February 2022 IWM Planning Newsletter

by Justin Knapp | Feb 17, 2022 | Uncategorized

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...

Thinking About Downsizing Your Home?

by Justin Knapp | Aug 26, 2021 | Uncategorized

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...

Why You Should “Trial Run” Your Retirement

by Justin Knapp | Aug 26, 2021 | Uncategorized

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...

August 2021 IWM Planning News

by Justin Knapp | Aug 11, 2021 | Uncategorized

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…