IFW Education Center – Retirement

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

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

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

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?…

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…

“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…

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

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

“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…

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

“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…

“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.…

“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…

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 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…

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

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

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

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

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

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

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

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

“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…

When planning for retirement, understanding how Required Minimum Distributions (RMDs) work is…

For many, planning for retirement involves imagining a future with a partner…

As you approach the golden years of retirement, it’s common to scrutinize…

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

“Time is the scarcest resource, and unless it is managed, nothing else…

“Exclusivity is not about being snobbish; it’s about embracing a lifestyle that…

Lifestyle Changes to Boost Retirement Savings “Do not follow where the path…

Maximizing lifetime income in retirement requires a strategic approach, which often includes…

“Retirement is not the end of the road; it’s the beginning of…

“Black history is American history. It’s not just a month; it’s a…

As February unfolds, the dust settles on the faded echoes of New…

“Retirement means doing whatever I want to do. It means choice.” –…

“The best way to predict your future is to create it.” –…

When it comes to planning for retirement, the focus is often on…

“Gen X is the bridge between two powerful generations, the Boomers and…

“Life is only as comfortable as your mindset; happiness is not about…

If you’re behind on saving for retirement, don’t worry – there are…

“Live life to the fullest, and focus on the positive.” – Matt…

“Retirement is not just about financial planning; it’s an investment in a…

“Retirement is the opportunity to live life on your terms, to embrace…

“Retirement is not the end of the road. It’s a new beginning,…

“Debt is like a ball and chain; it will weigh you down…

With the upcoming presidential election, this year is bound to be interesting.…

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

Don’t go ‘ruffing it’ during retirement. Dog ownership can be a great…

“Every task, goal, race and year comes to an end…therefore, make it…

Did you know that even if you don’t work with a financial…

“For last year’s words belong to last year’s language, and next year’s…

In order to achieve financial security, it is essential to set short-term,…

“Year’s end is neither an end nor a beginning but a going…

There is something truly magical about living in a new place. It’s…

Discover a game-changing retirement account strategy: the mega backdoor Roth. Designed for…

As you gracefully transition into the golden phase of retirement, a crucial…

Imagine you’ve just retired, sipping your morning coffee and pondering the exciting…

It’s never, ever too late to start your life; you are only…

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…

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

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

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,…

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…

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…

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