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IFW Financial Knowledge Center

The Rule of 72 Explained

The Rule of 72 Explained: Double Your Investments Faster

The idea that ‘you need money to make money’ rings true in many situations. But when it comes to saving for retirement, the beauty is that even a small amount

Retirement money plan and savings growth

10 Key Factors for Achieving Retirement Success

Planning for retirement can feel overwhelming, but it doesn’t have to be. Understanding how to prepare for retirement step by step can help you build a solid foundation for the

Pros and Cons of Cosigning for Student Loans: What Retirees Need to Know

Pros and Cons of Cosigning for Student Loans: What Retirees Need to Know

Cosigning a student loan is a significant financial commitment, especially for retirees who need to carefully plan their financial goals. Think of it as being the backup parachute in a

Retirement savings tax credit

Get Paid to Save: How the Saver’s Credit Can Boost Your Nest Egg

Let’s be real—saving for retirement can feel like a chore. It’s like eating your vegetables or flossing: you know it’s good for you, but it’s easy to push off. Here’s

Setting Good Retirement Goals According to Your Age

Setting Good Retirement Goals According to Your Age

Retirement planning can often feel overwhelming, but setting clear goals by age can provide a roadmap to a secure financial future – think of it as a GPS for your

How to Invest Against Inflation: Strategies for Preserving Wealth

How to Invest Against Inflation: Strategies for Preserving Wealth

Inflation-resistant investments are like your financial bodyguards in your retirement portfolio, ready to safeguard your savings against the impact of rising inflation. Key strategies include investing in Treasury Inflation-Protected Securities

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

IFW Knowledge

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Retirement Score

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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.