Tag Archive: financial advice
There is an investment strategy out there for just about everyone, whether you want to be aggressive or preserve your capital long-term. It can be easy to get bogged down in the Investing section of Google, looking at all the articles promising to make you rich in five easy steps.
Update On the Payroll Protection Program (PPP)
The Payroll Protection Program (PPP) was created to provide loans to help distressed small businesses stay afloat and save jobs... View Article
Your flight getting canceled is a pain, but doesn’t have to be a disaster With winter weather already blowing in,... View Article
Student Debt is Deeper Than You Think
Financial Advisors Matter Again, it’s never too early to begin your child’s college funding plan. Call me to discuss a time so that we can begin building a personalized financial plan that is consistent with your overall goals and objectives.
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
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... View Article
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’ll want to... View Article
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 affairs. Incapacity... View Article
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Tax Planning Services provided by Jacob Rivas at i•file Tax Planning and Preparation. i•financial and Commonwealth Financial Network® are separate and unrelated entities.
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