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IFW Financial Knowledge Center

Stock market bull run streak

Bull Run Bonanza! But Is Your Retirement Crash-Proof

Over the past 15 years, we’ve experienced an unprecedented bull market, with the S&P 500 index soaring from approximately 1,257.64 in 2010 to around 5,881.63 by the end of 2024—a

How to retire with 500k

Can You Retire on $500K? Smart Strategies to Make It Last

Retirement is an exciting milestone, but many wonder: Can you retire on $500K? With nearly half of U.S. households lacking savings, financial concerns are keeping Americans in the workforce longer.

Affordable States to Retire

Retire Smart: The Most Affordable States to Retire in 2025

So, you’ve finally made it—retirement is right around the corner! No more alarms, meetings, or office politics! Now, the big question is: where can you enjoy your golden years without

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

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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

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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.