What Exactly is a Fiduciary?

    One of the most important relationships is that of the client and financial professional Learn two critical things to look out for when selecting a fiduciary: 1.  Is your fiduciary well-rounded…

    Financial Education For Our Children

    Full Video Script:  This week we are going to cover something a little different! We will discuss what I think is the most important topic of all (OUR CHILDREN)! At…

    Real Stories, People, & Life

    Nelsie Farnacio contacted the Institute of Financial Wellness for the same reason as many other Americans: she was waking up at night worrying about running out of money in retirement.…

    The IFW Retirement Roadmap Experience

    The IFW Retirement Roadmap is the #1 solution for people between the ages of 40 & 70 to ensure a healthy & successful retirement. The custom IFW Retirement Roadmap is…

    Real Stories, People & Life

    While Blossom Smith had been able to create substantial savings by managing her finances conservatively starting at an early age, the Maryland resident felt she needed additional guidance to protect…

    Market Volatility ‘Thing of the Now’!

    Well, it’s been quite a year or two…..the pandemic, supply chain issues, inflation, and now an inexplicable invasion and full-scale war between Russia & Ukraine.  Part of the IFW philosophy…

    401(k) Wealth Maximizer

    Maximize Savings Now for More Retirement Income Later Understand the differences between accumulation and distribution of your money Learn how to build more wealth without saving additional money Discover ways…

    It’s Time for Girl Power in Finance!

    As a girl aspiring to have a career in finance, it’s not easy to find mentors and role models. I was fortunate to have the opportunity to meet and interview…

    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…

    Smart Financial Decisions
    To Live Your Best Life.
    Get There

    When it comes to financial decisions; never say “Never” never say “Always”…It Depends While it’s easy for most people to understand that a “one-size-fits-all” approach doesn’t work for most things…

    Make Your Most Important ‘Financial Relationship’ Built to Last!

    Before you say “I do” to that special someone, it’s important to get to know that person and have a feel for their values, philosophy, point of view, and generally,…

    9  Financial Strategies Not Everyone is Discussing

    What’s Your Path to Financial Independence? 21-Year-Olds are rarely thinking about savings and investment programs, and most certainly the majority are not thinking about retirement strategies, however, for me, it…

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      The IFW Retirement Roadmap Experience

      The IFW Retirement Roadmap is the #1 solution for people between the ages of 40 & 70 to ensure a…

      401(k) Wealth Maximizer

      Maximize Savings Now for More Retirement Income Later Understand the differences between accumulation and distribution of your money Learn how…

      College Savings Solutions

      College Savings Solutions can significantly reduce the out-of-pocket cost of college. They provide strategies on how to reduce the need…
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