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!
Trending Categories: Retirement Planning Tax Planning Savings Strategies Investment Strategies Longevity & The Future
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
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
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How the Monte Carlo Simulation Can Help You Plan for Retirement
“Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.” -Franklin D. Roosevelt Concerned about the outlook for
Jul, 26 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
Navigating Healthcare Costs and Taxes in Retirement
“Retirement is not a life without purpose; it is the ongoing purpose that provides a meaningful life.” -Robert Rivers Concerned about health care costs in retirement? A 65-year-old couple might
Jul, 24 2024
How Much Cash Should I Have on Hand Before Retirement?
“Wealth is the ability to truly experience life. Being rich isn’t about owning things; it’s about being able to do things and enjoy experiences.” -Jim Rohn “How much cash should
Jul, 22 2024