Insurance options and strategizing
Insurance can be a bit of a daunting issue for the average every day consumer. Here at Innovative Wealth Partners we try to take confusing topics and make them easier to understand and comprehend. Insurance matters in general are often made best when you are able to realize that it can be a win for […]
Making educated pension decisions
What is a defined benefit pension? A defined benefits pension are a employee benefit that use to be extremely popular and today are somewhat a thing of the past. Technically, this sort of pension, is an income stream that one would earn by working at a company for several years. It is a fixed income […]
Medium and large employer plans
401(k) plans Plans can become very confusing if you are trying to navigate the market without an expert on your side. We are not perfect by any means but we can be your partner. The 401(k) plans page on the IRS website is a good place to find important information. If the thoughts of re-balancing […]
Small employer retirement plans
401(k) plans 401(k) plans can become very confusing if you are trying to navigate the market without an expert on your side. We are not perfect by any means but we can be your partner. This page on 401(k) plans on the IRS website is also a good place to find important information. Just please […]
Complexity of products
This simple yet not very sophisticated example will elude us to one of the massive problems that exist in today’s marketplace. Take the unique and almost impossible to occur example (used intentionally for ease of math) year by year return year 1=100% year 2=-50% year 3=100% year 4=-50% At the end of this example, no […]
Social security information
Before we get into this too far, the social security website can be a great resource for us to utilize. Click here. We have a lot of resources for you that are available to us from third parties regarding social security. There is literally almost an unlimited amount of information that we might be able […]
Small business: Revenue enhancing ideas
Ever feel like you love doing what you are doing but feel that there was a smarter way of doing it? I am sure you have heard of the 80-20 rule, 80 percent of your time is spent on 20 percent of your clients/customers. Do you have a reasonable solution for dealing with this problem? […]
Balance is vital
At IWP we feel that so much of life is about balance and we don’t think financial matters are any different. We feel it is imperative that we keep that in mind when making financial decisions. Of course, we all want the maximum amount of insurance coverages and maximum returns on our savings but both […]
Attorney’s at law
We work with many. We attempt to match the attorney up with the needs of the client. We do not believe in wasting resources and know that both your time and the attorneys time is expensive. If you would like anything from simple legal docs, a discussion on what business entity might make sense or […]
Mutual fund providers
The list of mutual fund and vendors for the investment space could take up pages so we will simply list a few so you can get a feel for the type of firm we life to work with. The firms we have access to consist of large multi national companies with decades of experience clear […]
