At I.W.M.I.S. we focus on one thing: Protecting the assets of our clients. An unbiased, holistic financial planner that puts the clients needs before his own.
04/23/2026
Five financial mistakes that could negatively impact your kids: https://www.aarp.org/money/retirement/financial-retirement-estate-planning-mistakes-to-avoid/
These are good things to keep in mind as you prepare for your financial future.
Money Mistakes That Will Make Your Kids Hate You Don’t let estate planning blunders, money secrets or other slipups create a rift.
! The SSA has issued a warning not to trust suspicious emails that include a link to supposedly download your statement. Learn more here: https://oig.ssa.gov/scam-alerts/2025-04-01-beware-of-scam-emails-asking-to-download-statements/
We hope you found this helpful!
is a huge expense–how will you cover the cost? What do you need to know? You might find this article helpful: https://www.fool.com/retirement/healthcare-in-retirement/
Always here to help!
04/02/2026
If you're under 65 and intend to start soon, skyrocketing health care premiums might throw a wrench in the works. Learn more: https://www.kiplinger.com/retirement/retirement-planning/will-soaring-health-care-premiums-tank-your-early-retirement
Always here to help!
Will Soaring Health Care Premiums Tank Your Early Retirement? If you're under 65 and want to retire soon, your plan may be derailed by skyrocketing ACA marketplace premiums. Here's what you can do.
03/28/2026
tips for solo agers: https://www.aarp.org/money/retirement/solo-agers-retirement-planning/
Pave the way toward financial stability in your later years.
Retirement Planning for Solo Agers These steps can build financial security in your later years
03/26/2026
Peace of mind matters just as much as returns in . According to this article, more Americans are prioritizing stable, predictable income over market volatility, especially as they move towards retirement: https://retirement.news/jim-oberle-low-risk-investments-retirees-prefer-in-2025-because-they-prioritize-peace-of-mind-over-market-thrills/
Low-Risk Investments Retirees Prefer in 2025 Because They Prioritize Peace of Mind Over Market Thrills | RNN Key Takeaways In 2025, retirees are leaning toward low-risk investments that provide stability, consistent income, and predictable outcomes rather than chas ...
–What is an “investment scam” and what are some potential signs? Learn more here: https://consumer.ftc.gov/articles/investment-scams
Here to help!
03/14/2026
Small decisions can make a big difference in retirement. Knowing the rules can help avoid unwanted surprises. Especially with, for example, social security. Read this article to learn more: https://www.aol.com/articles/m-retiree-3-social-security-110005767.html
I’m a New Retiree: 3 Social Security Lessons I Learned in Retirement Here are the five biggest lessons I learned the hard way after I stopped working and started collecting benefits.
03/12/2026
Some advice regarding meetings with family, courtesy of Kiplinger: https://www.kiplinger.com/retirement/estate-planning/how-to-run-successful-estate-planning-family-meetings
We hope you find this helpful!
The 5 W's of a Successful Estate Planning-Focused Family Meeting, From a Wealth Adviser Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
March 8th, 2026, at 2 a.m. So don’t forget to set your clocks forward tonight!
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