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

401k Rollover Advice Rule at Risk
Investment StrategiesRetirement Planning

401(k) Rollover Advice Rule at Risk

In April, the Department of Labor (DOL) introduced a pivotal fiduciary rule aimed at protecting retirement investors, particularly those with 401(k) plans and individual retirement accounts (IRAs). The intent? To

How Financial Advisors can help you reach your Retirement Goals
Investment StrategiesRetirement Planning

How Financial Advisors for Retirees Can Help You Reach Your Goals

If you’re nearing or in retirement and feeling overwhelmed about managing your finances, you’re not alone. You might be wondering if a financial advisor could be the key to unlocking

How the Monte Carlo Simulation can help plan your retirement
Investment Strategies

How the Monte Carlo Simulation Can Help You Plan for Retirement

“Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.” -Franklin D. Roosevelt Concerned about the outlook for

Are Money Markets Safe for Retirement
Investment StrategiesRetirement Planning

Are Money Market Funds Safe for Retirement? The Truth Big Banks Won’t Tell You

“A wise person should have money in their head, but not in their heart.” -Jonathan Swift Are money market funds safe? Will they increase my retirement score? In most cases,

Best performing 401k funds
Investment Strategies

9 of the Best-Performing 401(k) Funds for Your Retirement Portfolio

When it comes to saving for retirement, choosing the right 401(k) funds can make all the difference. Over the past decade, these nine funds have consistently delivered impressive returns, helping

Smart Investments
Investment StrategiesRetirement Planning

Top 10 Best Performing Stocks 2024: Smart Investments Uncovered for the Summer to Heat Up Your Portfolio

“Retirement is wonderful if you have two essentials—much to live on and much to live for.” — Unknown Looking for the best performing stocks 2024 has to offer? Get straight

Lucrative Markets for International Investing in 2024
Investment StrategiesRetirement Planning

Let’s Go Global: Top 7 Lucrative Markets for International Investing in 2024

“Retirement: When you stop living at work and start working at living.” — Unknown Consider international investing for your portfolio in 2024? Buckle up because we are about to unveil

The best small business IRA plans
Investment StrategiesRetirement Planning

Dadpreneurs: Choosing the Best Small Business IRA Plans

“Enjoy the little things in life, for one day you may look back and realize they were the big things.” – Robert Brault Are you a dadpreneur who is a