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

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: 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

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: 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
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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

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

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

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