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
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
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
Jul, 08 2024
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
Jul, 01 2024
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
Jun, 05 2024
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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
May, 30 2024
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
May, 23 2024
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
May, 22 2024
Essential Guide to Estate Planning for Veterans: Protecting Your Legacy
“Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different.” — Patrick Foley As a veteran, tailoring an estate plan
May, 13 2024