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
Get Ready for Retirement: Here’s How to Take Control of Your Finances In 2024
With the upcoming presidential election, this year is bound to be interesting. However, amidst all the political headlines, it’s crucial not to overlook your own financial security. According to a
Jan, 04 2024
Early Retirement Essentials: Your Strategic Plan to Achieve Financial Freedom Sooner
“Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make so you can give money back and have money to invest. You can’t win
Jan, 03 2024
Retire to a Purr-fect Life: Dogs are the Perfect Pets for Retirement
Don’t go ‘ruffing it’ during retirement. Dog ownership can be a great way to make the most of your retirement years, as these furry companions offer health benefits and add
Jan, 01 2024
2023 December Decisions: Year-End Effective Tax Planning for Retirees
“Every task, goal, race and year comes to an end…therefore, make it a habit to FINISH STRONG.” -Gary Ryan Blair. As the year draws to a close and the holiday
Dec, 29 2023
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10 Financial New Years Resolutions
“New Year = A New Life! Decide today who you will become, what you will give how you will live.” –Anthony Robbins Think of your financial New Year’s resolutions as
Dec, 28 2023
Discover The Surprising Truth About Social Security Benefits and Taxes
Did you know that even if you don’t work with a financial adviser, your benefits could be taxable? Many people are caught off guard by this realization. It creates a
Dec, 28 2023
Elf-Assist: Retirement Planning Must-Dos Before New Year
“For last year’s words belong to last year’s language, and next year’s words await another voice.” – T.S. Eliot As we welcome the new year, why not take this opportunity
Dec, 27 2023
Mistletoe Magic: Tax Savings On Charitable Contributions
“No one has ever become poor by giving.” – Anne Frank Giving to charity has the potential to provide great rewards, both for society and in terms of tax savings.
Dec, 25 2023