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.
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 More
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 More
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 More
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,...Read More
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 More
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 More
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 More