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

Boosting Your FICO Score
Financial Wellness 101Investment Strategies

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

What is a life settlement
InsuranceInvestment Strategies

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

Catching Up Strategies for Retirement
Investment StrategiesRetirement Planning

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

The Basic Principles of Retirement Planning
Investment StrategiesRetirement Planning

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

Retirement Planning Checklist
Investment StrategiesRetirement Planning

Retirement Planning Checklist

The Employee Benefit Research Institute’s April 2020 Retirement Confidence Survey reports that 7 in 10 workers are confident in their ability to live comfortably in retirement. A big part of

Should You Withdraw Funds from Your 401
Investment StrategiesRetirement Planning

Should You Withdraw Funds from Your 401(k)?

For many people nearing retirement age, their 401(k) account is their biggest asset. It represents many years of contributions, along with the earnings these contributions have generated from investments over

What is Term Insurance Good For Anyway
InsuranceInvestment Strategies

What is Term Insurance Good For Anyway?

Life is busy, money can be tight, but you can still protect those you love most.  The good news is Term Life Insurance provides an inexpensive way to make sure

Permanent Life Insurance
InsuranceInvestment Strategies

Facts You Need to Know About Permanent Life Insurance

Be mindful of the messenger that positions certain products or services as “always” bad or “always” perfect.  The fact of the matter is there are no “bad products” or “perfect