Blog
Welcome to the Informed Family Financial Services blog page. We'll provide updates about the firm as well as our thoughts and commentary on various items that may impact your financial life.
The Fed's Drive to 2% Inflation
Wall Street keeps asking, “When will the Fed start cutting interest rates?” But perhaps the better question is, “What is the Fed looking for before it would consider cutting interest rates?” As you may recall,...
Read MoreNavigating Retirement Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them "missteps" may be a bit...
Read MoreReasons Not to Write Your Own Will
Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of some...
Read MoreEight Mistakes That Can Upend Your Retirement
Eight Mistakes That Can Upend Your RetirementPursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.No Strategy: Yes,...
Read MoreDoes Your Portfolio Fit Your Retirement Lifestyle?
Does Your Portfolio Fit Your Retirement Lifestyle?Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon.Using these inputs and sophisticated portfolio-optimization calculations,...
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SECURE Act 2.0: An Overview
SECURE Act 2.0: An OverviewIn the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.The law is called SECURE 2.0...
Read MoreNew Retirement Contribution Limits for 2023
New Retirement Contribution Limits for 2023The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these...
Read MoreDo Our Biases Affect Our Financial Choices?
INVESTMENTREAD TIME: 3 MINDo Our Biases Affect Our Financial Choices?Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned about their preconceptions and biases...
Read MoreHow to Keep Your Identity Safe
In case you didn’t know, June is National Internet Safety Month. With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been...
Read MoreFor Financial Planning Success Consider the Impact of Behavioral Finance
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Have a Long Term goal? Financial Planning can Help You get you there
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PRESS RELEASE: Informed Family Financial Services Celebrates their 20 Year Anniversary
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