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.
Estate Planning for LGBTQ+ Married Couples
September 22, 2021
Five Tips to Help Couples Talk About Money
July 5, 2021
Four Ways to Avoid Money Spats with Your Partner
June 28, 2021
Does Your Credit Need Repairing?
June 21, 2021
Real Estate and Self-Directed IRAs
May 12, 2021
To Keep or Not to Keep: A Guide to Common Records-Retention Questions
May 4, 2021