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IFW Financial Knowledge Center

Medicare Exclusions List

Medicare Exclusions: What’s Not Covered and How to Prepare

Planning for retirement includes understanding the ins and outs of Medicare. While Medicare is a valuable resource for retirees, it’s important to understand its limitations. Knowing the Medicare exclusion list—or

Understanding Defensive Investment Strategies to Protect Your Retirement Portfolio

Understanding Defensive Investment Strategies to Protect Your Retirement Portfolio

Defensive investing is like putting your money in a suit of armor—it’s a strategic approach focused on minimizing risk and preserving capital, perfect for those who prefer to steer clear

2024 Contribution Deadlines

Key Contribution Deadlines to Watch for As We End 2024

As we approach the end of the year, it’s time to think about making the most of your retirement savings. For those nearing retirement, understanding and taking advantage of various

4% Rule in Retirement

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 relevant strategy for retirement income in an environment of high inflation. Amidst this economic uncertainty, some advisors suggest

Fraud Prevention Toolkit: How the Rich Safeguard Themselves & Their Family

Fraud Prevention Toolkit: How the Rich Safeguard Themselves & Their Family

Are you confident your finances and personal information are truly safe? Discover how to outsmart fraudsters, protect your sensitive data, and safeguard your family’s wealth with powerful prevention tools. Your

Honoring Our Heroes: Financial Resources and Benefits for Veterans

Honoring Our Heroes: Financial Resources and Benefits for Veterans

Veterans face unique financial challenges as they transition to civilian life. This article provides financial resources for veterans, including educational benefits, financial assistance programs, home loans, and health care services.

Two Heads, One Account: The Perks & Pitfalls of a Joint Brokerage Account

Two Heads, One Account: The Perks & Pitfalls of a Joint Brokerage Account

A joint brokerage account lets two or more people manage investments together. Whether you’re a couple, siblings, or business partners, this type of account helps you pool resources and simplify

Longevity Insurance: A Unique Solution for Retirement Planning

Longevity Insurance: A Unique Solution for Retirement Planning

Longevity insurance guarantees you a steady income in your late retirement years, typically starting at age 85, so you can enjoy your golden years without the worry of running out

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