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: Retirement Planning
SEP IRA vs Traditional IRA: Which One Is Right for You?
Like anything in life, planning is key to achieving your goals, and retirement is no exception. Among the many retirement savings options, IRAs stand out for their tax benefits and
Mar, 21 2025
Can You Retire on $500K? Smart Strategies to Make It Last
Retirement is an exciting milestone, but many wonder: Can you retire on $500K? With nearly half of U.S. households lacking savings, financial concerns are keeping Americans in the workforce longer.
Mar, 03 2025
What the Social Security Fairness Act Update Means for You
If you’re getting close to retirement, you might have noticed some buzz about changes to Social Security. On January 5, 2025, President Joe Biden signed the Social Security Fairness Act
Jan, 15 2025
The Ultimate Retirement Expense Checklist
Retirement is supposed to be fun, but let’s be real – it’s hard to chill out if you’re worried about running out of money. That’s why having a retirement expense
Dec, 30 2024
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Lower Your Tax Bill: Top Tax Credits for Seniors
As we grow older, managing our finances becomes even more important, especially when it comes to taxes. And while tax season may not be anyone’s favorite time of year, as
Dec, 26 2024
10 Key Factors for Achieving Retirement Success
Planning for retirement can feel overwhelming, but it doesn’t have to be. Understanding how to prepare for retirement step by step can help you build a solid foundation for the
Nov, 29 2024
Setting Good Retirement Goals According to Your Age
Retirement planning can often feel overwhelming, but setting clear goals by age can provide a roadmap to a secure financial future – think of it as a GPS for your
Nov, 25 2024
Key Contribution Deadlines to Watch for As We End 2024
As we approach the end of the year, it’s time to think about making the most of your retirement savings. For those nearing retirement, understanding and taking advantage of various
Nov, 13 2024