iMARKET NEWS

Q&A: Understanding the New CARES Act

Presented by Kevin Moore & Jake Rivas On March 27, 2020, President Trump signed the Coronavirus Aid, Relie

by Jake Rivas

When Your Flight Is Canceled

Your flight getting canceled is a pain, but doesn't have to be a disaster With winter weather already blowing

by Kevin Moore

Student Debt is Deeper Than You Think

  Rising Cost of College The College Board’s Trends in College Planning 2017 Report documented the change

by Jake Rivas

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, whic

by Kevin Moore

iFinancial’s 2019 Annual Report

2019 ANNUAL REPORT Helping our clients live intentional lives while making the financial planning process

by Jake Rivas

The “Average” Benefit of Dollar Cost Averaging

Dollar cost averaging is an elegantly simple investment technique. You invest the same amount of money each mon

by Jake Rivas

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

by Jake Rivas

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

by Jake Rivas

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

by Kevin Moore

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'l

by Kevin Moore

Facing the Possibility of Incapacity

Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day

by Jake Rivas

Giving Your Card a Charge

According to The Federal Reserve more than 174 million Americans have credit cards. The average credit card hol

by Kevin Moore

IS THE ROTH 401(k) RIGHT FOR ME?

The Economic Growth and Tax Relief Reconciliation Act of 2001 introduced the Roth 401(k) as a retirement plan t

by Jake Rivas

The Setting Every Community Up for Retirement Enhancement (SECURE) Act

On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing m

by Jake Rivas

Adapting to The New Tax Environment

Understanding a Few of the Effects on Small Businesses The Tax Cuts and Jobs Act (TCJA), legislation that has

by Jake Rivas

Tips for Avoiding Common Holiday Cyberscams

Presented by Kevin Moore and Jake Rivas For many of us, the holiday season is a wonderful time of year. Unfo

by Kevin Moore

A Working Parent’s Guide to the Child and Dependent Care Tax Credit

As working parents of young children know, paying for child care can take a big bite out of the family budget.

by Jake Rivas

Just Do It: A Checklist to Help You Manage Your Money

Review this simple checklist for pointers that can help you manage your money. Just Plan. Critic

by Kevin Moore

10 Projects to Help You Live in Your Home Forever

In response to demands from baby boomers, aging-in-place improvements that help seniors stay safely in

by Jake Rivas