Where is Your Money Taking You?
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Trending Categories: Retirement Planning Tax Planning Savings Strategies Investment Strategies Longevity & The Future
They Say Millennials Are Lazy? Prove Them Right By Retiring Early & Comfortably
“Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make so you can give money back and have money to invest. You can’t win
Jul, 05 2024
Gen X Is Coming Up on an Important Retirement Milestone
Here’s What You Need to Know Members of Generation X are approaching a significant milestone in their retirement planning. Starting July 1, 2024, the eldest members of this generation will
Jul, 04 2024
How The Rich Slash Their Alternative Minimum Tax (AMT) Payments
“Wealth is not about having a lot of money; it’s about having a lot of options.” -Chris Rock How to minimize AMT payments? If you have never thought about this
Jul, 03 2024
How Owning Rural Land Helps The Wealthy Increase Tax Savings
“Wealth is the product of man’s capacity to think.” -Ayn Rand Did you know that there are land investments with tax benefits? That’s right, and they may be the opportunity
Jul, 01 2024
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What Happens If You Don’t Sign Up for Medicare at 65?
“Don’t simply retire from something; have something to retire to.” — Harry Emerson Fosdick Not enrolling in Medicare at 65 can result in costly penalties and risky coverage gaps. We
Jun, 28 2024
Social Security in 2025: Three Positive Changes to Look Forward To
With the new year fast approaching, there’s plenty of good news for those relying on Social Security. In 2025, several key changes are set to enhance benefits and make it
Jun, 27 2024
6 Smart Strategies for Retiring During a Recession: How to Protect Your Future
“The best time to start thinking about your retirement is before the boss does.” — Unknown Is retiring during a recession financially prudent? It’s a tough question many face as
Jun, 26 2024
Calculating Retirement: How Much Does Gen X Need to Retire Comfortably?
“Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different.” — Patrick Foley As a Gen Xer, knowing “how much
Jun, 24 2024