IWM Advisors, LLC  166 East 61st Street–Suite 6B  New York, NY 10065

917.697.4156 peterculver@iwmnyc.com

Category : Uncategorized

Latest News

It’s All About the Numbers

Most financial and estate planning projects have two components: legal and financial.  All too often we see outstanding  legal documents but limited consideration of the financial implications.  No client should make any of the following decisions without crunching the numbers.   Retirement. Modern financial planning tools provide very sophisticated modelling of different retirement scenarios: When…

read more

Retirement is Looming: Are You Ready?

Did you know that 10,000 people are celebrating their 65th birthday in the United States today? In fact, 10,000 people celebrate their 65th birthday every day in the US. Studies have shown that the number one worry for people on their 65th birthday is money. If they feel like they don’t have enough money to…

read more