IFW Education Center – Glossary

Retirement mistakes can seriously derail your financial future—but it doesn’t have to…

Retirement for Generation X, those born between 1965 and 1980, presents a…

Ever wondered why the stock market seems to go up and down?…

Simply put, a life insurance policy is not a set-it-and-forget-it financial tool.…

Are you worried about the impact of inflation on your retirement savings?…

Approaching retirement, you’re likely thinking about ways to efficiently manage and grow…

Are you planning to retire in 10 years? Well, October is Financial…

Interested in conservative investments? These low-risk strategies focus on protecting your capital…

In the midst of economic turbulence, mastering tax strategies can turn uncertainty…

Navigating retirement can be challenging, especially when economic conditions shift. One such…

How can you invest wisely during a recession? This article outlines proven…

Saving for retirement is tough, and relying solely on stocks and bonds…

Do you want to reap the financial benefits of a real estate…

If you’re nearing retirement, ensuring the accuracy of your Social Security earnings…

Do you want to know how to improve financial health? This guide…

Need a retirement strategy? This guide helps you set goals, choose advisors,…

Hispanic Heritage Month, celebrated from September 15 to October 15, honors the…

If you’re nearing retirement and have been named a beneficiary of an…

The stock market took a bit of a tumble recently, and you…

Have you got a financial windfall? It’s thrilling, but how do you…

Have you ever wondered how ordinary people are quietly turning their 9-to-5…

Retirement can feel like a financial puzzle. How do you make your…

Ever put in a hard day’s work and felt that sweet satisfaction…

Are you looking for a reliable way to generate steady income during…

Are you approaching retirement age and considering your options for a secure…

Are you planning for retirement? Or maybe you need cash fast for…

Modified Adjusted Gross Income (MAGI) determines your eligibility for key tax benefits,…

Wondering what a dividend reinvestment plan can do for your financial future?…

Retirement is no longer a distant dream—it’s right around the corner. If…

Ever wondered what secrets our elders hold for a successful life? Respect…

Every year, seniors are hit by financial scams like investment fraud and…

Wondering what key milestones you need to reach for a successful retirement?…

In April, the Department of Labor (DOL) introduced a pivotal fiduciary rule…

How can you make the most of Social Security planning for a…

Are you confused about Social Security benefits? In this article, we debunk…

The future of Social Security is uncertain, with funds potentially depleting by…

As you approach retirement, it’s natural to wonder how long your savings…

If someone said they had $400,000, that sounds like a whole lot…

Preparing for retirement is like trying to navigate a maze blindfolded while…

Retirement is supposed to be a time of relaxation and enjoyment. But…

If you’re nearing or in retirement and feeling overwhelmed about managing your…

“Retirement is a time to look back with admiration and a time…

“You are never too old to set another goal or to dream…

“Happiness is not in the mere possession of money; it lies in…

As Generation X approaches key age milestones, many are discovering that they…

“Retirement is not a life without purpose; it is the ongoing purpose…

“Wealth is the ability to truly experience life. Being rich isn’t about…

“Don’t simply retire from something; have something to retire to.” -Harry Emerson…

It’s hard to believe it’s been fifty years since Congress passed the…

“A wise person should have money in their head, but not in…

“Retirement is wonderful if you have two essentials – much to live…

“Retirement is wonderful if you have two essentials – much to live…

Planning for retirement can feel overwhelming, but understanding key strategies can make…

“It’s time to enjoy the things you never had time to do…

“Wealth is the ability to fully experience life.” -Henry David Thoreau If…

“Financial peace isn’t the acquisition of stuff. It’s learning to live on…

Here’s What You Need to Know Members of Generation X are approaching…

“Wealth is not about having a lot of money; it’s about having…

“Wealth is the product of man’s capacity to think.” -Ayn Rand Did…

“Don’t simply retire from something; have something to retire to.” — Harry…

With the new year fast approaching, there’s plenty of good news for…

“The best time to start thinking about your retirement is before the…

“Retirement is a blank sheet of paper. It is a chance to…

“The trouble with retirement is that you never get a day off.”…

When it comes to saving for retirement, choosing the right 401(k) funds…

“Retirement is wonderful if you have two essentials—much to live on and…

“Retirement: When you stop living at work and start working at living.”…

“The most important thing is to enjoy your life—to be happy—it’s all…

Inflation is a pressing issue for all U.S. citizens, but retirees are…

“Life is short, and it is up to you to make it…

“The purpose of life is to live it, to taste experience to…

Minimizing taxes in retirement is crucial. Many overlook that IRAs and 401(k)s…

“The purpose of life is to live it, to taste experience to…

“Enjoy the little things in life, for one day you may look…

“Life is short, and it is up to you to make it…

Navigating retirement savings can be daunting, especially when seeking professional financial advice.…

“The trouble with retirement is that you never get a day off.”…

“Retire from your job, but never retire your mind.” – Unknown As…

“Retirement is not about ‘finding yourself.’ It’s about losing yourself in the…

As you approach one of life’s most significant milestones, it’s essential to…

“Retirement means giving yourself permission to do nothing at all and not…

“Money can’t buy happiness, but it can make life a lot easier…

“Retirement is the best time to take up new hobbies, see new…

The Employee Retirement Income Security Act (ERISA) protects Americans saving for retirement…

“Retirement is a time to enjoy the things you never could before.”…

“Retirement is a blank sheet of paper. It is a chance to…

“Retirement life is different because it is more relaxing and calm. You…

In a world where the reality of economic disparity is as undeniable…

“Retirement: That’s when you return from work one day and say, ‘Hi,…

“Retirement is a time to enjoy the things you never could before.”…

-“Retirement: World’s longest coffee break.” – Author Unknown Are you an educator…

Retirement often marks a significant shift in one’s financial landscape. While it’s…

“Don’t simply retire from something; have something to retire to.” – Harry…

“The key to retirement is to find joy in the little things,…

As retirement approaches, many individuals envision a smooth transition into their golden…

“Retirement is when you stop living at work and start working at…

“Socially responsible investing is about aligning your investments with your values, ensuring…

“The only way you will ever permanently take control of your financial…

“Retirement is not the end of the road. It is the beginning…

The annual Social Security cost-of-living adjustment (COLA), announcement is just four months…

“The best time to start saving for retirement is when you’re young.…

“The goal of retirement is to live off your assets—not on them.”…

For many retired Americans, Social Security income is essential. Surveys spanning over…

“It’s never too early to start saving, but it can be too…

“Retirement is when you stop living at work and start working at…

“The question isn’t at what age I want to retire, it’s at…

Retirement is a stage in life when financial stability becomes paramount. For…

“Don’t focus on making money; focus on protecting what you have.” –…

“Fashion is not something that exists in dresses only. It is in…

“Investing should be more like watching paint dry or watching grass grow.…

If you have a 401(k) plan through your employer, you may be…

“Save money, and money will save you.” – Jamaican Proverb Don’t let…

“The only thing that stands between you and your dream is the…

“Save for the future because that’s where you’ll spend the rest of…

Planning for retirement? Taxes can significantly impact your financial freedom. Adjusting strategies…

“It’s not how much money you make, but how much money you…

“Don’t be intimidated by what you don’t know. That can be your…

“In investing, what is comfortable is rarely profitable.” – Robert Arnott Are…

In this issue of our monthly newsletter, we’re taking a deep dive…