The Importance of Market Evaluations
July 21, 2020 9:10 pm Leave your thoughtsAlthough financial professionals often rely on long-term historical averages when making capital market assumptions, not all starting points are the... View Article
Author Archives for Jake Rivas
How Diversification Can Help Small Business Owners Manage Risk
July 14, 2020 8:55 pm Leave your thoughtsBusiness Owners Should Consider Their Total Risk Factor Most investors understand the notion of diversification. We hear all the time... View Article
The Triple Tax Benefits of Health Savings Accounts
July 6, 2020 7:59 pm Leave your thoughtsThe Triple Tax Benefits of Health Savings Accounts When planning for retirement, most Americans think mainly about using tax-advantaged savings... View Article
Living Will
June 17, 2020 8:31 pm Leave your thoughtsWhat is it? A living will is your written decision regarding medical care that remains effective if you lose the... View Article
What Determines Your IRA’s Required Minimum Distribution Amount?
May 26, 2020 6:21 pm Leave your thoughtsIf you have savings in a traditional Individual Retirement Account (IRA), you must begin making withdrawals at age 701⁄2. To... View Article
Insurance Protection for Life’s Key Stages
May 19, 2020 10:16 pm Leave your thoughtsWhether you are just starting your career, in your peak earning years, or enjoying retirement, your insurance protection needs may... View Article
Update On the Payroll Protection Program (PPP)
May 4, 2020 3:01 pm Leave your thoughtsThe Payroll Protection Program (PPP) was created to provide loans to help distressed small businesses stay afloat and save jobs... View Article
Q&A: Understanding the New CARES Act
April 2, 2020 12:45 am Leave your thoughtsPresented by Kevin Moore & Jake Rivas On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic... View Article
Student Debt is Deeper Than You Think
March 18, 2020 12:58 pm Leave your thoughtsFinancial Advisors Matter Again, it’s never too early to begin your child’s college funding plan. Call me to discuss a time so that we can begin building a personalized financial plan that is consistent with your overall goals and objectives.
iFinancial’s 2019 Annual Report
March 4, 2020 9:49 pm Leave your thoughts2019 ANNUAL REPORT Helping our clients live intentional lives while making the financial planning process understandable is our goal. As... View Article
