Where is Your Money Taking You?
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Posts — Category: Financial Wellness 101
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
Securing Your Future: 6 Strategies to Avoid Forced Retirement
As retirement approaches, many individuals envision a smooth transition into their golden years, enjoying the fruits of their labor. However, unforeseen circumstances or shifts in the economy can sometimes force
Apr, 25 2024
Retirement Tax Planning Literacy: Maximizing Savings & Minimizing Liabilities
“Retirement is when you stop living at work and start working at living.” – Author Unknown Retirement should reward you, not tax you heavily. That is why you need to
Apr, 24 2024
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A Larger Social Security Increase Next Year May Have Unintended Consequences!
The annual Social Security cost-of-living adjustment (COLA), announcement is just four months away. But it’s not too soon to begin reading the signs to mentally prepare for what could be
Apr, 16 2024
Mind the GAP: How to Protect Your Assets Against Loans
“The best time to start saving for retirement is when you’re young. The second best time is today.” – Chris Hogan Are you considering guaranteed asset protection (GAP) insurance for
Apr, 15 2024
Investing in Oil & Gas: A Wealthy Building Strategy
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki
Mar, 20 2024
Leading the Bull: Women’s Empowerment and Influence in Financial Leadership
“Don’t be intimidated by what you don’t know. That can be your greatest strength and ensure that you do things differently from everyone else.” – Sara Blakely, Founder of Spanx
Mar, 18 2024