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!

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

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