IFW Education Center – Glossary
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Unlocking The Secrets Of Retirement Savings By Age: Are You On Track?
If you’ve ever wondered whether your retirement savings are sufficient, you’re not…
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Living Longer, Living Better: Lessons from the Blue Zones
Living Longer, Living Better: Lessons from the Blue Zones No, Blue Zones…
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How to Use Your Real Estate in Retirement
How to Use Your Real Estate in Retirement “Real estate cannot be…
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How to Create a Legacy: Estate Planning for Retirees
How to Create a Legacy: Estate Planning for Retirees Estate planning is…
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How to Handle Required Minimum Distributions (RMDs) in Retirement
How to Handle Required Minimum Distributions (RMDs) in Retirement As you come…
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Maximizing Your Social Security Benefits
When it comes to planning for retirement, one of the most impactful…
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How to Choose the Best Retirement Account Withdrawal Strategy
How to Choose the Best Retirement Account Withdrawal Strategy Navigating the intricacies…
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How to Manage Healthcare Costs in Retirement
How to Manage Healthcare Costs in Retirement Retirement should be an enjoyable…
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How to Generate Retirement Income: A Comprehensive Guide
How to Generate Retirement Income: A Comprehensive Guide Say goodbye to those…
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How to Protect Your Portfolio
How to Protect Your Portfolio “I will tell you how to become…
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Dollar-Cost Averaging vs Dollar Cost Ravaging
Dollar-Cost Averaging vs Dollar Cost Ravaging Dollar-cost averaging is like gently stirring…
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How to Diversify Your Retirement Portfolio
How to Diversify Your Retirement Portfolio The old saying goes “Don’t put…
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What’s YOUR Retirement Score and How Can You Boost It?
Everyone knows and cares about their credit score, and rightly so. But…
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Debunking the Myth of the Great Boomer Wealth Transfer
Today, we’re diving into a topic that has been making headlines for…
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Claiming Social Security at the Right Time: Balancing Taxes and Benefits
Benjamin Franklin said that there are only two things in life that…
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Military Benefits for Retirees: What Veterans Need to Know
Transitioning from military service to civilian life can be difficult, so it’s…
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Boo-nanza: How Halloween Retail Impacts the Market and Your Investment Portfolio
Investors can join us in discovering the Halloween Strategy, which looks at…
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Are Your Financial Decisions Making Sense for You?
When it comes to making financial decisions, we often hear the question,…
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Unmasking the Myths: Socially Responsible Investing Demystified
Have you ever wondered if your investments align with your ethical beliefs?…
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The Ultimate Tax Planning Checklist for a Tax-Efficient Retirement
Do you want to optimize your retirement savings and enjoy tax-free golden…
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What Are The Top 5 Retirement Mistakes You Need to Avoid & How?
Are you prepared for a comfortable and secure retirement? No matter your…
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Retirement Reality Check: Debunking the Top 8 Retirement Myths
Are you prepared to proactively manage your retirement planning with assurance? Buckle…
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What Is Socially Responsible Investing (SRI)
As the demand for socially responsible investing (SRI) grows, more and more…
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Retirement Adventures: Top Destinations for Your Golden Years
Are you ready to embark on a life-changing journey during your golden…
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Is the 4% Rule in Retirement Still Relevant With High Inflation?
Many soon-to-be retirees are questioning if the 4% Rule is still a…
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Planning for Retirement?
Welcome to our latest newsletter! This time, we’re going to talk about…
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Tax Havens for Retirees: Discovering the Most Wallet-Friendly States
Retirement is a critical period in life, and making the most of…
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Medicare Vs. Private Health Insurance: What Retirees Need to Know
Navigating the realm of healthcare coverage can be a daunting task, especially…
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Most Important Certifications to Look for in a Financial Advisor
When searching for a financial advisor to help with investments, taxes, and…
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Tips for Retirees Looking to Purchase a New Car
For retirees considering buying a new car, it is important to consider…
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Plan Ahead: How the 2017 Tax Law Impacts Retirees and Near-Retirees
The tax-overhaul law signed by President Trump in 2017 brought significant changes,…
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Glittering Prizes: Is Gold a Good Investment for Retirees?
Investing in gold is seen as a secure way to safeguard retirement…
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Traveling in Retirement: How to Budget for Your Adventures
As a senior, retirement can open up the world of exploration. You…
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Highest Dividend Stocks For Retirement 2024
If you’re thinking about retirement, chances are you’ve thought about living off…
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Working After Retirement: What Are the Pros & Cons?
Retirees who have recently decided to continue working after leaving the workforce…
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Why You Should be Transparent with Your Heirs about Finances
As financially comfortable older parents, it’s crucial to ensure that your adult…
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Are You Making the Right Investments to Beat Soaring Inflation?
Inflation rates are soaring, and it’s a concern that’s hard to ignore.…
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Effective Strategies for Retirees to Prevent or Delay Dementia and Cognitive Decline
While there is currently no cure or vaccine for Alzheimer’s, dementia, or…
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Navigating the Complexities of Taxes in Retirement
In the previous Tax Report, we explored a recent legislation that mandates…
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Solving the Uncomfortable Enigma of Retirement: Transferring Financial Control
Making decisions about when and how to hand over control of your…
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The Road Ahead: How to Find The Right Retirement Plan For Your Goals
The golden years are beckoning, and you’re ready to embrace them with…
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Understanding Roth IRA Contribution and Income Limits 2023
Do you ever wonder if you’re maximizing your retirement savings? Understanding Roth…
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Smart Money: Can You Use Your IRA To Invest in Real Estate
Are you looking to diversify your retirement portfolio and potentially achieve higher…
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The Future of Social Security Benefits is at Stake
With the uncertain future of these benefits, it is crucial to take…
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Top 3 High Interest Saving Accounts For A Better Retirement
Are you concerned about your retirement savings? Planning for retirement can be…
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The Golden Rule: How Much Should You Actually Save For Retirement?
Retirement may seem like a distant dream, but it’s never too early…
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Pickleball & Money?
Pickleball is the fastest growing sport in America and people nearing and…
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40+ F.I.R.E. – Understanding the Financial Independence, Retire Early Movement
Are you tired of the rat race and dreaming of a life…
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What Is The Best Age to Retire & Collect Social Security?
Is there a perfect age to retire and start collecting Social Security…
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A Flourishing Future: Understanding Self-Employed Retirement Plans
Are you self-employed and wondering about the best retirement plan options for…
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Unlocking Retirement Tax Breaks with Qualified Longevity Annuity Contracts (QLAC)
Attention Americans: Starting this year, you now have the opportunity to use…
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No Frills, No Fuss: Simple Portfolio & Mutual Funds for Retirement
Do you dream of a worry-free retirement with a simple yet effective…
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Hobbies That Earn: Passive Income Ideas for Retirement
Imagine a life where you can enjoy your retirement without worrying about…
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Life Changing Investment Strategies for a Happy & Wealthy Retirement
Are you prepared for your golden years? Planning for retirement is essential…
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Catch-Up Contributions in IRAs: An Opportunity for Seniors to Boost Retirement Saving
As the golden years approach, are you confident that your retirement savings…
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Post-Retirement Income: How Savings Can Secure Your Future
Are you prepared for a comfortable and fulfilling retirement? The key to…
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How to Minimize Your Tax Liability in Retirement and Spend on What Matters
Finally! Retirement time is almost here. It is a time to relax…
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Beat Inflation with Annuities: How to Get Started Right Now No Matter Your Age
In today’s uncertain economic climate, securing a stable income during retirement has…
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How Life Insurance Radically Boosts Your Retirement Income
Did you know that life insurance can be more than just a…
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Estate Planning Mistakes to Avoid for a Stress-free & Wealthy Retirement
Planning for retirement is a critical aspect of financial security, and retirement…
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Parenting in Your 40s: The Right Time to Teach Kids about Money
The knowledge and skills necessary for managing money are critical for every…
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How to Maintain Your Fun Lifestyle While Planning for Retirement
Imagine a retirement filled with laughter, adventure, and lifelong memories, all while…
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Managing Your 401k: Key Retirement Advice for the 40 and Over Crowd
Imagine this: You’re 40 years old and ready for retiring at 40,…
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#1 Retirement Financial Education Live Event in Fort Lauderdale!
COME * LEARN * ENJOY By attending, you will: Discover ways to…
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NBC Saturdays at 7pm – Watch Now!
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THE IFW PRESENTS THE RETIREMENT ROADMAP EXPERIENCE FINANCIAL EDUCATION EVENT
Add event to calendar Thursday, August 10th The Institute of Financial Wellness…
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Big Changes To This Year’s Tax Season
This week marks the start of tax season – a time to…
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What You Can Do To Protect Your Retirement By Battling Inflation
Inflation can be a sneaky villain, trying to steal away your retirement…
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IFW Retirement Roadmap Terms of Use
TERMS OF USE LICENSE, OWNERSHIP, AND PROPRIETARY RIGHTS Ownership and Proprietary Rights.…
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Your IFW Certified Financial Professional Is Highly Qualified & Experienced!
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IFW Retirement Roadmap Case Study #1
Nelsie Farnacio contacted the Institute of Financial Wellness for the same reason…
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Retirement Roadmap Case Study #2
Byron Hazley never felt he had a solid financial plan, but when…
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People Love The IFW Retirement Roadmap!
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The IFW Retirement Roadmap Experience
80% of People Find Ways to Improve Their Retirement Significantly! Watch this…
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The IFW Retirement Roadmap Experience!
80% of People Find Ways to Improve Their Retirement Significantly! Watch this…
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Rich Slavin
Rich has spent 40 years in financial services helping clients maximize retirement…
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Carla Garcia
Carla spent the last two decades working as a Financial Advisor. For…
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NEWSMAX FINANCE FEATURE
Like many Americans, Byron Hazley had made a few investments over the…
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Jay Shivar
Jay is the Founder and CEO of Peak to Port Wealth. Here…
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Brandon Shultz
Brandon has been truly blessed to have worked in leadership positions in…
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Benefits of Retiring at 70
When planning your retirement, the first question you may ask is the…
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Choosing Between College and Retirement Savings
Saving enough money to help pay for your children’s college education is…
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Understanding Matching Contributions
Receiving matching contributions to your retirement plan from an employer is one…
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What is a Profit-Sharing Plan?
While choosing from the various kinds of retirement plans available, an employer…
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If You’re a 1099 Employee
Regardless of how you earn income, you will still need proper tax…
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Brendon Murphy
Brendon Murphy is Managing Partner at Compass Financial Solutions Inc. He resides…
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NEVER RUN OUT OF MONEY IN RETIREMENT
Tom Hegna, one of America’s foremost retirement income experts shares…
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MITIGATE THE EFFECTS OF MARKET VOLATILILY ON YOUR PORTFOLIO
COPY HERE
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LOWER OR ELIMIATE TAXES IN RETIREMENT
COPY GOES HERE
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Yudi Rosenzweig
Preparing for that next step in life isn’t always easy. My combination…
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Robert Hinkel
Qualifications: Experienced Financial Services Executive with more than 34 years of experience in Financial…
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Eamon Gibbons AIF®
Eamon Gibbons is a financial planner with over thirteen years of experience.…
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Michael Ginsberg
As a Certified Financial Planner™ and a former Real Estate and Estate Planning…
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Eric Liriano
Eric E. Liriano is the Principal and Founder of Liriano Wealth Advisory…
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Jon Gates CRPC®
Jon holds the Chartered Retirement Planning Counselor designation from the College of…
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Robert Moran
Robert Moran is the President and founder of Moran Insurance Services LLC.…
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Jamie Randazzo
Jamie Randazzo has been helping retirees and pre retirees plan for their ‘non-working…
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Todd S. Smith, CFP®, ChFC®, CTM®, CLTC
Todd began his financial services career in the late 1990’s working for…
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Jesse Maltzman
Jesse Maltzman is a Certified Financial Planner™(CFP®) and Chartered Financial Consultant®(ChFC®) located…
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Rick Sandberg
A 44-year resident of Washington, Rick was born in New York and…
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Steven Duplain
Steven is the Founder and Manageing Director of Humanities Advisors and has…
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Mark Stimpson
Mark is a founder and managing partner of Elevated Financial Management &…
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John Casasanta
CasaSanta Financial Services specializes in preserving and protecting the personal assets of…
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Evan Sussman
Evan Sussman is honored to serve as Senior Vice President for IFW. …
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The IFW Retirement Roadmap Promise!!!
Hello, I’m Erik Sussman, CEO & Founder of The Institute of Financial…
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John Ferroni
John Ferroni graduated from Ashland University in 1982 with a major in…
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Tim Whisler
Tim is the president and founder of The Whisler Agency, an independent…
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The Fed Raised Rates, Now What?
So the fed raised interest rates by a half-point and said they…
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Let’s Talk Financial Apps
Not long ago there was the Bank or a Brokerage house where…
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Extend Your Retirement Budget with the Gig Economy
Retirement savings need to last longer than ever. The good news is…
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Congress Attempting to Secure Your Retirement
Making its way through Congress is the Setting Every Community Up for…
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Selling a Home That is Financially Underwater
Being underwater on your mortgage does not refer to having a flooded…
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Are bad habits creating a financially irresponsible generation? | Opinion
April is National Financial Literacy Month. It’s a good time to ask…
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Managing Your Child Care Expenses
Most people preparing for their first baby are shocked and even dismayed…
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YOUR IFW DEDICATED CONCIERGE!
Hi, I am Diego Garcia, your dedicated IFW Concierge & I cannot…
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Additional Financial Home Buying Obligations
You have found your dream home in the perfect neighborhood for you…
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Buying vs Renting a Home
Does it make more sense to rent than to buy? That has…
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Down Payment Strategies for First-Time Home Buyers
The idea of buying a first home is exciting. However, coming up…
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Building a Rainy Day Savings Fund
Would you have enough money to pay your bills without running up…
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What is Longevity Risk?
Longevity risk (the risk of living too long and running out of…