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!

Good Debt & Bad Debt
Financial Wellness 101Investment Strategies

Good Debt, Bad Debt

When people hear the word “debt,” they often think of it as a bad thing or associate negative connotations with it. The truth is, some debt can be good. So,

Boosting Your FICO Score
Financial Wellness 101Investment Strategies

Boosting Your FICO Score

According to Forbes, considerably more people are embarrassed to admit their credit scores than their weight (30 percent compared to 12 percent). With about a third of Americans qualifying as

What is a life settlement
InsuranceInvestment Strategies

What is a life settlement?

A life settlement is the sale of an existing insurance policy on the secondary market for a one-time cash payment. This could potentially be a good decision because the payment

Financial To Do List when you move
Financial Wellness 101Lifestyle & Wellness

A Financial “To-Do List” When You Move

Moving is one of life’s most stressful events. What with organizing your belongings and packing them up, as well as sorting out the general moving logistics, it is no wonder

Catching Up Strategies for Retirement
Investment StrategiesRetirement Planning

Off to a Late Start? Catching Up Strategies for Retirement

You did not begin saving for retirement early enough. Now you are in your 40s or 50s, and you’ve barely saved anything for your post-work years. Fortunately, you can take

The Basic Principles of Retirement Planning
Investment StrategiesRetirement Planning

The Basic Principles of Retirement Planning

Are you saving enough for retirement? If you are like most U.S. residents, probably not. The Employee Benefit Research Institute’s January 2020 Retirement Confidence Survey reports that 7 in 10

Retirement Planning Checklist
Investment StrategiesRetirement Planning

Retirement Planning Checklist

The Employee Benefit Research Institute’s April 2020 Retirement Confidence Survey reports that 7 in 10 workers are confident in their ability to live comfortably in retirement. A big part of

How Much Do You Need to Retire?
Financial Wellness 101Retirement Planning

How Much Do You Need to Retire?

Most people know that you need to save money for retirement. However, how many people know how much money they need to save? Do you? According to the 2020 Retirement