The Dangers of Trying to Time the Market
Are you considered clairvoyant? Do you win an office football pool every year? Or are you the sort of person wh
Save early, save often and understand the alphabet soup of options The cost of a college education increases e
Understanding Interest Rates and Your Financial Situation
When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of
Five Tips to Help Couples Talk About Money
Five Tips to Help Couples Talk About Money Money discussions can affect your relationship, especially if you p
Understanding IRA Minimum Distribution Requirements
Many people who have been contributing to Individual Retirement Accounts (IRAs) for years have watched
The Importance of Market Evaluations
Although financial professionals often rely on long-term historical averages when making capital market assumpt
How Diversification Can Help Small Business Owners Manage Risk
Business Owners Should Consider Their Total Risk Factor Most investors understand the notion of diversificatio
The Triple Tax Benefits of Health Savings Accounts
The Triple Tax Benefits of Health Savings Accounts When planning for retirement, most Americans think mainly a
What is it? A living will is your written decision regarding medical care that remains effective if you lose t
What Determines Your IRA’s Required Minimum Distribution Amount?
If you have savings in a traditional Individual Retirement Account (IRA), you must begin making withdra
Insurance Protection for Life’s Key Stages
Whether you are just starting your career, in your peak earning years, or enjoying retirement, your insurance p
There is an investment strategy out there for just about everyone, whether you want to be aggressive or prese
Update On the Payroll Protection Program (PPP)
The Payroll Protection Program (PPP) was created to provide loans to help distressed small businesses stay aflo
Q&A: Understanding the New CARES Act
Presented by Kevin Moore & Jake Rivas On March 27, 2020, President Trump signed the Coronavirus Aid, Relie
Your flight getting canceled is a pain, but doesn't have to be a disaster With winter weather already blowing
Student Debt is Deeper Than You Think
Rising Cost of College The College Board’s Trends in College Planning 2017 Report documented the change
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
iFinancial’s 2019 Annual Report
2019 ANNUAL REPORT Helping our clients live intentional lives while making the financial planning process
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
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