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: Investment Strategies

What to Look for in a Long-Term Care Policy
InsuranceInvestment Strategies

What to Look for in a Long-Term Care Policy

Long-Term Care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies. What types of facilities

Term vs. Permanent Life Insurance
InsuranceInvestment Strategies

Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. LIMRA, which keeps close tabs on the industry, recently reported that average coverage equals $163,000, which is equivalent to

Traditional IRA vs. Roth IRA
Investment StrategiesRetirement Planning

Traditional IRA vs. Roth IRA

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in

Annuities
Financial Wellness 101Investment Strategies

Annuities, Annuities, Annuities

Annuities are a frequently used product in a well-rounded retirement plan.  There are nuances and variables in the different types of annuities out there and it always depends on what