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

Retirement Planning Mistakes to Avoid
Financial Wellness 101Retirement Planning

Retirement Planning Mistakes to Avoid

A strong economy, coupled with a rising stock market provided for steady increases in the average 401(k) account between 2010 and 2020. Those balances stayed relatively steady in 2020 according

Important Retirement Savings Milestones
Financial Wellness 101Retirement Planning

Important Retirement Savings Milestones

When it comes to your money, one of the most important decisions you will make is how you go about saving for retirement. It can also be one of the

The Pros and Cons of an Early Retirement
Lifestyle & WellnessRetirement Planning

The Pros and Cons of an Early Retirement

Retirement. It is a desire and dream many Americans work their entire life to achieve. Almost every one of them, though, has a different vision of what retirement will mean

Gig Worker Retirement Strategies
Lifestyle & WellnessRetirement Planning

Gig Worker Retirement Strategies

Over the past several years, there has been a significant rise in gig workers and the number of affiliated companies that utilize them. In fact, in 2017, the Bureau of

Types of Retirement Plans
Financial Wellness 101Retirement Planning

Types of Retirement Plans

Long gone are the days when most companies provided a pension plan for their employees. Today, employees are primarily responsible for saving their dollars for retirement. This is an important

Taking Your Retirement Plan with You
Financial Wellness 101Retirement Planning

Taking Your Retirement Plan with You

You’ve found a new job and are leaving your old company. This is good news. The salary is higher than your old job; the work is more interesting and the

Reviewing Your Retirement Plan
Financial Wellness 101Retirement Planning

Reviewing Your Retirement Plan

The days when companies would provide pensions for their employees are rapidly dwindling. Today, workers are primarily responsible for saving enough money for their retirements. The good news? Workers can

Should You Withdraw Funds from Your 401
Investment StrategiesRetirement Planning

Should You Withdraw Funds from Your 401(k)?

For many people nearing retirement age, their 401(k) account is their biggest asset. It represents many years of contributions, along with the earnings these contributions have generated from investments over