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!

Maximizing your Retirement
Financial Wellness 101Investment Strategies

Maximizing Your Retirement: The Role of Liquid Assets & Investments

Are you planning for retirement? Or maybe you need cash fast for an unexpected opportunity? Liquid assets just might be your perfect solution. Let me explain, liquid assets, like cash

How MAGI impacts your Retirement Strategy
Retirement Planning

Understanding How MAGI Impacts Your Retirement Strategy: A Simple Guide

Modified Adjusted Gross Income (MAGI) determines your eligibility for key tax benefits, impacting your tax efficiency, and overall influencing your retirement planning. It’s an adjusted version of your gross income

DRIP Investing vs Traditional Dividend Investing
Financial Wellness 101Investment Strategies

Boost Your Wealth with Investment Plans: DRIP Investing vs. Traditional Dividend Investing

Wondering what a dividend reinvestment plan can do for your financial future? This article will explore the basics of DRIPs, how they work, and how they stack up against traditional

IRA vs 401k
Investment StrategiesRetirement Planning

IRA vs. 401(k): Which Is Better for Your Retirement?

Retirement is no longer a distant dream—it’s right around the corner. If you’re wondering how to make the most of your golden years, it’s crucial to understand the different retirement

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,

Avoid Financial Scams
Lifestyle & Wellness

Protecting Seniors: Top 10 Financial Scams & How to Avoid Them

Every year, seniors are hit by financial scams like investment fraud and Medicare schemes. Learn to start recognizing these scams and take practical steps to avoid them, ensuring you can

Retirement Milestones to Secure your Future
Retirement Planning

7 Key Retirement Milestones to Secure Your Future

Wondering what key milestones you need to reach for a successful retirement? This article explains the crucial retirement milestones you should aim for, from starting contributions in your 20s to

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