IFW Education Center – Glossary
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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, June 8th – Doors Open at 6:00…
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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
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MITIGATE THE EFFECTS OF MARKET VOLATILILY ON YOUR PORTFOLIO
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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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Marc Catona
Marc Catona’s mission at Protect & Preserve Inc. is to help you…
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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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Chad Hill
Chad was born and raised in Boca Raton, Florida. Grew up playing…
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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…
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Employed Again? Do These Things First
As the pandemic continues, unemployment rates have begun to decrease. According to…
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Lower Your Credit Card Rate
Credit card interest rates can be manageable for some people but a…
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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…
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The Value of Systematic Savings
During this week’s wisdom, we’re going to talk about the value of…
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NEWSMAX Finance Feature
You may be surprised to learn that personal spending and post-pandemic “revenge…
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Your Tax Refund Is Delayed
Tax returns are piling up at the Internal Revenue Service, and millions…
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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…
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YOUR IFW DEDICATED CONCIERGE!
Hi, I am Josh Vizcaino, your dedicated IFW Concierge & I cannot…
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YOUR IFW DEDICATED CONCIERGE!
Hi, I am Jack Murphy, your dedicated IFW Concierge & I cannot…
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DAY 21: IFW’s 21 Day Financial Refresh & Revitalization Challenge
DAY 21 April is ‘Financial Literacy Month’ and The IFW wants YOUR…
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Real Stories, People & Life
While Blossom Smith had been able to create substantial savings by managing…
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The Self Directed Brokerage Account
This week we are going to unveil a very well-kept secret that…
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FAFSA and You
The Free Application for Federal Student Aid, more commonly known as FAFSA,…
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The True Cost of a College Education
The sticker price of a college education can be shocking. Moreover, this…
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Things Are Changing, Everything’s The Same!
We know the saying “the more things change, the more they stay…
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Fixed Rate vs Adjustable Rate Mortgages
You are ready to apply for a mortgage. Your question? Should you…
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15-Year vs 30-Year Mortgages
What makes more sense financially for you, a 15-year fixed-rate mortgage or…
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Should You Refinance Into a Shorter Term Mortgage?
When mortgage rates are low — and in December 2021, the rate…
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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…
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The Fed Raised Rates, Now What?
So the fed raised interest rates by a quarter-point and said they…
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Home Affordability
You are ready to make the jump from renting to buying a…
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Stop Living Paycheck to Paycheck
Researchers have found that many households in the United States live their…
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Flexible Spending Accounts for Medical and Dependent Care
Does your employer offer flexible spending accounts? Do you take advantage of…
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Cutting the Cable and Saving Money
How much is cable TV costing you a month? Further, how much…
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Saving on Back-to-School
Between supplies, books, clothing and other back-to-school items, beginning a new school…
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Should I Pay Off My Mortgage As Early As Possible?
This weeks wisdom is going to help you answer the question “should…
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Top Questions People Have Concerning THEIR Social Security
Today I want to answer the questions I get most often concerning…
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Do You Need a Financial Advisor?
Everybody wants to spend their money prudently, save it carefully, and invest…
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Our relationship with money and how we view it is critical!
At the Institute of Financial Wellness we are certainly focused on our…
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Will You Run Out of Money in Retirement?
As the saying goes we live in interesting times. Lately, there are…
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Living with High Student Loan Obligations
College graduates often leave their universities with an unwelcome burden — a…
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Getting Your Retirement Back on Track
The one-two punch dealt by the Great Recession of 2007-2009, followed by…
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Working in Retirement
The traditional view of retirement is changing, and it is changing quickly.…
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Have You Saved Enough for Retirement?
Levels of optimism and confidence from retirees that their retirement will remain…
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Challenge Your Budget Cutting Skills
Saving money. It is something that tops countless numbers of New Year’s…
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Fees & Commissions Inside Managed Money & Mutual Funds
During this week’s wisdom, we are going to focus on the fees…
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Market Volatility “Thing of the Now”!
Well, it’s been quite a year or two…..the pandemic, supply chain issues,…
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It’s Time for Girl Power in Finance!
As a girl aspiring to have a career in finance, it’s not…
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Renée Haugerud
Renée Haugerud is the Founder, Chief Investment Officer, and Managing Principal of…
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Planning Your Retirement Roadmap
Pros of Planning Your Retirement Roadmap Retirement is an exciting time for…
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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…
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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…
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Disputing a Credit Card Transaction
People rarely carry cash anymore; instead, people typically go cashless and utilize…
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How Many Credit Cards Should You Have?
Figuring out how many credit cards belong in your purse or wallet…
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Using Budgeting Apps
Managing your money can be challenging, but it is essential. Good money…
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Finding Affordable Travel Options
If given a chance, almost anyone would love to travel to different…
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Do You Need a Financial Advisor?
Everybody wants to spend their money prudently, save it carefully, and invest…
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2022 Paycheck Planning
Another year has come to an end, which means new changes to…
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The Difference Between The Accumulation & Distribution of Your Money
During accumulation the order of your returns doesn’t really matter, but when…
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Save Your Emotions For Your Favorite Valentine!
Happy Valentine’s Day! Nothing like taking your loved one to a romantic…
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Real Stories, People, & Life
Nelsie Farnacio contacted the Institute of Financial Wellness for the same reason…
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Making the Right Financial Choices Through Each Stage of Life!
Your personal, professional, and financial needs will change across every unique stage…
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Medium Interview
Tyler Gallagher Erik Sussman of Institute of Financial Wellness: 5 Things To…
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Daily Business Review
January 27, 2022 With the pandemic reminding everyone that the world can…
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Have You Been Making Plans to Counter Inflation?
So, maybe you were making some changes at the grocery store to…
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Protecting Your Greatest Asset On-Demand Webinar
The answer is you and your ability to earn income. This webinar…
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3 Key Reasons Why Having The Right Advisor is a Winning Bet!
During this weeks wisdom we are going to discuss 3 Key Reason…
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iHeart Radio Feature
I Heart Radio’s Melissa Foxx gets up close and in-depth with Erik…
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Refresh Miami
Broward’s Institute of Financial Wellness is making the consumer finance industry less…
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How Will The New IRS Life Expectancy Tables Impact You!
The new tables presume you live longer. The good news is your…
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Are We In A Super Bubble & Might It Just Burst?
Are we in a super-bubble? What exactly is a super-bubble? According to…
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The IFW 401(k) Wealth Maximizer Strategy
The 401(k) Wealth Maximizer Strategy Offers: More Investment Choices Professional Guidance of…