Where is Your Money Taking You?


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Posts — Category: Financial Wellness 101

Global Money Week
Financial Wellness 101

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

History makers to game changers
Financial Wellness 101

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

Retirement Readiness
Financial Wellness 101Savings Strategies

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

Living a Luxurious Life on Any Budget
Financial Wellness 101Lifestyle & Wellness

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

Financial Wellness 101

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,

Boost Retirement Savings
Financial Wellness 101Retirement Planning

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

Retirement Account Balances
Financial Wellness 101Retirement Planning

Retirement Account Balances Soar to New Highs in 2023, but Pose a Dilemma for Retirees

As the stock market continues to surge, retirement account balances have reached unprecedented levels. However, for retirees who depend on these funds, this presents a mixed blessing. A key factor

Financial New Years Resolutions
Financial Wellness 101Investment Strategies

10 Financial New Years Resolutions

“New Year = A New Life! Decide today who you will become, what you will give how you will live.” –Anthony Robbins Think of your financial New Year’s resolutions as