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
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
Apr, 13 2022
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
Mar, 02 2022
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,
Mar, 02 2022
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
Feb, 24 2022
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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
Feb, 22 2022
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
Feb, 21 2022
Do You Need a Financial Advisor?
Everybody wants to spend their money prudently, save it carefully, and invest it to the best of their ability. However, not everyone knows the best way to go about it.
Feb, 18 2022
Real Stories, People, & Life
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.
Feb, 10 2022