Blog

February 2024 IWM Planning News

Topics Include: Then and Now Do You Have These Key Estate Planning Documents? Will You Work Beyond Traditional Retirement Age? February 2024 IWM Planning News (click here)...

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5 Simple Investing Ideas, Executed Strictly

Charlie Munger once said: “More investors don’t copy our model because our model is too simple. Most people believe you can’t be an expert if it’s too simple.” The simplest investing ideas are truly the best. Munger was the best at simplifying investing ideas....

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IWM Market & Economic Review 4Q2023

A quarterly newsletter concentrating on current market and economic perspectives provided by Vanguard. Key Market Perspectives: Our full-year 2023 economic growth forecast has increased to 2.5%. The near-term bar for additional rate increases remains high. Recent...

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IWM Investment Insights 1Q2024

Our quarterly investment insights newsletter gives a forward looking perspective on the first quarter of 2024 and beyond. IWM Investment Insights 1Q2024 (click here)...

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Retirement Roulette

It's hard to overstate how challenging it is to generate retirement income: We need our money to last at least as long as we do, and yet we don’t know how financial markets will perform, what the inflation rate will be, whether we’ll get hit with hefty long-term-care...

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10 Things You Should Know About Long-Term Care Insurance

High cost and limited choices, but insurance that can make the difference as you age. When you imagine your retirement journey, you likely picture trips to the beach, leisurely days with the grandkids and lots of time for hobbies. A lengthy stay in a nursing home...

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Cleaning Out My Parents’ House Taught Me What’s Enough

After their deaths, 'The Big Clean' stirred up much emotion and a desire for minimalism After my parents' deaths, my sisters and I were left with 46 years of belongings to sift through in our childhood home. This wasn't a case of hoarding newspapers and the latest QVC...

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