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!

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

Max social security benefits
Financial Wellness 101Retirement Planning

Maximizing Your Social Security Benefits

When it comes to planning for retirement, one of the most impactful decisions you’ll make is when to start taking your Social Security benefits. There are important factors to consider

How to Choose the Best Retirement Account Withdrawal Strategy
Retirement PlanningSavings Strategies

How to Choose the Best Retirement Account Withdrawal Strategy

Navigating the intricacies of retirement withdrawal strategies is a critical part of planning for your golden years. Brace yourself, and let’s discuss various approaches to maximize tax-free income, take into

Healthcare costs in retirement
Healthcare

How to Manage Healthcare Costs in Retirement

Retirement should be an enjoyable time after years of hard work, but rising healthcare costs can put a dent in your nest egg. As such, it is essential to manage

Generate Retirement Income
Investment StrategiesRetirement Planning

How to Generate Retirement Income: A Comprehensive Guide

Say goodbye to those late nights of worrying about your retirement funds and start planning for a comfortable lifestyle with secure income streams. This guide will equip you with the

Protect retirement savings
Investment Strategies

How to Protect Your Portfolio

“I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.” Warren Buffett. If only it were that

Diversify Your Retirement Portfolio
Financial Wellness 101Investment Strategies

How to Diversify Your Retirement Portfolio

The old saying goes “Don’t put all your eggs in one basket”. Well portfolio diversification is the investment strategy version of that quote. Sure we’ve all heard retirement planners discuss