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
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
Jul, 26 2024
Retirement Funds Alert: Gen Xers and the Path to Penalty-Free Withdrawals
As Generation X approaches key age milestones, many are discovering that they can access their retirement funds without incurring penalties. At ages 59 1⁄2 for traditional IRAs and 55 for
Jul, 25 2024
Navigating Healthcare Costs and Taxes in Retirement
“Retirement is not a life without purpose; it is the ongoing purpose that provides a meaningful life.” -Robert Rivers Concerned about health care costs in retirement? A 65-year-old couple might
Jul, 24 2024
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
Jul, 22 2024
Don't miss out on our retirement planning insights
Withdrawal Tactics for Tax-Efficient Retirement
“Don’t simply retire from something; have something to retire to.” -Harry Emerson Fosdick Are you approaching retirement and wondering how to keep more of your hard-earned money? Tax-efficient withdrawal strategies
Jul, 19 2024
Fifty Years Later, It’s Time to Reimagine Retirement Savings
It’s hard to believe it’s been fifty years since Congress passed the landmark retirement law that gave us 401(k) and I.R.A. accounts. While these accounts were designed to help Americans
Jul, 18 2024
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,
Jul, 17 2024
IRS Tax Rate Schedules: What Are They & How Do They Affect Your Retirement?
“Retirement is wonderful if you have two essentials – much to live on and much to live for.” -Unknown What do tax brackets have to do with retirement? If you
Jul, 15 2024