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 Adventures: Top Destinations for Your Golden Years
Are you ready to embark on a life-changing journey during your golden years? Retirement is an ideal chance for anyone looking to cross off those bucket list items and experience
Oct, 20 2023
Is the 4% Rule in Retirement Still Relevant With High Inflation?
Many soon-to-be retirees are questioning if the 4% Rule is still a relevant strategy for retirement income in an environment of high inflation. Amidst this economic uncertainty, some advisors suggest
Oct, 20 2023
Planning for Retirement?
Welcome to our latest newsletter! This time, we’re going to talk about a topic that often gets pushed to the back burner until it’s too late—retirement planning. Whether you’re in
Oct, 19 2023
Tax Havens for Retirees: Discovering the Most Wallet-Friendly States
Retirement is a critical period in life, and making the most of your retirement income can be easier when living in one of the top tax-friendly states. Come and explore
Oct, 19 2023
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Medicare Vs. Private Health Insurance: What Retirees Need to Know
Navigating the realm of healthcare coverage can be a daunting task, especially for retirees who must choose between Medicare and private health insurance. With complex terminology and countless options, how
Oct, 17 2023
Most Important Certifications to Look for in a Financial Advisor
When searching for a financial advisor to help with investments, taxes, and retirement planning, it is important to select one that possesses the right qualifications. Financial advisors who are certified
Oct, 16 2023
Tips for Retirees Looking to Purchase a New Car
For retirees considering buying a new car, it is important to consider all the factors that could be impacted by using retirement funds for this purchase. Buckle up! Here are
Oct, 13 2023
Plan Ahead: How the 2017 Tax Law Impacts Retirees and Near-Retirees
The tax-overhaul law signed by President Trump in 2017 brought significant changes, including lower individual income-tax rates, a higher standard deduction, and a raised estate-tax exemption. However, many of these
Oct, 12 2023