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!

Four phases of Retirement
Financial Wellness 101Retirement Planning

Navigating The Four Phases of Retirement

As you approach one of life’s most significant milestones, it’s essential to understand the different phases of retirement to ensure a smooth and fulfilling transition. Retirement isn’t a single event

Credit Rating vs Credit Score Explained
Financial Wellness 101Longevity & The Future

Understanding the Difference: Credit Rating vs Credit Score Explained

“Retirement means giving yourself permission to do nothing at all and not feeling guilty about it.” — Unknown Confused about whether credit rating vs credit score matters to you? Simply

National Millionaire Day
Investment StrategiesLongevity & The Future

Celebrate National Be a Millionaire Day with Smart Financial Moves

“Money can’t buy happiness, but it can make life a lot easier when you become a millionaire.” – Unknown Are you curious about ‘National Be a Millionaire Day’? It’s not

Strategies for long-term success
Investment StrategiesRetirement Planning

The Ultimate Guide on How to Build Wealth: Strategies for Long-term Success

“Retirement is the best time to take up new hobbies, see new places, and meet new people.” — Unknown If you’re searching for ‘how to build wealth,’ you’re seeking concrete

Your Key to Retirement Security
Investment StrategiesRetirement Planning

ERISA: Your Key to Retirement Security

The Employee Retirement Income Security Act (ERISA) protects Americans saving for retirement by setting standards for private-sector employer-sponsored plans. Enforced by the U.S. Labor Department, IRS, and PBGC, ERISA ensures

Smart Retirement Investments
Investment StrategiesRetirement Planning

Smart Retirement Investments: Maximizing Your Golden Years With Strategic Choices

“Retirement is a time to enjoy the things you never could before.” — Catherine Pulsifer Navigating retirement investments is crucial for a financially stable future. Let’s buckle up and explore

Estate planning for Veterans
Estate PlanningFinancial Wellness 101

Essential Guide to Estate Planning for Veterans: Protecting Your Legacy

“Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different.” — Patrick Foley As a veteran, tailoring an estate plan

Military Retirement Benefits
Retirement PlanningSavings Strategies

Understanding Your Military Retirement Benefits: A Comprehensive Guide

“Retirement life is different because it is more relaxing and calm. You get to choose what to do every day.” — Julie Hebert What exactly are military retirement benefits, and