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!
Trending Categories: Retirement Planning Tax Planning Savings Strategies Investment Strategies Longevity & The Future
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
Nov, 29 2024
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
Nov, 22 2024
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
Nov, 20 2024
Two Heads, One Account: The Perks & Pitfalls of a Joint Brokerage Account
A joint brokerage account lets two or more people manage investments together. Whether you’re a couple, siblings, or business partners, this type of account helps you pool resources and simplify
Nov, 08 2024
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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
Estate Planning for Business Owners: Protecting Your Legacy
What happens to your business if you suddenly can’t run it anymore? As a business owner, planning for the unexpected is crucial. Estate planning for business owners isn’t just a
Oct, 25 2024
Retirement Security Rule: What It Is and What It Means for Retirees
Imagine you’ve worked hard and saved for retirement but worry about your nest egg. Financial advisors may not always act in your best interests. Conflicts of interest can happen, and
Oct, 18 2024
Penny Smart But Dollar Foolish: 8 Mistakes to Avoid When Saving For Retirement
Retirement mistakes can seriously derail your financial future—but it doesn’t have to be that way! In this article, we’re diving into the common errors people make and, more importantly, how
Oct, 11 2024