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!

Social security fairness act update
Retirement Planning

What the Social Security Fairness Act Update Means for You

If you’re getting close to retirement, you might have noticed some buzz about changes to Social Security. On January 5, 2025, President Joe Biden signed the Social Security Fairness Act

Smart Choices in Supplemental Health Insurance for Seniors
HealthcareInsurance

Smart Choices in Supplemental Health Insurance for Seniors

As we get older, our health becomes more important than ever—after all, we’ve got to keep up with the grandkids somehow! But even with Medicare, unexpected health costs can sneak

Retirement expense checklist
Financial Wellness 101Retirement Planning

The Ultimate Retirement Expense Checklist

Retirement is supposed to be fun, but let’s be real – it’s hard to chill out if you’re worried about running out of money. That’s why having a retirement expense

Tax credits for seniors
Retirement PlanningTax Planning

Lower Your Tax Bill: Top Tax Credits for Seniors

As we grow older, managing our finances becomes even more important, especially when it comes to taxes. And while tax season may not be anyone’s favorite time of year, as

Savings Bonds for Grandchildren
Kids & MoneySavings Strategies

Future-Proof Gifts: Savings Bonds for Grandchildren

Looking for a meaningful gift that stands the test of time? Buying savings bonds for grandchildren is a fantastic way to show your love while investing in their future. Unlike

The Rule of 72 Explained
Investment Strategies

The Rule of 72 Explained: Double Your Investments Faster

The idea that ‘you need money to make money’ rings true in many situations. But when it comes to saving for retirement, the beauty is that even a small amount

Retirement money plan and savings growth
Financial Wellness 101Retirement Planning

10 Key Factors for Achieving Retirement Success

Planning for retirement can feel overwhelming, but it doesn’t have to be. Understanding how to prepare for retirement step by step can help you build a solid foundation for the

Pros and Cons of Cosigning for Student Loans: What Retirees Need to Know
College Planning

Pros and Cons of Cosigning for Student Loans: What Retirees Need to Know

Cosigning a student loan is a significant financial commitment, especially for retirees who need to carefully plan their financial goals. Think of it as being the backup parachute in a