Where is Your Money Taking You?
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Posts — Category: Retirement Planning
How to Maintain Your Fun Lifestyle While Planning for Retirement
Imagine a retirement filled with laughter, adventure, and lifelong memories, all while ensuring financial stability and peace of mind. Sounds too good to be true? We’re here to tell you
Jul, 04 2023
Managing Your 401k: Key Retirement Advice for the 40 and Over Crowd
Imagine this: You’re 40 years old and ready for retiring at 40, leaving behind the daily grind to enjoy a life of leisure and financial independence. Sounds too good to
Jul, 02 2023
Big Changes To This Year’s Tax Season
This week marks the start of tax season – a time to leave behind difficult times and get into gear with an improved IRS customer service and a smoother filing
Jan, 25 2023
What You Can Do To Protect Your Retirement By Battling Inflation
Inflation can be a sneaky villain, trying to steal away your retirement savings without you even noticing. But don’t worry – there are ways that savvy savers like yourself can
Jan, 24 2023
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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.
Nov, 28 2022
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
Jun, 28 2022
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?
Jun, 28 2022
Jun, 21 2022