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

Unlock Steady Income
Longevity & The FutureRetirement Planning

Unlock Steady Income: Crafting a Comfortable Retirement with Annuities

Imagine you’ve just retired, sipping your morning coffee and pondering the exciting adventures ahead. But then, a thought crosses your mind: “Will I have enough income to sustain my lifestyle

Embrace Your Purpose
Lifestyle & WellnessRetirement Planning

Embrace Your Purpose: Second Careers After Retirement

It’s never, ever too late to start your life; you are only limited by your own imagination. It’s cliche but true. The Institute of Financial Wellness has helped thousands of

Living Longer, Living Better
Lifestyle & WellnessRetirement Planning

Living Longer, Living Better: Lessons from the Blue Zones

No, Blue Zones are not resorts or handicap parking spots. Blue Zones are regions in the world where people seem to have sipped from the Fountain of Youth. They live

required minimum distributions
Lifestyle & WellnessRetirement Planning

How to Handle Required Minimum Distributions (RMDs) in Retirement

As you come closer to retirement, RMDs (Minimum Required Distributions) and their effect on your financial stability may be ringing alarm bells in your mind. Waking up on an early

Max social security benefits
Financial Wellness 101Retirement Planning

Maximizing Your Social Security Benefits

When it comes to planning for retirement, one of the most impactful decisions you’ll make is when to start taking your Social Security benefits. There are important factors to consider

How to Choose the Best Retirement Account Withdrawal Strategy
Retirement PlanningSavings Strategies

How to Choose the Best Retirement Account Withdrawal Strategy

Navigating the intricacies of retirement withdrawal strategies is a critical part of planning for your golden years. Brace yourself, and let’s discuss various approaches to maximize tax-free income, take into

Generate Retirement Income
Investment StrategiesRetirement Planning

How to Generate Retirement Income: A Comprehensive Guide

Say goodbye to those late nights of worrying about your retirement funds and start planning for a comfortable lifestyle with secure income streams. This guide will equip you with the

Boost Retirement Score
Financial Wellness 101Retirement Planning

What’s YOUR Retirement Score and How Can You Boost It?

Everyone knows and cares about their credit score, and rightly so.   But how many people know about “The  Retirement Score”? And just like a credit score…once you know your Retirement