McDowell IFS continues investing in advisor support for families, educators, and business owners seeking coordinated insurance and wealth guidance.
Month: June 2025
Summer Workshop Recap: College Planning Q&A
Parents asked practical questions about 529 withdrawals, scholarship timing, FAFSA updates, and how gifting strategies can support college planning.
Commercial Insurance Checklist for New Leases
Lease agreements often include insurance requirements that should be reviewed before signing. Gather certificates, coverage limits, and landlord requirements early.
How to Rebalance After Major Life Events
Major life changes can shift time horizons, liquidity needs, and risk tolerance. Revisit allocations after transitions so the portfolio still supports your goals.