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, which started... View Article
Tag Archive: finances
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, which started... View Article
iFinancial’s 2019 Annual Report
2019 ANNUAL REPORT Helping our clients live intentional lives while making the financial planning process understandable is our goal. As... View Article
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 you... View Article
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 that employers... View Article
Adapting to The New Tax Environment
The Tax Cuts and Jobs Act (TCJA), legislation that has been characterized as the first major reform of the Internal Revenue Code in 31 years, received final approval from the House and the Senate on December 20, 2017 and was signed into law by President Trump on December 22, taking effect on January 1, 2018.
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... View Article
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. Critical for long-term success, your... View Article
*And the most important tip of all? Hire a financial advisor Investing can be stressful, but it doesn’t have to... View Article
Life Insurance: How Much Is Enough?
You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could... View Article
Building a Solid Asset Protection Plan
Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many forms, for every type of individual. It starts... View Article