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IFW Financial Knowledge Center

Investment portfolio review

Optimize Your Wealth With an Investment Portfolio Review

When was the last time you checked your investment portfolio—when flip phones were still a thing? Don’t worry, you’re not alone. Many people set up their investments and forget to

Financial planner vs advisor vs fiduciary

Financial Advisor vs Fiduciary vs Financial Planner: Learn The Difference

Figuring out who to trust with your money can be a bit overwhelming. With titles like financial advisor, fiduciary, and financial planner floating around, it’s easy to think they all

2025 Tax Deadlines

2025 Tax Deadlines You Can’t Afford to Miss

Understanding the various 2025 tax deadlines is crucial for both individuals and businesses to avoid penalties, maximize tax advantages, and ensure compliance with IRS regulations. Whether you’re an individual taxpayer,

Will vs trust explained

Will vs Trust: Which Is Best for Your Estate Plan?

Planning for retirement isn’t just about saving money and deciding when to stop working. It’s also about making sure your hard-earned assets go exactly where you want them to—instead of

How interest rates affect retirement

Stay Ahead: Retire Well Despite Low Interest Rates

Interest rates play a pivotal role in shaping financial landscapes, and their impact on retirement is no exception. When the Federal Reserve lowers or maintains low interest rates, it directly

Social security fairness act update

What the Social Security Fairness Act Update Means for You

If you’re getting close to retirement, you might have noticed some buzz about changes to Social Security. On January 5, 2025, President Joe Biden signed the Social Security Fairness Act

Smart Choices in Supplemental Health Insurance for Seniors

Smart Choices in Supplemental Health Insurance for Seniors

As we get older, our health becomes more important than ever—after all, we’ve got to keep up with the grandkids somehow! But even with Medicare, unexpected health costs can sneak

Retirement expense checklist

The Ultimate Retirement Expense Checklist

Retirement is supposed to be fun, but let’s be real – it’s hard to chill out if you’re worried about running out of money. That’s why having a retirement expense

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Retirement Score

YOUR RETIREMENT SCORE

We provide your current retirement score and the likeliness of achieving your goals in retirement with your current strategy.

Expert Guidance

EXPERT GUIDANCE

We provide your current retirement score and the likeliness of achieving your goals in retirement with your current strategy.

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Astonishingly, 80% of the time, people can improve their retirement score. For the other 20%, congratulations are in order – they’re right on track! It’s akin to visiting a doctor for a check-up and receiving a clean bill of health. Knowing you’re financially secure in retirement can be just as comforting.