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
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
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Boosting Your FICO Score
According to Forbes, considerably more people are embarrassed to admit their credit scores than their weight (30 percent compared to 12 percent). With about a third of Americans qualifying as
Dec, 20 2021
What is a life settlement?
A life settlement is the sale of an existing insurance policy on the secondary market for a one-time cash payment. This could potentially be a good decision because the payment
Dec, 20 2021
Off to a Late Start? Catching Up Strategies for Retirement
You did not begin saving for retirement early enough. Now you are in your 40s or 50s, and you’ve barely saved anything for your post-work years. Fortunately, you can take
Dec, 17 2021
The Basic Principles of Retirement Planning
Are you saving enough for retirement? If you are like most U.S. residents, probably not. The Employee Benefit Research Institute’s January 2020 Retirement Confidence Survey reports that 7 in 10
Dec, 17 2021