IFW Weekly Wisdom Videos
Browse & enjoy an array of valuable financial insights and tips from IFW CEO & Founder, Erik Sussman, spanning a variety of financial topics, strategies, and solutions that will help you live your best life.
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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 you? Look no further! In this blog post,…
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What is Longevity Risk?
Longevity risk (the risk of living too long and running out of money) is a prevalent problem with life expectancy…
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The Value of Systematic Savings
During this week’s wisdom, we’re going to talk about the value of systematic savings over a long period of time.…
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The Self Directed Brokerage Account
This week we are going to unveil a very well-kept secret that is available in about 50% of the 401(k) plans…
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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 guaranteed income each month? Like many questions we…
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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 I pay off my mortgage as early as…
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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 core mission of financial wellness, however in order…
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Fees & Commissions Inside Managed Money & Mutual Funds
During this week’s wisdom, we are going to focus on the fees inside different investment programs. Specifically, managed money and…
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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 you are distributing or using your money it…
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