IFW Education Center – Glossary
-
Retirement Roadmap Experience Financial Education Event
Get Ready to Ensure You Live Your Best Life in Retirement! Watch…
-
Retirement Roadmap Experience Financial Education Event
Get Ready to Ensure You Live Your Best Life in Retirement! Watch…
-
Big Changes To This Year’s Tax Season
This week marks the start of tax season – a time to…
-
What You Can Do To Protect Your Retirement By Battling Inflation
Inflation can be a sneaky villain, trying to steal away your retirement…
-
IFW Retirement Roadmap Terms of Use
TERMS OF USE LICENSE, OWNERSHIP, AND PROPRIETARY RIGHTS Ownership and Proprietary Rights.…
-
Your IFW Certified Financial Professional Is Highly Qualified & Experienced!
-
IFW Retirement Roadmap Case Study #1
Nelsie Farnacio contacted the Institute of Financial Wellness for the same reason…
-
Retirement Roadmap Case Study #2
Byron Hazley never felt he had a solid financial plan, but when…
-
People Love The IFW Retirement Roadmap!
-
The IFW Retirement Roadmap Experience
80% of People Find Ways to Improve Their Retirement Significantly! Watch this…
-
The IFW Retirement Roadmap Experience!
80% of People Find Ways to Improve Their Retirement Significantly! Watch this…
-
Rich Slavin
Rich has spent 40 years in financial services helping clients maximize retirement…
-
Carla Garcia
Carla spent the last two decades working as a Financial Advisor. For…
-
NEWSMAX FINANCE FEATURE
Like many Americans, Byron Hazley had made a few investments over the…
-
Jay Shivar
Jay is the Founder and CEO of Peak to Port Wealth. Here…
-
Brandon Shultz
Brandon has been truly blessed to have worked in leadership positions in…
-
Benefits of Retiring at 70
When planning your retirement, the first question you may ask is the…
-
Choosing Between College and Retirement Savings
Saving enough money to help pay for your children’s college education is…
-
Understanding Matching Contributions
Receiving matching contributions to your retirement plan from an employer is one…
-
What is a Profit-Sharing Plan?
While choosing from the various kinds of retirement plans available, an employer…
-
If You’re a 1099 Employee
Regardless of how you earn income, you will still need proper tax…
-
Brendon Murphy
Brendon Murphy is Managing Partner at Compass Financial Solutions Inc. He resides…
-
NEVER RUN OUT OF MONEY IN RETIREMENT
COPY
-
MITIGATE THE EFFECTS OF MARKET VOLATILILY ON YOUR PORTFOLIO
COPY HERE
-
LOWER OR ELIMIATE TAXES IN RETIREMENT
COPY GOES HERE
-
Yudi Rosenzweig
Preparing for that next step in life isn’t always easy. My combination…
-
Robert Hinkel
Qualifications: Experienced Financial Services Executive with more than 34 years of experience in Financial…
-
Eamon Gibbons AIF®
Eamon Gibbons is a financial planner with over thirteen years of experience.…
-
Michael Ginsberg
As a Certified Financial Planner™ and a former Real Estate and Estate Planning…
-
Eric Liriano
Eric E. Liriano is the Principal and Founder of Liriano Wealth Advisory…
-
Jon Gates CRPC®
Jon holds the Chartered Retirement Planning Counselor designation from the College of…
-
Robert Moran
Robert Moran is the President and founder of Moran Insurance Services LLC.…
-
Jamie Randazzo
Jamie Randazzo has been helping retirees and pre retirees plan for their ‘non-working…
-
Todd S. Smith, CFP®, ChFC®, CTM®, CLTC
Todd began his financial services career in the late 1990’s working for…
-
Jesse Maltzman
Jesse Maltzman is a Certified Financial Planner™(CFP®) and Chartered Financial Consultant®(ChFC®) located…
-
Rick Sandberg
A 44-year resident of Washington, Rick was born in New York and…
-
Steven Duplain
Steven is the Founder and Manageing Director of Humanities Advisors and has…
-
Mark Stimpson
Mark is a founder and managing partner of Elevated Financial Management &…
-
John Casasanta
CasaSanta Financial Services specializes in preserving and protecting the personal assets of…
-
Evan Sussman
Evan Sussman is honored to serve as Senior Vice President for IFW. …
-
Marc Catona
Marc Catona’s mission at Protect & Preserve Inc. is to help you…
-
The IFW Retirement Roadmap Promise!!!
Hello, I’m Erik Sussman, CEO & Founder of The Institute of Financial…
-
Chad Hill
Chad was born and raised in Boca Raton, Florida. Grew up playing…
-
John Ferroni
John Ferroni graduated from Ashland University in 1982 with a major in…
-
Tim Whisler
Tim is the president and founder of The Whisler Agency, an independent…
-
The Fed Raised Rates, Now What?
So the fed raised interest rates by a half-point and said they…
-
Let’s Talk Financial Apps
Not long ago there was the Bank or a Brokerage house where…
-
Extend Your Retirement Budget with the Gig Economy
Retirement savings need to last longer than ever. The good news is…
-
Congress Attempting to Secure Your Retirement
Making its way through Congress is the Setting Every Community Up for…
-
Selling a Home That is Financially Underwater
Being underwater on your mortgage does not refer to having a flooded…
-
Are bad habits creating a financially irresponsible generation? | Opinion
April is National Financial Literacy Month. It’s a good time to ask…
-
Managing Your Child Care Expenses
Most people preparing for their first baby are shocked and even dismayed…
-
YOUR IFW DEDICATED CONCIERGE!
Hi, I am Diego Garcia, your dedicated IFW Concierge & I cannot…
-
Additional Financial Home Buying Obligations
You have found your dream home in the perfect neighborhood for you…
-
Buying vs Renting a Home
Does it make more sense to rent than to buy? That has…
-
Down Payment Strategies for First-Time Home Buyers
The idea of buying a first home is exciting. However, coming up…
-
Building a Rainy Day Savings Fund
Would you have enough money to pay your bills without running up…
-
What is Longevity Risk?
Longevity risk (the risk of living too long and running out of…
-
Employed Again? Do These Things First
As the pandemic continues, unemployment rates have begun to decrease. According to…
-
Lower Your Credit Card Rate
Credit card interest rates can be manageable for some people but a…
-
Financial literacy will help Florida’s kids develop healthy habits with money | Opinion
With studies showing personal spending skyrocketing while personal savings drop, particularly in…
-
The Value of Systematic Savings
During this week’s wisdom, we’re going to talk about the value of…
-
NEWSMAX Finance Feature
You may be surprised to learn that personal spending and post-pandemic “revenge…
-
Your Tax Refund Is Delayed
Tax returns are piling up at the Internal Revenue Service, and millions…
-
Lots of Things are Happening, Do I need to Change My Financial Plan?
There are so many financial issues to be concerned about here at…
-
YOUR IFW DEDICATED CONCIERGE!
Hi, I am Josh Vizcaino, your dedicated IFW Concierge & I cannot…
-
YOUR IFW DEDICATED CONCIERGE!
Hi, I am Jack Murphy, your dedicated IFW Concierge & I cannot…
-
DAY 21: IFW’s 21 Day Financial Refresh & Revitalization Challenge
DAY 21 April is ‘Financial Literacy Month’ and The IFW wants YOUR…
-
Real Stories, People & Life
While Blossom Smith had been able to create substantial savings by managing…
-
The Self Directed Brokerage Account
This week we are going to unveil a very well-kept secret that…
-
FAFSA and You
The Free Application for Federal Student Aid, more commonly known as FAFSA,…
-
The True Cost of a College Education
The sticker price of a college education can be shocking. Moreover, this…
-
Things Are Changing, Everything’s The Same!
We know the saying “the more things change, the more they stay…
-
Fixed Rate vs Adjustable Rate Mortgages
You are ready to apply for a mortgage. Your question? Should you…
-
15-Year vs 30-Year Mortgages
What makes more sense financially for you, a 15-year fixed-rate mortgage or…
-
Should You Refinance Into a Shorter Term Mortgage?
When mortgage rates are low — and in December 2021, the rate…
-
Should I take my pension in a lump sum or take the guaranteed income each month?
Should I take my pension in a lump sum or take the…
-
The Fed Raised Rates, Now What?
So the fed raised interest rates by a quarter-point and said they…
-
Home Affordability
You are ready to make the jump from renting to buying a…
-
Stop Living Paycheck to Paycheck
Researchers have found that many households in the United States live their…
-
Flexible Spending Accounts for Medical and Dependent Care
Does your employer offer flexible spending accounts? Do you take advantage of…
-
Cutting the Cable and Saving Money
How much is cable TV costing you a month? Further, how much…
-
Saving on Back-to-School
Between supplies, books, clothing and other back-to-school items, beginning a new school…
-
Should I Pay Off My Mortgage As Early As Possible?
This weeks wisdom is going to help you answer the question “should…
-
Top Questions People Have Concerning THEIR Social Security
Today I want to answer the questions I get most often concerning…
-
Do You Need a Financial Advisor?
Everybody wants to spend their money prudently, save it carefully, and invest…
-
Our relationship with money and how we view it is critical!
At the Institute of Financial Wellness we are certainly focused on our…
-
Will You Run Out of Money in Retirement?
As the saying goes we live in interesting times. Lately, there are…
-
Living with High Student Loan Obligations
College graduates often leave their universities with an unwelcome burden — a…
-
Getting Your Retirement Back on Track
The one-two punch dealt by the Great Recession of 2007-2009, followed by…
-
Working in Retirement
The traditional view of retirement is changing, and it is changing quickly.…
-
Have You Saved Enough for Retirement?
Levels of optimism and confidence from retirees that their retirement will remain…
-
Challenge Your Budget Cutting Skills
Saving money. It is something that tops countless numbers of New Year’s…
-
Fees & Commissions Inside Managed Money & Mutual Funds
During this week’s wisdom, we are going to focus on the fees…
-
Market Volatility “Thing of the Now”!
Well, it’s been quite a year or two…..the pandemic, supply chain issues,…
-
It’s Time for Girl Power in Finance!
As a girl aspiring to have a career in finance, it’s not…
-
Renée Haugerud
Renée Haugerud is the Founder, Chief Investment Officer, and Managing Principal of…
-
Planning Your Retirement Roadmap
Pros of Planning Your Retirement Roadmap Retirement is an exciting time for…
-
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…
-
Your 401(k) & IRA Are Likely At An All-Time High!
According to Fidelity both 2021 401k’s and IRA balances are at all-time…
-
Disputing a Credit Card Transaction
People rarely carry cash anymore; instead, people typically go cashless and utilize…
-
How Many Credit Cards Should You Have?
Figuring out how many credit cards belong in your purse or wallet…
-
Using Budgeting Apps
Managing your money can be challenging, but it is essential. Good money…
-
Finding Affordable Travel Options
If given a chance, almost anyone would love to travel to different…
-
Do You Need a Financial Advisor?
Everybody wants to spend their money prudently, save it carefully, and invest…
-
2022 Paycheck Planning
Another year has come to an end, which means new changes to…
-
The Difference Between The Accumulation & Distribution of Your Money
During accumulation the order of your returns doesn’t really matter, but when…
-
Save Your Emotions For Your Favorite Valentine!
Happy Valentine’s Day! Nothing like taking your loved one to a romantic…
-
Real Stories, People, & Life
Nelsie Farnacio contacted the Institute of Financial Wellness for the same reason…
-
Making the Right Financial Choices Through Each Stage of Life!
Your personal, professional, and financial needs will change across every unique stage…
-
Medium Interview
Tyler Gallagher Erik Sussman of Institute of Financial Wellness: 5 Things To…
-
Daily Business Review
January 27, 2022 With the pandemic reminding everyone that the world can…
-
Have You Been Making Plans to Counter Inflation?
So, maybe you were making some changes at the grocery store to…
-
Protecting Your Greatest Asset On-Demand Webinar
The answer is you and your ability to earn income. This webinar…
-
3 Key Reasons Why Having The Right Advisor is a Winning Bet!
During this weeks wisdom we are going to discuss 3 Key Reason…
-
iHeart Radio Feature
I Heart Radio’s Melissa Foxx gets up close and in-depth with Erik…
-
Refresh Miami
Broward’s Institute of Financial Wellness is making the consumer finance industry less…
-
How Will The New IRS Life Expectancy Tables Impact You!
The new tables presume you live longer. The good news is your…
-
Are We In A Super Bubble & Might It Just Burst?
Are we in a super-bubble? What exactly is a super-bubble? According to…
-
The IFW 401(k) Wealth Maximizer Strategy
The 401(k) Wealth Maximizer Strategy Offers: More Investment Choices Professional Guidance of…