IFW Education Center – Glossary

If you’ve ever wondered whether your retirement savings are sufficient, you’re not…

Living Longer, Living Better: Lessons from the Blue Zones No, Blue Zones…

How to Use Your Real Estate in Retirement “Real estate cannot be…

How to Create a Legacy: Estate Planning for Retirees Estate planning is…

How to Handle Required Minimum Distributions (RMDs) in Retirement As you come…

When it comes to planning for retirement, one of the most impactful…

How to Choose the Best Retirement Account Withdrawal Strategy Navigating the intricacies…

How to Manage Healthcare Costs in Retirement Retirement should be an enjoyable…

How to Generate Retirement Income: A Comprehensive Guide Say goodbye to those…

How to Protect Your Portfolio “I will tell you how to become…

Dollar-Cost Averaging vs Dollar Cost Ravaging Dollar-cost averaging is like gently stirring…

How to Diversify Your Retirement Portfolio The old saying goes “Don’t put…

Everyone knows and cares about their credit score, and rightly so.   But…

Today, we’re diving into a topic that has been making headlines for…

Benjamin Franklin said that there are only two things in life that…

Transitioning from military service to civilian life can be difficult, so it’s…

Investors can join us in discovering the Halloween Strategy, which looks at…

When it comes to making financial decisions, we often hear the question,…

Have you ever wondered if your investments align with your ethical beliefs?…

Do you want to optimize your retirement savings and enjoy tax-free golden…

Are you prepared for a comfortable and secure retirement? No matter your…

Are you prepared to proactively manage your retirement planning with assurance? Buckle…

As the demand for socially responsible investing (SRI) grows, more and more…

Are you ready to embark on a life-changing journey during your golden…

Many soon-to-be retirees are questioning if the 4% Rule is still a…

Welcome to our latest newsletter! This time, we’re going to talk about…

Retirement is a critical period in life, and making the most of…

Navigating the realm of healthcare coverage can be a daunting task, especially…

When searching for a financial advisor to help with investments, taxes, and…

For retirees considering buying a new car, it is important to consider…

The tax-overhaul law signed by President Trump in 2017 brought significant changes,…

Investing in gold is seen as a secure way to safeguard retirement…

As a senior, retirement can open up the world of exploration. You…

If you’re thinking about retirement, chances are you’ve thought about living off…

Retirees who have recently decided to continue working after leaving the workforce…

As financially comfortable older parents, it’s crucial to ensure that your adult…

Inflation rates are soaring, and it’s a concern that’s hard to ignore.…

While there is currently no cure or vaccine for Alzheimer’s, dementia, or…

In the previous Tax Report, we explored a recent legislation that mandates…

Making decisions about when and how to hand over control of your…

The golden years are beckoning, and you’re ready to embrace them with…

Do you ever wonder if you’re maximizing your retirement savings? Understanding Roth…

Are you looking to diversify your retirement portfolio and potentially achieve higher…

With the uncertain future of these benefits, it is crucial to take…

Are you concerned about your retirement savings? Planning for retirement can be…

Retirement may seem like a distant dream, but it’s never too early…

Pickleball is the fastest growing sport in America and people nearing and…

Are you tired of the rat race and dreaming of a life…

Is there a perfect age to retire and start collecting Social Security…

Are you self-employed and wondering about the best retirement plan options for…

Attention Americans: Starting this year, you now have the opportunity to use…

Do you dream of a worry-free retirement with a simple yet effective…

Imagine a life where you can enjoy your retirement without worrying about…

Are you prepared for your golden years? Planning for retirement is essential…

As the golden years approach, are you confident that your retirement savings…

Are you prepared for a comfortable and fulfilling retirement? The key to…

Finally! Retirement time is almost here. It is a time to relax…

In today’s uncertain economic climate, securing a stable income during retirement has…

Did you know that life insurance can be more than just a…

Planning for retirement is a critical aspect of financial security, and retirement…

The knowledge and skills necessary for managing money are critical for every…

Imagine a retirement filled with laughter, adventure, and lifelong memories, all while…

Imagine this: You’re 40 years old and ready for retiring at 40,…

COME * LEARN * ENJOY By attending, you will: Discover ways to…

This week marks the start of tax season – a time to…

Inflation can be a sneaky villain, trying to steal away your retirement…

Nelsie Farnacio contacted the Institute of Financial Wellness for the same reason…

Byron Hazley never felt he had a solid financial plan, but when…

Like many Americans, Byron Hazley had made a few investments over the…

When planning your retirement, the first question you may ask is the…

Saving enough money to help pay for your children’s college education is…

Receiving matching contributions to your retirement plan from an employer is one…

While choosing from the various kinds of retirement plans available, an employer…

Regardless of how you earn income, you will still need proper tax…

Retirement savings need to last longer than ever. The good news is…

Being underwater on your mortgage does not refer to having a flooded…

April is National Financial Literacy Month. It’s a good time to ask…

Most people preparing for their first baby are shocked and even dismayed…

You have found your dream home in the perfect neighborhood for you…

Does it make more sense to rent than to buy? That has…

The idea of buying a first home is exciting. However, coming up…

Would you have enough money to pay your bills without running up…