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

Extend Your Retirement Budget with the Gig Economy
Retirement PlanningSavings Strategies

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

Financial Home Buying Obligations
Estate PlanningFinancial Wellness 101Retirement Planning

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

First time home buyers
Estate PlanningFinancial Wellness 101Retirement Planning

Down Payment Strategies for First-Time Home Buyers

The idea of buying a first home is exciting. However, coming up with a sizable down payment can feel like an impossible task. That is especially true when many lenders

Getting Your Retirement Back on Track
Retirement Planning

Getting Your Retirement Back on Track

The one-two punch dealt by the Great Recession of 2007-2009, followed by economic damage from the COVID-19 pandemic may have done real damage to your retirement savings. It also does not take

Working in Retirement
Lifestyle & WellnessRetirement Planning

Working in Retirement

The traditional view of retirement is changing, and it is changing quickly. For example, retirement was when you could travel or spend long days with your grandchildren. These days, however,

Planning Your Retirement Roadmap
Investment StrategiesRetirement Planning

Planning Your Retirement Roadmap

Pros of Planning Your Retirement Roadmap Retirement is an exciting time for those that are exiting the workforce and looking forward to spending quality time with their families and loved

Criticle things about Social Security
Investment StrategiesRetirement Planning

3 Criticle Things We Need To Discuss With You About Social Security

This week’s wisdom is focused on Social Security. We are going to discuss three critical things about Social Security. First, when should you actually take it? Second, What are the rules

401k & IRA at an all-time high
Financial Wellness 101Retirement Planning

Your 401(k) & IRA Are Likely At An All-Time High!

According to Fidelity both 2021 401k’s and IRA balances are at all-time highs!  This is greatnews, despite the pandemic, economic challenges, and recent market turbulence,  your 401(k) isright now likely