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