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
Employed Again? Do These Things First
As the pandemic continues, unemployment rates have begun to decrease. According to the Bureau of Labor, as of November 2021, the unemployment rate was at 4.2 percent. So, if you
Apr, 12 2022
Fixed Rate vs Adjustable Rate Mortgages
You are ready to apply for a mortgage. Your question? Should you take out a fixed-rate loan or an adjustable rate? As with most mortgage questions, there is no one correct
Mar, 23 2022
15-Year vs 30-Year Mortgages
What makes more sense financially for you, a 15-year fixed-rate mortgage or a 30-year fixed-rate mortgage? Both loan types come with their positives and negatives. So how do you determine which
Mar, 23 2022
Planning Your Retirement Roadmap
Pros of Planning Your Retirement Roadmap Retirement is an exciting time for those that are exiting the workforce and looking forward to spending quality time with their families and loved
Feb, 24 2022
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3 Criticle Things We Need To Discuss With You About Social Security
This week’s wisdom is focused on Social Security. We are going to discuss three critical things about Social Security. First, when should you actually take it? Second, What are the rules
Feb, 22 2022
Retirement Account Withdrawal Strategies
Like most things in life, retirement fund withdrawals should be carefully planned to maximize your assets and get the most mileage from your retirement funds. Of course, the first act
Dec, 21 2021
An Overview of 529 Plans
As families invest their savings in preparation for their children’s future K-12 or college tuition and expenses, 529 college savings plans can provide various tax and financial benefits. These benefits
Dec, 21 2021
Good Debt, Bad Debt
When people hear the word “debt,” they often think of it as a bad thing or associate negative connotations with it. The truth is, some debt can be good. So,
Dec, 20 2021