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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, September 15, 2021

In May 2021, the Biden administration released its revenue-raising proposals in the Treasury Department’s “Green Book.” It contains sweeping changes to the US tax system and can affect not only the ultra-rich but many...

Wednesday, August 11, 2021

The divorce rate is declining for all segments of the population, except for those 50 and older. If getting older wasn't hard enough, right? It's even been given a name: "gray divorce.” According to Dr. Susan Brown, co-author of...

Wednesday, July 21, 2021

According to research findings by the Cerulli Associates, up to 45 million households in the United States will enjoy a transfer of over 68 million in the next 25 years. Will your household be amongst the statistics? This will be...

Wednesday, June 16, 2021

Many of us can’t wait until the day comes to retire. That day seems so far off until those around us give up the daily grind for retirement. You’ve probably seen or heard the excitement—a sign on your neighbor’s...

Wednesday, May 19, 2021

Just because you have the money doesn't mean you should spend it frivolously. Rich people like Warren Buffett get rich not just by good business sense; they are also common-sense spenders living simply, not extravagantly. According to...

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Friday, April 23, 2021

If you are over the age of 30, saving for retirement should be one of your top priorities. After all, we know that social security alone will not be enough to support you during your golden years. People are living longer and have more...

Wednesday, March 17, 2021

2020 was a challenging year for many Americans. The COVID-19 pandemic made many people reevaluate their retirement plans and consider saving even more than before. Whether or not the pandemic changed your saving habits and your...

Wednesday, February 17, 2021

For many people, tackling your finances in a new year can seem daunting. But, with a few quick tips and tricks, we are here to help you create a plan to get your finances for 2021. While the new year’s motivation is still high,...

Monday, January 18, 2021

Have you ever wondered how you can lower your taxes? Are you familiar with all write-offs and deductions available to you? In most cases, the answer is no. Without a personal accountant or a ton of research, most people are not aware...

Wednesday, December 30, 2020

It goes without saying that 2020 is unlike anything we have ever experienced. Over one year, we have managed to include some versions of the following: The income inequality of the Gilded Age The election of 1896 The pandemic of 1918...

Tuesday, December 15, 2020

With the Presidential Election behind us, many clients may be wondering whether now is a good time to invest their excess cash. The stock market has rallied from that point with the uncertainty and anticipation removed, and many of the...

Wednesday, November 18, 2020

To listen to the full recording, click here: RECORDED ZOOM VIDEO KEY POINTS: (00:36): Despite the election and a pandemic, we are in the midst of an economic recovery. We know the US economy has always been a bit resilient and dynamic...

Tuesday, November 3, 2020

The year 2020 will continue to surprise us and staying abreast of the latest important information is paramount. Below the Executive Summary, you will find greater detail. Executive Summary The beat went on in the 3rd quarter as Growth...

Tuesday, October 27, 2020

With the Presidential election less than 2 weeks away, investors are talking more politics and potential election outcomes than possibly ever before. Its fair to say there is some concern associated with the election this year with no...

Wednesday, September 23, 2020

Generational wealth planning is an essential part of long-term financial planning for your family now and after your transition. A comprehensive strategy doesn’t just focus on how to transition wealth to the next generation, but...

Friday, August 28, 2020

In light of the upcoming election, we thought it would be pertinent to provide you with an overview of the current economic situation. Below the executive summary, you will find greater detail. Executive Summary The S&P 500 achieved a...

Friday, August 7, 2020

IM Wealth Partners, an independent financial service firm, has announced its continued support via sponsorship for The Richard D. Stephens Memorial Shepherd’s Shelf Golf Outing benefiting The Shepherd’s Shelf Food Pantry....

Wednesday, June 3, 2020

We had a great turnout for our webinar, in which Kristin Gavin, CPA of Barz Gowie Amon Fultz Certified Public Accountants, and I recapped the ever-changing Paycheck Protection Program (PPP) hosted by the Cindy Dickerman Team at Keller...

Monday, May 11, 2020

During the month of March, President Trump signed into law the largest stimulus in American history called the “CARES” (Coronavirus Aid, Relief, and Economic Security) Act. In the simplest terms, the CARES Act alters...

Friday, May 1, 2020

We had a great turnout for our webinar, held on April 22, 2020 during which our Partner, Fidelity Investments provided an update on both the economic and market outlooks for the US and abroad due to the Coronavirus pandemic. Whether...

Wednesday, April 8, 2020

What you need to know. Provided by Ian Meierdiercks When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s).In I.R.S. terminology, these withdrawals are...