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!

Is Gold a Good Investment for Retirees
Investment StrategiesRetirement Planning

Glittering Prizes: Is Gold a Good Investment for Retirees?

Investing in gold is seen as a secure way to safeguard retirement funds, providing portfolio diversification and functioning as an inflation hedge. Gold investments come in many forms, so let’s

Traveling in Retirement
Lifestyle & WellnessRetirement Planning

Traveling in Retirement: How to Budget for Your Adventures

As a senior, retirement can open up the world of exploration. You have earned these years and deserve to make amazing memories on your travels! To get the best bang

Dividend Stocks 2024
Investment StrategiesRetirement Planning

Highest Dividend Stocks For Retirement 2024

If you’re thinking about retirement, chances are you’ve thought about living off of stock dividends. And you’re not alone. A lot of investors look to high-dividend stocks as a means

Working After Retirement
Investment StrategiesRetirement Planning

Working After Retirement: What Are the Pros & Cons?

Retirees who have recently decided to continue working after leaving the workforce are gaining financial stability and personal satisfaction. If you too would like to explore this trend, then look

Estate Planning

Why You Should be Transparent with Your Heirs about Finances

As financially comfortable older parents, it’s crucial to ensure that your adult children are equipped to manage your assets and make important decisions about their future. Experts advise open communication

Investments to Beat Soaring Inflation
Financial Wellness 101Investment Strategies

Are You Making the Right Investments to Beat Soaring Inflation?

Inflation rates are soaring, and it’s a concern that’s hard to ignore. The cost of living is on the rise, eroding the value of our hard-earned money. But, here’s the

Strategies for Retirees to Prevent Dementia
Lifestyle & Wellness

Effective Strategies for Retirees to Prevent or Delay Dementia and Cognitive Decline

While there is currently no cure or vaccine for Alzheimer’s, dementia, or mild cognitive impairment, there are lifestyle choices you can make that have the potential to delay, mitigate, or

Couple talking about taxes
Tax Planning

Navigating the Complexities of Taxes in Retirement

In the previous Tax Report, we explored a recent legislation that mandates the increasedutilization of Roth 401(k) plans among individuals who are older and earn higher incomes. Thisdiscussion sparked a