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!

Real Stories, People, & Life
Financial Wellness 101

Real Stories, People, & Life

Byron Hazley never felt he had a solid financial plan, but when his wife passed away, the 66-year-old healthcare management executive felt he could wait no more. For years, the

Social Security Survivor Benefits
Estate PlanningRetirement Planning

Social Security Survivor Benefits

No one likes to think about what life will be like for those you love if you are no longer around. However, it is an important part of planning for

Social Security and the Self-Employed
Retirement Planning

Social Security and the Self-Employed

For most people who have jobs in the U.S., Social Security contributions are something that is automatic. It is not something you need to worry about because your employer takes

When Should I Start Collecting Social Security?
Retirement Planning

When Should I Start Collecting Social Security?

You can start collecting Social Security payments once you hit the age of 62. However, is it wise to do so? That depends on your situation. For most people, though,

How Cost of Living Adjustments are Calculated
Financial Wellness 101Retirement Planning

How Cost of Living Adjustments are Calculated

When you file for Social Security benefits or Supplemental Security Income (SSI), your lifetime earnings are used to determine the amount of your monthly retirement benefit. However, this number is not static

Stretch Your Retirement Budget
Retirement PlanningSavings Strategies

Stretch Your Retirement Budget

You’ve worked hard all your life. You do not want to enter retirement worrying about how you are going to pay for medical costs, insurance, groceries, and other bills. The

Supplementing Your Retirement Income
Lifestyle & WellnessRetirement Planning

Supplementing Your Retirement Income

Retirement is something you may have been looking forward to for quite some time. You may have been saving for it since you began working with the hopes of leading

Supplemental Healthcare Coverage in Retirement
Healthcare

Supplemental Healthcare Coverage in Retirement

The Balance, a personal finance website publisher, recently reported on the alarming rate of medical bankruptcy in the U.S., stating that 643,000 Americans face bankruptcy each year as a result