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
Big Changes To This Year’s Tax Season
This week marks the start of tax season – a time to leave behind difficult times and get into gear with an improved IRS customer service and a smoother filing
Jan, 25 2023
What You Can Do To Protect Your Retirement By Battling Inflation
Inflation can be a sneaky villain, trying to steal away your retirement savings without you even noticing. But don’t worry – there are ways that savvy savers like yourself can
Jan, 24 2023
IFW Retirement Roadmap Case Study #1
Nelsie Farnacio contacted the Institute of Financial Wellness for the same reason as many other Americans: she was waking up at night worrying about running out of money in retirement.
Nov, 28 2022
Understanding Matching Contributions
Receiving matching contributions to your retirement plan from an employer is one of an employee’s best benefits for making the most out of their 401(k) plan. In addition, maximizing matched
Jun, 28 2022
Don't miss out on our retirement planning insights
What is a Profit-Sharing Plan?
While choosing from the various kinds of retirement plans available, an employer or a company can choose a profit-sharing plan to provide retirement benefits for its employees. What is a Profit-Sharing Plan?
Jun, 28 2022
Jun, 21 2022
Extend Your Retirement Budget with the Gig Economy
Retirement savings need to last longer than ever. The good news is that retirees are not only living longer; they are also leading happier, more active, and energetic lifestyles than
Apr, 26 2022
Additional Financial Home Buying Obligations
You have found your dream home in the perfect neighborhood for you and your family. You have even determined that you will be able to afford the monthly mortgage payments
Apr, 13 2022