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
Understanding The Shift: Why Did Pensions Go Away and What’s Next for Retirees?
“Retirement is not the end of the road; it’s the beginning of the open highway.” – Unknown Ever wondered why traditional pensions took a backseat to modern retirement plans? Dive
Feb, 07 2024
Smart Strategies: How to Use Debt to Build Wealth Effectively
“Wealth is not about having a lot of money; it’s about having a lot of options.” – Chris Rock Welcome to a different approach to debt! Contrary to popular belief,
Jan, 08 2024
10 Financial New Years Resolutions
“New Year = A New Life! Decide today who you will become, what you will give how you will live.” –Anthony Robbins Think of your financial New Year’s resolutions as
Dec, 28 2023
Santa’s Sack: Filling Your IRA As the Year Ends & Deadlines 2023
“As the year draws to a close, it’s not just an ending; it’s a new beginning. Embrace the possibilities, cherish the memories, and welcome the adventures that lie ahead.” –
Dec, 22 2023
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Gift Yourself: Top Year-End Retirement Planning Strategies
“Year’s end is neither an end nor a beginning but a going on, with all the wisdom that experience can instill in us.” – Hal Borland Seize control of your
Dec, 20 2023
Golden Years Glitter: Precious Metals Investing Pre-Holidays
“Gold is money. Everything else is credit.” -J. P. Morgan Imagine your retirement nest egg as a majestic ship sailing through the unpredictable seas of the economy. Now, investing in
Dec, 15 2023
Healthcare Will Cost You in Retirement – How to Use Medicare Advantage Plan
As you gracefully transition into the golden phase of retirement, a crucial question looms: have you planned for your largest retirement expense? Yes, we’re talking about healthcare costs – often
Dec, 06 2023
How to Use Your Real Estate in Retirement
“Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the
Nov, 27 2023