Institute For Financial Awareness "IFA"

Institute For Financial Awareness "IFA" IFA is a 501(c)(3) nonprofit organization dedicated to spreading financial awareness by providing free educational resources available to everyone.

Small amounts can grow in meaningful ways over time—depending on how they’re invested. We explored what happened to $100...
05/27/2026

Small amounts can grow in meaningful ways over time—depending on how they’re invested. We explored what happened to $100 starting in 1928 and the results offer useful perspective for long-term planning. Click here to read more.

History shows why comfort can come at a cost.

Inflation can quietly impact purchasing power over time. This month’s newsletter looks at how $100 invested nearly a cen...
05/20/2026

Inflation can quietly impact purchasing power over time. This month’s newsletter looks at how $100 invested nearly a century ago performed across different options—and what that can teach us today. Click here to learn more.

See what a century of history says about cash.

5 Ways the OBBBA Rewards the Midwestern Millionaire: You Won't Want to Ignore These Tax Planning Opportunities.Diligent ...
05/18/2026

5 Ways the OBBBA Rewards the Midwestern Millionaire: You Won't Want to Ignore These Tax Planning Opportunities.

Diligent savers who take proactive steps to take advantage of these tax-lowering opportunities can keep more of their wealth and even help build a tax-efficient legacy for the next generation.

https://www.kiplinger.com/taxes/tax-planning/how-the-obbba-rewards-diligent-savers-and-millionaires

Diligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.

A strong start or a rocky one? Q1 had a bit of both. I’ve summarized what happened in the markets and what I’m watching ...
05/18/2026

A strong start or a rocky one? Q1 had a bit of both. I’ve summarized what happened in the markets and what I’m watching as we move into the next quarter. Take a few minutes to catch up—click here to learn more.

We broke down markets into a 5-minute read

Give More But Pay Less: An Essential Guide to Tax-Smart Charitable Giving in 2026.Changes in the tax laws might be confu...
05/17/2026

Give More But Pay Less: An Essential Guide to Tax-Smart Charitable Giving in 2026.

Changes in the tax laws might be confusing, but there are still ways to be generous without sacrificing your financial security. A donor-advised fund is one place to start.

https://www.kiplinger.com/personal-finance/charity/an-essential-guide-to-tax-smart-charitable-giving

Tax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.

Will Your Retirement Plan Collapse Under These 5 Stresses?Retirement plans that are properly engineered have less chance...
05/16/2026

Will Your Retirement Plan Collapse Under These 5 Stresses?

Retirement plans that are properly engineered have less chance of collapsing under the weight of increased longevity and other key stresses. Here's how to check whether yours will stand up.

https://www.kiplinger.com/retirement/retirement-planning/will-your-retirement-plan-collapse-under-these-stresses

Retirement plans that are properly engineered have less chance of collapsing under the weight of increased longevity and other stresses. Will yours stand up?

10 Medicare Changes to Watch in 2026.Learn about the benefits that become permanent features of Medicare in 2026.Medicar...
05/15/2026

10 Medicare Changes to Watch in 2026.

Learn about the benefits that become permanent features of Medicare in 2026.

Medicare is undergoing significant changes in 2026. Understanding how Medicare is evolving and which benefits you can rely on will help you decide whether original Medicare or a particular Medicare Advantage plan will serve you best. Medical costs are rising each year, driven by factors such as inflation and advances in medical technology, including biosimilars.

https://www.kiplinger.com/retirement/medicare/medicare-changes-coming-in-2026

Here are 10 Medicare changes in 2026, including provisions of the IRA, with a few tweaks, that will remain in effect after 2025

Retire Before 59½: The IRS Rule to Unlock Your IRA or 401(k) Penalty-Free.This rule lets you tap your retirement savings...
05/14/2026

Retire Before 59½: The IRS Rule to Unlock Your IRA or 401(k) Penalty-Free.

This rule lets you tap your retirement savings early without tax penalties, helping bridge the gap until Social Security kicks in. Here's what you need to know.

https://www.kiplinger.com/retirement/how-sepp-72-t-can-help-you-retire-early-and-dodge-penalties

This rule lets you tap your retirement savings early without tax penalties, helping bridge the gap until Social Security kicks in. Here's what you need to know.

What happens when you give an investment time to grow? A simple $100 example from 1928 highlights how different approach...
05/13/2026

What happens when you give an investment time to grow? A simple $100 example from 1928 highlights how different approaches can lead to very different long-term results. Click here to see the outcomes and key insights.

A simple lesson about time and discipline.

SEP IRA Contribution Limits for 2026.A good option for small business owners, SEP IRAs allow individual annual contribut...
05/11/2026

SEP IRA Contribution Limits for 2026.

A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $72,000 in 2026.

https://www.kiplinger.com/retirement/sep-ira/sep-ira-limits

A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $72,000 in 2026.

Address

17B Firstfield Drive #108
Gaithersburg, MD
20878

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 5pm
Thursday 9am - 7pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+12402523408

Website

Alerts

Be the first to know and let us send you an email when Institute For Financial Awareness "IFA" posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category