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: Investment Strategies
Unlocking Retirement Tax Breaks with Qualified Longevity Annuity Contracts (QLAC)
Attention Americans: Starting this year, you now have the opportunity to use up to $200,000 from your retirement accounts to invest in qualified longevity annuity contracts or QLACs. This new
Aug, 09 2023
No Frills, No Fuss: Simple Portfolio & Mutual Funds for Retirement
Do you dream of a worry-free retirement with a simple yet effective investment portfolio that generates income and grows over time? If so, you’re in the right place! This comprehensive
Aug, 05 2023
Beat Inflation with Annuities: How to Get Started Right Now No Matter Your Age
In today’s uncertain economic climate, securing a stable income during retirement has become more important than ever. With inflation on the rise, it’s crucial to find strategies that can help
Jul, 12 2023
Estate Planning Mistakes to Avoid for a Stress-free & Wealthy Retirement
Planning for retirement is a critical aspect of financial security, and retirement and estate planning plays a vital role in ensuring a stress-free and wealthy retirement. A well-thought-out estate plan
Jul, 08 2023
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What You Can Do To Protect Your Retirement By Battling Inflation
Inflation can be a sneaky villain, trying to steal away your retirement savings without you even noticing. But don’t worry – there are ways that savvy savers like yourself can
Jan, 24 2023
What is a Profit-Sharing Plan?
While choosing from the various kinds of retirement plans available, an employer or a company can choose a profit-sharing plan to provide retirement benefits for its employees. What is a Profit-Sharing Plan?
Jun, 28 2022
Managing Your Child Care Expenses
Most people preparing for their first baby are shocked and even dismayed to learn just how high childcare costs can be. According to Care.com’s 2021 Cost of Care survey, weekly
Apr, 13 2022
Buying vs Renting a Home
Does it make more sense to rent than to buy? That has been a long-running debate in this country. However, the question is flawed: There is no correct answer. There
Apr, 13 2022