iMARKET NEWS

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

Securing Your Future with Life Cycle Planning

The need for regular savings and investing spans many life stages. Through the years, your goals

by Jake Rivas

Six Tips for Wealth & Sanity

*And the most important tip of all? Hire a financial advisor Investing can be stressful, but it does

by Jake Rivas

Life Insurance: How Much Is Enough?

You may already be aware of the importance of having enough life insurance coverage to handle financial matters

by Kevin Moore

Building a Solid Asset Protection Plan

Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many for

by Jake Rivas

Will Trade War Lead to More Market Volatility?

Presented by Kevin Moore and Jake Rivas On July 26, 2019, the S&P 500 peaked—but it has since dropped

by Kevin Moore

3 Gurus’ Timeless Wisdom

Follow investment gurus to avoid investment mistakes. When things seem unsettled, a trio of these savants offer

by Jake Rivas

The Triple Tax Benefits of Health Savings Accounts

When planning for retirement, most Americans think mainly about using tax-advantaged savings vehicles like 401(

by Jake Rivas

Mental Health Benefits

When you think of health insurance, you probably think of coverage for prescription drugs, visits to the doctor

by Kevin Moore

Market Update for the Quarter Ending June 30, 2019

Presented by Kevin Moore Strong June leads to positive quarter for markets June was a great month for sto

by Jake Rivas

2019 Midyear Outlook: A Story of Headlines Vs. Fundamentals

Presented by Kevin Moore, CFP® and Jake Rivas, CFP® At the end of last year, the big question was, “Will

by Jake Rivas

Aging Parents and Money

Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them

by Jake Rivas