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
How to Celebrate Your Employees: National Employee Appreciation Day
“To win in the marketplace, you must first win in the workplace.” – Doug Conant National Employee Appreciation Day 2024 falls on the first Friday in March. It’s a day
Mar, 11 2024
Leverage Debt to Build Wealth: Navigating Debt Awareness Week on March 18th
“The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.” – John Templeton Dive into Debt Awareness
Mar, 08 2024
Empowering Your Future: The Benefits of Global Money Week for Financial Education
“The goal isn’t more money. The goal is living life on your terms.” – Chris Brogan Global Money Week is almost here, and it can help you transform your approach
Mar, 04 2024
History-Makers to Game-Changers: Women Transforming Finance
“Financial independence is the new empowerment for women. It’s not about having wealth; it’s about having the confidence to make your own choices.” – Suze Orman, Personal Finance Expert In
Mar, 01 2024
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Retirement Readiness: Balancing Debt Repayment with Retirement Savings
As you approach the golden years of retirement, it’s common to scrutinize your finances and wonder if you’ve saved enough. Among those nearing this pivotal transition, we often hear concerns
Feb, 22 2024
Mastering the Art of Living a Luxurious Life on Any Budget
“Luxury is anything that feels special. I mean, it can be a moment, it can be a walk on the beach, it could be a kiss from your child, or
Feb, 21 2024
Tune In: Erik Sussman, Founder of The Institute of Financial Wellness Coming Up on Fox Business
NEW YORK – – – –Erik Sussman CLU®, ChFC®, CFP®, is the CEO and Co-founder of The Institute of Financial Wellness, the most comprehensive multi-media network for financial education, resources,
Feb, 19 2024
Boost Your Retirement Savings & Increase Your Retirement Income
If you’re behind on saving for retirement, don’t worry – there are steps you can take to get further ahead. The appropriate measures will depend on factors such as your
Jan, 18 2024