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!

Retirement savings tax credit
Savings StrategiesTax Planning

Get Paid to Save: How the Saver’s Credit Can Boost Your Nest Egg

Let’s be real—saving for retirement can feel like a chore. It’s like eating your vegetables or flossing: you know it’s good for you, but it’s easy to push off. Here’s

Setting Good Retirement Goals According to Your Age
Retirement Planning

Setting Good Retirement Goals According to Your Age

Retirement planning can often feel overwhelming, but setting clear goals by age can provide a roadmap to a secure financial future – think of it as a GPS for your

How to Invest Against Inflation: Strategies for Preserving Wealth
Financial Wellness 101

How to Invest Against Inflation: Strategies for Preserving Wealth

Inflation-resistant investments are like your financial bodyguards in your retirement portfolio, ready to safeguard your savings against the impact of rising inflation. Key strategies include investing in Treasury Inflation-Protected Securities

Medicare Exclusions List
Healthcare

Medicare Exclusions: What’s Not Covered and How to Prepare

Planning for retirement includes understanding the ins and outs of Medicare. While Medicare is a valuable resource for retirees, it’s important to understand its limitations. Knowing the Medicare exclusion list—or

Understanding Defensive Investment Strategies to Protect Your Retirement Portfolio
Investment Strategies

Understanding Defensive Investment Strategies to Protect Your Retirement Portfolio

Defensive investing is like putting your money in a suit of armor—it’s a strategic approach focused on minimizing risk and preserving capital, perfect for those who prefer to steer clear

2024 Contribution Deadlines
Retirement Planning

Key Contribution Deadlines to Watch for As We End 2024

As we approach the end of the year, it’s time to think about making the most of your retirement savings. For those nearing retirement, understanding and taking advantage of various

Fraud Prevention Toolkit: How the Rich Safeguard Themselves & Their Family
Financial Wellness 101

Fraud Prevention Toolkit: How the Rich Safeguard Themselves & Their Family

Are you confident your finances and personal information are truly safe? Discover how to outsmart fraudsters, protect your sensitive data, and safeguard your family’s wealth with powerful prevention tools. Your

Honoring Our Heroes: Financial Resources and Benefits for Veterans
Financial Wellness 101

Honoring Our Heroes: Financial Resources and Benefits for Veterans

Veterans face unique financial challenges as they transition to civilian life. This article provides financial resources for veterans, including educational benefits, financial assistance programs, home loans, and health care services.