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 Much You Should Save For Retirement
Retirement PlanningSavings Strategies

The Golden Rule: How Much Should You Actually Save For Retirement?

Retirement may seem like a distant dream, but it’s never too early or too late to start planning. The “golden rule” suggests saving at least 15% of your pre-tax income,

Pickle ball & Money
Lifestyle & Wellness

Pickleball & Money?

Pickleball is the fastest growing sport in America and people nearing and in retirement arerunning to the courts – so are some of the greatest tennis players of all time.

Retire Early Movement
Retirement PlanningSavings Strategies

40+ F.I.R.E. – Understanding the Financial Independence, Retire Early Movement

Are you tired of the rat race and dreaming of a life filled with freedom, flexibility, and financial security? Enter the Financial Independence, Retire Early (FIRE) movement. This growing lifestyle

Best Age To Retire
Retirement PlanningSavings Strategies

What Is The Best Age to Retire & Collect Social Security?

Is there a perfect age to retire and start collecting Social Security benefits? This question has puzzled many as they plan for their golden years. The answer, however, is not

Self-employed retirement plans
Investment StrategiesRetirement Planning

A Flourishing Future: Understanding Self-Employed Retirement Plans

Are you self-employed and wondering about the best retirement plan options for you? Look no further! In this blog post, we’ll explore the various self-employed retirement plans available, from Traditional

Investment StrategiesRetirement Planning

Unlocking Retirement Tax Breaks with Qualified Longevity Annuity Contracts (QLAC)

Attention Americans: Starting this year, you now have the opportunity to use up to $200,000 from your retirement accounts to invest in qualified longevity annuity contracts or QLACs. This new

Simple Mutual Funds for Retirement
Investment StrategiesRetirement Planning

No Frills, No Fuss: Simple Portfolio & Mutual Funds for Retirement

Do you dream of a worry-free retirement with a simple yet effective investment portfolio that generates income and grows over time? If so, you’re in the right place! This comprehensive

Passive income Ideas
Lifestyle & WellnessLongevity & The Future

Hobbies That Earn: Passive Income Ideas for Retirement

Imagine a life where you can enjoy your retirement without worrying about earning a steady income. A life where you can focus on your hobbies and passions while still having