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
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
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
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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
Social Security Survivor Benefits
No one likes to think about what life will be like for those you love if you are no longer around. However, it is an important part of planning for
Dec, 23 2021
Social Security and the Self-Employed
For most people who have jobs in the U.S., Social Security contributions are something that is automatic. It is not something you need to worry about because your employer takes
Dec, 23 2021
When Should I Start Collecting Social Security?
You can start collecting Social Security payments once you hit the age of 62. However, is it wise to do so? That depends on your situation. For most people, though,
Dec, 21 2021