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

IRA vs 401k
Investment StrategiesRetirement Planning

IRA vs. 401(k): Which Is Better for Your Retirement?

Retirement is no longer a distant dream—it’s right around the corner. If you’re wondering how to make the most of your golden years, it’s crucial to understand the different retirement

Retirement Milestones to Secure your Future
Retirement Planning

7 Key Retirement Milestones to Secure Your Future

Wondering what key milestones you need to reach for a successful retirement? This article explains the crucial retirement milestones you should aim for, from starting contributions in your 20s to

401k Rollover Advice Rule at Risk
Investment StrategiesRetirement Planning

401(k) Rollover Advice Rule at Risk

In April, the Department of Labor (DOL) introduced a pivotal fiduciary rule aimed at protecting retirement investors, particularly those with 401(k) plans and individual retirement accounts (IRAs). The intent? To

How does Social Security impact your Retirement Score
Financial Wellness 101Retirement Planning

How Does Social Security Impact Your Retirement Score?

How can you make the most of Social Security planning for a healthy retirement score? This article will guide you through retirement planning and Social Security, covering eligibility, retirement planning

Top 7 Social Security Myths Debunked
Retirement Planning

Top 7 Social Security Myths Debunked: Get the Facts for a Secure Retirement

Are you confused about Social Security benefits? In this article, we debunk seven common Social Security myths to provide you with the facts and information that can help you gain

Navigate the Future of Social Security for a Secure Retirement
Financial Wellness 101Retirement Planning

How The Wealthy Navigate the Future of Social Security for a Secure Retirement

The future of Social Security is uncertain, with funds potentially depleting by 2033. What does this mean for your retirement score? This article examines the possible changes, impacts on different

How long Retirement savings last
Retirement Planning

How Long Will Your Retirement Savings Last?

As you approach retirement, it’s natural to wonder how long your savings will last. Calculating your retirement readiness involves several key factors, each of which plays a critical role in

Expert tips to maximize your savings
Retirement Planning

How Long Will $400,000 Last in Retirement? Expert Tips to Maximize Your Savings

If someone said they had $400,000, that sounds like a whole lot of money, but how long will $400,000 last in retirement? Well, it depends—are you planning on living like