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
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
Jan, 11 2024
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
Dec, 28 2023
Santa’s Sack: Filling Your IRA As the Year Ends & Deadlines 2023
“As the year draws to a close, it’s not just an ending; it’s a new beginning. Embrace the possibilities, cherish the memories, and welcome the adventures that lie ahead.” –
Dec, 22 2023
Frosty Funds: Is a Winter Vacation Rental Right for You?
Escape the hustle and bustle of city life with a cozy winter rental, offering an extended stay in a picturesque snow-covered landscape. “Buy land, they’re not making it anymore.” -Mark
Dec, 13 2023
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Maximizing Your Social Security Benefits
When it comes to planning for retirement, one of the most impactful decisions you’ll make is when to start taking your Social Security benefits. There are important factors to consider
Nov, 21 2023
How to Diversify Your Retirement Portfolio
The old saying goes “Don’t put all your eggs in one basket”. Well portfolio diversification is the investment strategy version of that quote. Sure we’ve all heard retirement planners discuss
Nov, 06 2023
What’s YOUR Retirement Score and How Can You Boost It?
Everyone knows and cares about their credit score, and rightly so. But how many people know about “The Retirement Score”? And just like a credit score…once you know your Retirement
Nov, 03 2023
Are Your Financial Decisions Making Sense for You?
When it comes to making financial decisions, we often hear the question, “Does it make sense?” However, there are a couple of issues with this approach. First, it’s the wrong
Oct, 26 2023