Institute For Financial Awareness "IFA"

08/31/2026

There is no shortage of market headlines—but understanding the bigger picture can be just as important as following the daily news. Our latest Q2 Market Update takes a look at recent market performance, economic developments, and the factors many professionals continue to monitor. If you'd like a clear, five-minute overview of the quarter, take a look. 📈 Click here to read the report.

Here's why we're not getting carried away

08/26/2026

Join us tomorrow for the Federal Benefits Best Kept Secrets webinar!

Thursday August 27th at 11:30pm EST

Presenter - Mario Taffo

Registration: d4599a37-6321-4305-b0d0-bb2b4600827d@51a720d3-37df-4347-add6-905bcd61cd6d" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d4599a37-6321-4305-b0d0-bb2b4600827d@51a720d3-37df-4347-add6-905bcd61cd6d

08/25/2026

Have you noticed that the biggest financial headlines are rarely about the basics? It’s easy to focus on the latest market trend or investment headline while overlooking some of the fundamental pieces of your financial picture. 💰 Emergency savings 💳 Managing high-interest debt 📊 Retirement contributions 🎯 Longer-term financial goals The Money Stack is a quick visual guide that explores how these priorities can fit together—and why the order of your financial decisions may matter. Take a look at the framework below.

Some financial moves do more.

08/24/2026

Markets rarely move in a straight line, and each quarter brings new developments. The latest Q2 Market Update provides a concise overview of recent market activity, economic trends, and several themes that continue to shape the investment landscape. Whether you follow the markets closely or simply want a better understanding of what's been happening, this quick read offers valuable perspective. 👉 Click here to explore the update.

Here's what savvy investors should know

08/23/2026

SALT Deduction Gets an Update for 2026 Taxes.

A key homeowner tax break is higher this year. Here's what you need to know now.

https://www.kiplinger.com/taxes/salt-deduction-gets-an-update-for-2026-taxes

A key homeowner tax break is higher this year. Here's what you need to know now.

08/22/2026

Estate Tax Quiz: Can You Pass the Test on the 40% Federal Rate?

What's your estate tax IQ? Find out with this 2026 quiz for estate tax exemption amounts and federal tax rates.

https://www.kiplinger.com/puzzles/quizzes/estate-tax-quiz-can-you-pass-the-test

What's your estate tax IQ? Find out with this 2026 quiz for estate tax exemption amounts and federal tax rates.

08/21/2026

6 Timeless Money Lessons That Prove the Best Financial Advice Often Isn't the Newest.

While technology and markets have evolved over the past 250 years, these financial principles practiced by America's founding fathers offer a reliable playbook for building lasting wealth today.

https://www.kiplinger.com/personal-finance/debt-management/timeless-money-lessons

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

08/20/2026

Cash Flow vs Income: Why Retirees Need to Know the Difference.

Retirees often overpay their taxes because they mix up their cash flow, income and actual spending. Understanding the differences can help you stay in control of your financial plan and tax bill.

https://www.kiplinger.com/retirement/retirement-planning/cash-flow-vs-income-know-the-difference

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Retirees often overpay their taxes because they mix up their cash flow, income and actual spending. Understanding the differences can help you stay in control.

08/19/2026

For 3 Years, Markets Have Soared Ever Closer to the Sun: Is It Time to Protect Your Gains Before Their Wings Melt?

Hooray for the market's double-digit growth three years in a row, but it could be time to check in on your risk tolerance.

https://www.kiplinger.com/retirement/retirement-planning/markets-soared-protect-your-gains

Hooray for the market's double-digit growth three years in a row, but it could be time to check in on your risk tolerance.

08/18/2026

Thinking About Cutting Your 401(k) Contributions? 6 Reasons to Reconsider.

Lowering your 401(k) contributions might solve a short-term cash squeeze, but it carries long-term costs, including these six.

https://www.kiplinger.com/retirement/401ks/the-401-k-mistake-that-could-cost-you-millions-in-retirement-savings

Lowering your 401(k) contributions might solve a short-term cash squeeze, but it carries long-term costs, including these six.