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!
Posts — Category: 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
Jan, 15 2025
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
Dec, 30 2024
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
Dec, 26 2024
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
Nov, 29 2024
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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
Nov, 25 2024
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
Nov, 13 2024
Is the 4% Rule in Retirement Still Relevant With High Inflation?
Many soon-to-be retirees are questioning if the 4% Rule is still a relevant strategy for retirement income in an environment of high inflation. Amidst this economic uncertainty, some advisors suggest
Nov, 13 2024
The Wealthy’s Secret Weapon: Using a Health Savings Account as a Retirement Powerhouse
The wealthy often treat Health Savings Accounts (HSAs) like a secret retirement weapon. An HSA retirement account offers unique tax advantages and long-term growth potential. They’re like a VIP pass
Nov, 01 2024