Blog

1Q2022 IWM Market & Economic Review

Key Topics: Geographic region to region outlookEmployment gains continueRising energy prices likely to generate higher consumer price inflationThe Fed signals additional rate hikes ahead Read Full 1Q2022 IWM Market & Economic Review here...

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February 2022 IWM Planning Newsletter

Topics of discussion include: When Two Goals Collide: Balancing College and Retirement PreparationsAre You a HENRY? Consider These Wealth-building StrategiesCharitable Giving Can Be a Family Affair Read full February 2022 IWM Planning Newsletter here...

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Thinking About Downsizing Your Home?

You may be at the stage in life where your kids are out of the house—or perhaps you’re just looking for a change—and want to downsize your home. There’s no question that downsizing can have many financial advantages. A smaller house can mean less upkeep, lower monthly...

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Why You Should “Trial Run” Your Retirement

Retirements have accelerated over the past year, thanks to a combination of strong market performance and the pandemic. But before you hang it up, Morningstar's Christine Benz thinks it's a good idea to trial run your retirement. Read Christine Benz and Susan...

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August 2021 IWM Planning News

In this Issue: Tips for Managing an InheritanceConsiderations When Making Gifts to ChildrenLife Insurance Beneficiary Mistakes to Avoid Read August 2021 IWM Planning News here...

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