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
Tag Archive: financial aid
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
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 many aspects... View Article
Tips for Avoiding Common Holiday Cyberscams
Presented by Kevin Moore and Jake Rivas For many of us, the holiday season is a wonderful time of year.... 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
Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney... View Article
Follow investment gurus to avoid investment mistakes. When things seem unsettled, a trio of these savants offer timeless advice you... View Article
When you think of health insurance, you probably think of coverage for prescription drugs, visits to the doctor, hospital stays,... View Article
Long-Term vs. Short-Term Disability Income Insurance
It’s hard to imagine becoming disabled, and harder still to imagine a disability lasting longer than a few weeks. But... View Article
Women and Asset Protection: How Insurance Can Help
Insurance is an important part of your asset protection plan. A good asset protection plan should attempt to: Recognize potential problems before they arise Shield your assets from potential legal liability, and Protect your property, possessions, and income from creditor claims
Devising a Data Breach Game Plan
As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. For many... View Article