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
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
Dec, 17 2021
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
Dec, 17 2021
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
Dec, 13 2021
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
Nov, 22 2021
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8 Things To Know About Annuities
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
Nov, 13 2021
What to Look for in a Long-Term Care Policy
Long-Term Care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies. What types of facilities
Nov, 10 2021
Term vs. Permanent Life Insurance
According to industry experts, most people don’t have enough life insurance. LIMRA, which keeps close tabs on the industry, recently reported that average coverage equals $163,000, which is equivalent to
Nov, 10 2021
Traditional IRA vs. Roth IRA
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in
Nov, 10 2021