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!

Medicare Advantage Plan
HealthcareInvestment Strategies

Healthcare Will Cost You in Retirement – How to Use Medicare Advantage Plan

As you gracefully transition into the golden phase of retirement, a crucial question looms: have you planned for your largest retirement expense? Yes, we’re talking about healthcare costs – often

Unlock Steady Income
Longevity & The FutureRetirement Planning

Unlock Steady Income: Crafting a Comfortable Retirement with Annuities

Imagine you’ve just retired, sipping your morning coffee and pondering the exciting adventures ahead. But then, a thought crosses your mind: “Will I have enough income to sustain my lifestyle

Embrace Your Purpose
Lifestyle & WellnessRetirement Planning

Embrace Your Purpose: Second Careers After Retirement

It’s never, ever too late to start your life; you are only limited by your own imagination. It’s cliche but true. The Institute of Financial Wellness has helped thousands of

Secrets Of Retirement Savings
Savings Strategies

Unlocking The Secrets Of Retirement Savings By Age: Are You On Track?

If you’ve ever wondered whether your retirement savings are sufficient, you’re not alone. Many people could be saving more, but fear not! We’re about to reveal the average retirement savings

Living Longer, Living Better
Lifestyle & WellnessRetirement Planning

Living Longer, Living Better: Lessons from the Blue Zones

No, Blue Zones are not resorts or handicap parking spots. Blue Zones are regions in the world where people seem to have sipped from the Fountain of Youth. They live

Real Estate in Retirement
Estate PlanningInvestment Strategies

How to Use Your Real Estate in Retirement

“Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the

How to Create a Legacy: Estate Planning for Retirees
Estate Planning

How to Create a Legacy: Estate Planning for Retirees

Estate planning is an imperative factor for safeguarding your wealth and seeing to it that your assets are properly transitioned among those you love. As a retiree, this grants you

required minimum distributions
Lifestyle & WellnessRetirement Planning

How to Handle Required Minimum Distributions (RMDs) in Retirement

As you come closer to retirement, RMDs (Minimum Required Distributions) and their effect on your financial stability may be ringing alarm bells in your mind. Waking up on an early