iMARKET NEWS

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

by Jake Rivas

Living Will

What is it? A living will is your written decision regarding medical care that remains effective if you lose t

by Jake Rivas

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

by Jake Rivas

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

by Jake Rivas

TWO INVESTING QUESTIONS

 There is an investment strategy out there for just about everyone, whether you want to be aggressive or prese

by Kevin Moore

Update On the Payroll Protection Program (PPP)

The Payroll Protection Program (PPP) was created to provide loans to help distressed small businesses stay aflo

by Jake Rivas

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