Where is Your Money Taking You?

Estate Planning Mistakes to Avoid for a Stress-free & Wealthy Retirement

Planning for retirement is a critical aspect of financial security, and retirement and estate planning plays a vital role in ensuring a stress-free and wealthy retirement. A well-thought-out estate plan

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IFW Retirement Roadmap Case Study #1

Nelsie Farnacio contacted the Institute of Financial Wellness for the same reason as many other Americans: she was waking up at night worrying about running out of money in retirement.

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Understanding Matching Contributions

Receiving matching contributions to your retirement plan from an employer is one of an employee’s best benefits for making the most out of their 401(k) plan. In addition, maximizing matched

What is a Profit-Sharing Plan?

While choosing from the various kinds of retirement plans available, an employer or a company can choose a profit-sharing plan to provide retirement benefits for its employees. What is a Profit-Sharing Plan?

LOWER OR ELIMIATE TAXES IN RETIREMENT

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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 Financial Life to be in its best shape ever! In honor of Financial Literacy Month, the IFW has