

“The purpose of life is to live it, to taste experience to the utmost, to reach out eagerly and without fear for newer and richer experience.” – Eleanor Roosevelt Green

Controversial new retirement rule
Financial Wellness 101Retirement Planning

A Controversial New Retirement Rule

Navigating retirement savings can be daunting, especially when seeking professional financial advice. With a myriad of professionals like certified financial planners and investment advisers, it’s crucial to know the rules

Four phases of Retirement
Financial Wellness 101Retirement Planning

Navigating The Four Phases of Retirement

As you approach one of life’s most significant milestones, it’s essential to understand the different phases of retirement to ensure a smooth and fulfilling transition. Retirement isn’t a single event

Credit Rating vs Credit Score Explained
Financial Wellness 101Longevity & The Future

Understanding the Difference: Credit Rating vs Credit Score Explained

“Retirement means giving yourself permission to do nothing at all and not feeling guilty about it.” — Unknown Confused about whether credit rating vs credit score matters to you? Simply