Institute For Financial Awareness "IFA"

Life changes. Goals change. Markets change. But has your portfolio changed with them? Whether you're nearing retirement or already enjoying it, a periodic portfolio review can help ensure your strategy remains aligned with your current needs and objectives. Our checklist provides a simple framework to guide the conversation. Click here to access it.

8 Areas Many Investors Overlook Your portfolio is more than a performance number.

How the One Big Beautiful Bill Act Changed Retirement Planning for the Next Decade.

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. It implemented major changes for individual, corporate, and specialized taxes; restructured safety-net programs like Medicaid and SNAP; increased government spending on defense and immigration reform; and pivoted federal support from green energy to fossil fuels. Let's see how those changes could impact your retirement plans.

https://finance.yahoo.com/economy/policy/articles/one-big-beautiful-bill-act-204809898.html

How the One Big Beautiful Bill Act Changed Retirement Planning for the Next Decade The OBBBA could ease some tax burdens for retirees.