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
15-Year vs 30-Year Mortgages
What makes more sense financially for you, a 15-year fixed-rate mortgage or a 30-year fixed-rate mortgage? Both loan types come with their positives and negatives. So how do you determine which
Mar, 23 2022
Should You Refinance Into a Shorter Term Mortgage?
When mortgage rates are low — and in December 2021, the rate for a 30-year mortgage loan was at 3.26 percent, while the 15-year fixed-rate mortgage loan was at 2.60
Mar, 23 2022
Home Affordability
You are ready to make the jump from renting to buying a home. That is good news. Buying a home today is more affordable than it has been in decades.
Mar, 21 2022
Flexible Spending Accounts for Medical and Dependent Care
Does your employer offer flexible spending accounts? Do you take advantage of this benefit? If you answered “yes” to the first question but “no” to the second, you might be
Mar, 18 2022
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Getting Your Retirement Back on Track
The one-two punch dealt by the Great Recession of 2007-2009, followed by economic damage from the COVID-19 pandemic may have done real damage to your retirement savings. It also does not take
Mar, 02 2022
Working in Retirement
The traditional view of retirement is changing, and it is changing quickly. For example, retirement was when you could travel or spend long days with your grandchildren. These days, however,
Mar, 02 2022
Planning Your Retirement Roadmap
Pros of Planning Your Retirement Roadmap Retirement is an exciting time for those that are exiting the workforce and looking forward to spending quality time with their families and loved
Feb, 24 2022
3 Criticle Things We Need To Discuss With You About Social Security
This week’s wisdom is focused on Social Security. We are going to discuss three critical things about Social Security. First, when should you actually take it? Second, What are the rules
Feb, 22 2022