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
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
Aug, 08 2024
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
Aug, 07 2024
The Ultimate Financial Planning Checklist for Retirement: Key Steps to Secure Your Future
Preparing for retirement is like trying to navigate a maze blindfolded while juggling flaming torches. The process can indeed be daunting, as numerous older adults have expressed their anxiety about
Aug, 05 2024
Common Retirement Financial Fears and How to Overcome Them
Retirement is supposed to be a time of relaxation and enjoyment. But for many, it can also be a period fraught with financial fears. Let’s explore some of the most
Aug, 01 2024
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How Financial Advisors for Retirees Can Help You Reach Your Goals
If you’re nearing or in retirement and feeling overwhelmed about managing your finances, you’re not alone. You might be wondering if a financial advisor could be the key to unlocking
Aug, 01 2024
I’m Retiring in 5 Years – What Should I Be Doing Right Now?
“Retirement is a time to look back with admiration and a time to look forward with anticipation.” -Unknown Are you retiring in 5 years? It’s time to get serious advice
Jul, 31 2024
The Difference Between Your Retirement Score and Your Credit Score
“You are never too old to set another goal or to dream a new dream.” -C.S. Lewis The retirement score and the credit score. What is really the difference? Let’s
Jul, 29 2024
Retirement Funds Alert: Gen Xers and the Path to Penalty-Free Withdrawals
As Generation X approaches key age milestones, many are discovering that they can access their retirement funds without incurring penalties. At ages 59 1⁄2 for traditional IRAs and 55 for
Jul, 25 2024