iMARKET NEWS

5 IRA Misconceptions and How You Can Make the More Informed Choice

Presented by Jake Rivas Some IRA planning and investment strategies may appear easy to execute, but

by Jake Rivas

In Transition: Coping with Big Life Changes

The one constant in life is change. Whether your child is graduating from college or getting married, whether y

by Jake Rivas

Could a Health Savings Account Work for You?

Do medical expenses cost more than you’d like? Do you wish you had more control over your health care expense

by Kevin Moore

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 Jake Rivas

Education Savings Vehicles

Save early, save often and understand the alphabet soup of options The cost of a college education increases e

by Jake Rivas

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

by Jake Rivas

Understanding Interest Rates and Your Financial Situation

When discussing bank accounts, investments, loans, and, it is important to understand the concept of interest r

by Kevin Moore

Five Tips to Help Couples Talk About Money

Money discussions can affect your relationship, especially if you put those talks off too long. You and your pa

by Jake Rivas

The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)

Retirement is a time for pursuing your passions, reaping the fruits of your life’s work, and making the most

by Jake Rivas

Could a Health Savings Account Work for You?

  Could a Health Savings Account Work for You? Do medical expenses cost more than you’d like? Do you wish y

by Jake Rivas

Estate Planning for LGBTQ+ Married Couples

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow sam

by Jake Rivas

Five Tips to Help Couples Talk About Money

Money discussions can affect your relationship, especially if you put those talks off too long. You and your pa

by Kevin Moore

Four Ways to Avoid Money Spats with Your Partner

Under the influence of romance, it is easy to be distracted from practicalities. But couples that can’t agree

by Jake Rivas

Does Your Credit Need Repairing?

Presented by Kevin Moore and Jake Rivas Many people had their financial plans derailed in 2020. You or a spo

by Kevin Moore

Real Estate and Self-Directed IRAs

Presented by Jake Rivas Self-directed IRAs are almost identical to traditional IRAs: They both allow

by Jake Rivas

To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Presented by Kevin Moore and Jake Rivas Living in an increasingly paperless world has its benefits, but when

by Jake Rivas

The American Jobs Plan and Proposed Tax Policy

Presented by Kevin Moore and Jake Rivas On March 31, 2021, President Biden introduced the American Jobs Plan

by Jake Rivas

A Starter Guide to Selling Your House

Presented by Kevin Moore and Jake Rivas From the moment you decide to sell to the day you hand over the keys

by Jake Rivas

Your Guide to Medicare Planning

Presented by Kevin Moore and Jake Rivas Did you know that the total projected lifetime health care costs (ex

by Kevin Moore

Mastering Financial Aid Eligibility

Presented by Kevin Moore and Jake Rivas For many families, financial aid programs help make higher education

by Jake Rivas