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
Retirement Risks: Financial Literacy for Mitigating Challenges
“The only way you will ever permanently take control of your financial life is to dig deep and fix the root problem.” – Suze Orman When you approach retirement, the
Apr, 19 2024
How to Borrow Money Tax-Free: Mastering the Buy, Borrow, Die Method to Get Richer
“Retirement is not the end of the road. It is the beginning of the open highway.” – Author Unknown Understanding how to borrow money tax-free is crucial if you’re seeking
Apr, 17 2024
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
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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
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