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

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

How to correct your social security earnings
Retirement Planning

How to Correct Your Social Security Earnings

If you’re nearing retirement, ensuring the accuracy of your Social Security earnings record is crucial for maximizing your benefits. Mistakes in your earnings record can lead to lower retirement payouts,

The Role of Annuities in Retirement
Retirement Planning

The Role of Annuities in Retirement: Creating Guaranteed Income for Life

Retirement is a chapter many eagerly anticipate, yet planning for it can sometimes feel daunting. How do you ensure you won’t outlive your savings? That’s where annuities come into play.

Wisdom for future generations
Investment StrategiesKids & MoneyLifestyle & Wellness

Honoring Our Senior Citizens: Wisdom for Future Generations

Ever wondered what secrets our elders hold for a successful life? Respect thy elders, for they have traversed the winding paths of life and emerged with invaluable knowledge. Their experiences,

Navigate the Future of Social Security for a Secure Retirement
Financial Wellness 101Retirement Planning

How The Wealthy Navigate the Future of Social Security for a Secure Retirement

The future of Social Security is uncertain, with funds potentially depleting by 2033. What does this mean for your retirement score? This article examines the possible changes, impacts on different

Retirement Score vs Credit Score
Financial Wellness 101Retirement Planning

The Difference Between Your Retirement Score and Your Credit Score

“You are never too old to set another goal or to dream a new dream.” -C.S. Lewis The retirement score and the credit score. What is really the difference? Let’s

How much cash should I have before Retirement
Financial Wellness 101Retirement Planning

How Much Cash Should I Have on Hand Before Retirement?

“Wealth is the ability to truly experience life. Being rich isn’t about owning things; it’s about being able to do things and enjoy experiences.” -Jim Rohn “How much cash should