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
A Larger Social Security Increase Next Year May Have Unintended Consequences!
The annual Social Security cost-of-living adjustment (COLA), announcement is just four months away. But it’s not too soon to begin reading the signs to mentally prepare for what could be
Apr, 16 2024
Mind the GAP: How to Protect Your Assets Against Loans
“The best time to start saving for retirement is when you’re young. The second best time is today.” – Chris Hogan Are you considering guaranteed asset protection (GAP) insurance for
Apr, 15 2024
Naming a Life Insurance Beneficiary: Tips For Effective Estate Planning & Taxes
“The goal of retirement is to live off your assets—not on them.” – Frank Eberhart Selecting a beneficiary for your life insurance policy is a pivotal choice that should be
Apr, 12 2024
What’s The Realistic Solution to Social Security’s Growing Cash Shortfall?
For many retired Americans, Social Security income is essential. Surveys spanning over two decades reveal that 80% to 90% of current retirees rely on these benefits for expenses. Additionally, 76%
Apr, 11 2024
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Smart Wealth: What the Rich Teach Their Kids About Money Management
“It’s never too early to start saving, but it can be too late.” – Unknown What exactly do the wealthy impart to their children that gear them toward financial triumph?
Apr, 10 2024
Maximize Your Investments: How to Effectively Rebalance Portfolio Strategies
“Retirement is when you stop living at work and start working at living.” – Author Unknown Navigating the ‘rebalance portfolio’ process starts here. Volatile markets can derail your investment goals—if
Apr, 08 2024
Top 3 Tricks for a High Net Worth Retirement – This is What The Rich Use To Retire!
“The question isn’t at what age I want to retire, it’s at what income.” – George Foreman As America Saves Week approaches, it is a perfect moment to discuss how
Apr, 05 2024
Are High-Risk Investments Worth Risking Your Retirement Portfolio?
Retirement is a stage in life when financial stability becomes paramount. For many of you nearing or enjoying retirement, the priority shifts to preserving the wealth you’ve accumulated over a
Apr, 04 2024