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 Checklist
Investment StrategiesRetirement Planning

Retirement Planning Checklist

The Employee Benefit Research Institute’s April 2020 Retirement Confidence Survey reports that 7 in 10 workers are confident in their ability to live comfortably in retirement. A big part of

How Much Do You Need to Retire?
Financial Wellness 101Retirement Planning

How Much Do You Need to Retire?

Most people know that you need to save money for retirement. However, how many people know how much money they need to save? Do you? According to the 2020 Retirement

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