Your flight getting canceled is a pain, but doesn’t have to be a disaster With winter weather already blowing in,... View Article
Categories for News
Student Debt is Deeper Than You Think
Financial 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.
Will the Coronavirus Spell the End of the Bull Market?
Presented by Kevin Moore & Jake Rivas March 9, 2020, marks the 11th anniversary of the bull market, which started... View Article
iFinancial’s 2019 Annual Report
2019 ANNUAL REPORT Helping our clients live intentional lives while making the financial planning process understandable is our goal. As... View Article
The “Average” Benefit of Dollar Cost Averaging
Dollar cost averaging is an elegantly simple investment technique. You invest the same amount of money each month (or other... View Article
What If You Can’t Pay the IRS on Time?
It is possible that you could owe the government taxes on April 15th which you cannot pay. What should you... View Article
How Bunching Expenses Can Enable Taxpayers to Continue to Itemize
In response to the significant changes to the tax deduction rules under the Tax Cuts and Jobs Act (TCJA), many... View Article
FAFSA: Don’t Leave Money on The Table
When thinking about funding sources for your children’s college education, you may assume your family earns too much to qualify... View Article
Draft a Retirement Wish List for Your Financial Adviser
Before your first visit, most financial professionals will ask you to pull together a lot of paperwork. They’ll want to... View Article