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
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
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
Don't miss out on our retirement planning insights
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
How Cost of Living Adjustments are Calculated
When you file for Social Security benefits or Supplemental Security Income (SSI), your lifetime earnings are used to determine the amount of your monthly retirement benefit. However, this number is not static
Dec, 21 2021
Stretch Your Retirement Budget
You’ve worked hard all your life. You do not want to enter retirement worrying about how you are going to pay for medical costs, insurance, groceries, and other bills. The
Dec, 21 2021
Supplementing Your Retirement Income
Retirement is something you may have been looking forward to for quite some time. You may have been saving for it since you began working with the hopes of leading
Dec, 21 2021