View Article">View Article">
At i•financial, helping our clients live intentional lives while making the financial planning process understandable is our goal. As investment advisors, we operate as fiduciaries, which means we are obligated to act in your best interest, avoid conflicts of interest, disclose all material facts fully and completely, act with utmost good faith, and not mislead clients.
The Triple Tax Benefits of Health Savings Accounts
July 6, 2020
June 17, 2020
What Determines Your IRA’s Required Minimum Distribution Amount?
May 26, 2020
Insurance Protection for Life’s Key Stages
May 19, 2020
TWO INVESTING QUESTIONS
May 13, 2020
Update On the Payroll Protection Program (PPP)
May 4, 2020