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.

Here's Where You Can Retire Without Paying State Taxes on Your Retirement Income.After a lifetime of contributing to Soc...
06/15/2026

Here's Where You Can Retire Without Paying State Taxes on Your Retirement Income.

After a lifetime of contributing to Social Security, building up a retirement plan, or earning a pension, you may be bracing for a big tax hit in retirement. Now you’re ready to punch your last time card, and your state has its hand out for some tax dollars, as well.

https://www.investopedia.com/here-s-where-you-can-retire-without-paying-state-taxes-on-your-retirement-income-11959714

Some states give multiple tax breaks to retirees. Nine states have no income tax. This includes Washington, which only taxes high earners' capital gains.

Retirement can span decades, making portfolio decisions more important than ever. Our Investment Portfolio Review Checkl...
06/15/2026

Retirement can span decades, making portfolio decisions more important than ever. Our Investment Portfolio Review Checklist provides a practical framework for evaluating whether your current strategy aligns with your goals, timeline, and income needs. Click here to access the checklist.

The years around retirement are when alignment matters.

How to Tackle Estate Planning Basics in 7 Steps.Guess what? You’ve probably already started the process.Estate planning ...
06/14/2026

How to Tackle Estate Planning Basics in 7 Steps.

Guess what? You’ve probably already started the process.

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly—cleaning the filter on the vacuum cleaner, setting up a password manager, you name it.

https://www.morningstar.com/personal-finance/how-tackle-estate-planning-basics-7-steps

Guess what? You’ve probably already started the process.

The Retirement Expense You May Be Missing.This common healthcare cost can catch retirees off guard, and Medicare offers ...
06/12/2026

The Retirement Expense You May Be Missing.

This common healthcare cost can catch retirees off guard, and Medicare offers little protection. Here’s how to plan for it.

https://www.morningstar.com/retirement/retirement-expense-you-may-be-missing

This common healthcare cost can catch retirees off guard, and Medicare offers little protection. Here’s how to plan for it.

Social Security benefits continue move to 100% electronic payments.The Social Security Administration is about to wrap u...
06/11/2026

Social Security benefits continue move to 100% electronic payments.

The Social Security Administration is about to wrap up its move to paperless payments.

By the end of the year, the SSA plans to fully transition to electronic payments for all beneficiaries, the agency wrote in a June 2 blog post. "To improve efficiency, reduce costs, and enhance security in federal payments, the Department of the Treasury is phasing out paper checks," the SSA said.

https://www.usatoday.com/story/money/2026/06/11/social-security-benefits-electronic-payment/90506560007/

The Social Security Administration plans for benefit payments for Social Security and Supplemental Security Income to be 100% electronic by year-end.

The Right Way and the Wrong Way to Use a 529 Plan That Doesn't Cover the Full Cost of College.Don't dip into your own re...
06/09/2026

The Right Way and the Wrong Way to Use a 529 Plan That Doesn't Cover the Full Cost of College.

Don't dip into your own retirement savings if rising costs mean your child's 529 plan won't cover all their college expenses. Used carefully, the plan can be more flexible than you might think.

https://www.kiplinger.com/personal-finance/college/how-to-use-a-529-plan-that-doesnt-cover-the-full-cost-of-college

Don't dip into your own retirement savings if your child's 529 plan won't cover all their college expenses. The plan can be more flexible than you might think.

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