Broker Check
Client Login

Blog

We are independently owned and dedicated to putting our clients first. Our team is committed to discovering and achieving a first-rate solution for your financial future. We work closely with you every step of the way building a solid financial structure for you and your family. Our 30 years of experience in the securities industry and an unparalleled commitment to the individual, we will provide you with a paramount confidence in your financial journey.  Let's get started on that journey today.

Friday, December 1, 2023

Every holiday season we find ourselves in a panic trying to get shopping done last minute while watching the credit card balance skyrocket. If you could do it differently to save stress, time, and cash, would you shop earlier? Would...

Monday, November 27, 2023

Whether you are currently in your late 20's or early 50's, it is never too early or too late to consider some common steps to help you save money,  including opening up and contributing to a retirement savings plans. In addition,...

Monday, November 20, 2023

Avoid Retirement Pitfalls! Navigating your 50s on the path to retirement requires smart financial choices. Don't underestimate the value of strategic savings. You can take charge by: --cutting costs --managing debt --considering an...

Thursday, November 9, 2023

Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies available to nearly everyone. Tax planning is more...

Thursday, November 2, 2023

The end of the year is prime time to reflect on whether you've met your financial goals. Some examples include repaying debt, saving for college, or building an emergency fund. Giving your finances a year-end checkup can help get you...

Show All

Wednesday, October 25, 2023

If you are sorting through the Medicare alphabet for yourself or for a love one, the process can be challenging. How do you get started and what do you need to know before you enroll? The first step is to visit the government’s...

Wednesday, October 18, 2023

I’d like to tell you about a new value-added service I offer ... one that may prove useful to you, and your family and friends. *Are you looking to enroll in a Medicare Advantage or supplement plan during this year’s...

Monday, October 9, 2023

If you or someone you love or care for is enrolled in Medicare, this email is a quick reminder that Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries...

Monday, October 2, 2023

Are you already planning for the end of the year? Where did the time go? In this edition, we’ll be looking into navigating Medicare for the first time, particularly if you are under the age of 65. Don’t forget Medicare...

Saturday, September 30, 2023

Determining the right type of life insurance for your family’s needs can be confusing and complex. Do you need term, permanent, or a combination of the two? Do you need whole, universal, or variable life?Term insurance is...

Sunday, September 24, 2023

Difficult situations—like losing a partner, getting laid off, or having to close a business—are impossible to completely prepare for. Having a sound financial strategy can help you weather the storm and safeguard your...

Tuesday, September 19, 2023

Life insurance is a complex topic. It often leaves many confused and concerned about what they should do with their existing policy.Reviewing your existing policy with an advisor at IFG will help determine whether or not your current...

Tuesday, September 12, 2023

Reviewing Your Health InsuranceLife and health insurance policies are a key part of your overall financial plan. It is important to review these policies each year to ensure that you have the coverage you need. If there are gaps, we...

Tuesday, September 5, 2023

An annual review of your insurance policy is has many advantages. There are numerous life circumstances that make this review even more valuable. A few possible life changes that would suggest an insurance review include:1. Annual...

Friday, September 1, 2023

Our independence allows us to access a wide range of insurance products through many underwriters in accordance with our ‘client first’ philosophy.  These range from traditional life, disability, and long-term...

Wednesday, August 30, 2023

The middle of the year is a good time to take stock of your financial situation and to reassess your fiscal goals. Taking a good look into your overall savings plan, wasteful spending, and debt can help you get your financial health in...

Monday, August 28, 2023

If you or someone you love or care for is enrolled in Medicare, this email is a quick reminder that Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries...

Thursday, August 24, 2023

Do you control your finances, or do your finances control you? If you’re like many people, today’s rapidly changing economic picture and frantic pace of everyday life prevent you from effectively working toward pursuing...

Thursday, August 17, 2023

When you lose a spouse, partner, or parent, the grief can be overwhelming and trying. In the midst of your grief, life still goes on.  There are arrangements to be made, things to be taken care of – and in recognition of...

Friday, August 11, 2023

How will your  own finances change as your children become independent. Where do parents draw the line with their children? What level of involvement and/or support should  parents maintain with their children? What are some...

Saturday, August 5, 2023

During August, we want to set you up for a successful benefit election period. Your employer-provided benefits are an important part of your financial plan, and we can maximize their effectiveness. Perhaps you…Want to make...

Tuesday, August 1, 2023

August is synonymous with heading back to school. For many, saving and setting aside funds for college tuition is overwhelming and daunting. Consider how to start saving now: https://www.savingforcollege...

Sunday, July 30, 2023

Text Alignment: LeftCenterRightDuring August our plan is to continue to help you review your investments.Possibly you would like to: Review the risk you are taking with your investments and want to consider adjusting your...

Monday, July 17, 2023

Whether you are a novice or experience investor, it is critical for you to consider reviewing your investment portfolio as part of your financial planning process. Particularly during times of uncertainty and volatility, a...

Saturday, July 1, 2023

Reviewing Your Investment StrategyIt would be a lot easier if investing could simply be “set and forget,” but in reality, your investment strategy should shift over time and with changing life circumstances. Otherwise, you...

Saturday, June 17, 2023

ESTATE MANAGEMENT CHECKLISTHere are a few items to consider when reviewing your Estate Management Checklist:1. Do you have a will?A will enables you to specify who you want to inherit your property and other assets. A will also enables...

Thursday, June 1, 2023

Estate planning is a complex process with many elements involved, some of which can be confusing. For instance, do you know the difference between a revocable trust and a will?A will is simply a personal statement of intent that...

Wednesday, May 17, 2023

Protecting the people nearest and dearest to us is something we all want to do. It’s why we purchase health and life insurance, save diligently for retirement, and ensure important legal documents (like a will or trust) are in...

Monday, May 1, 2023

Creating an estate plan is an essential component of your financial life, but one that can lead to uncomfortable conversations.  t forces us to discuss that none of us will live forever. And, it may reveal details about your...

Wednesday, April 26, 2023

At the end of tax season, many Americans look forward to receiving their return. But what happens when your return isn’t what you expected—or if you don’t get one at all?If it’s more than you expected: An...

Monday, April 17, 2023

What Issues Should You Consider When Reviewing Your RMD? RMDs (Required Minimum Distribution) are often an inconvenience.  The timing, the amount, and tax consequences associated with RMDs might run the risk of throwing a...

Friday, April 14, 2023

Have you completed a Digital Will?  It’s a good time to begin.What is at stake? If you or a loved one has a tragic life event and online accesses have not been shared/granted, then your surviving family member cannot...

Monday, April 10, 2023

As Someone Who is Working, What Issues Should I Consider When Reviewing My 2022 Tax Return?Discussing your current situation with your financial advisor is an important and informative exercise to ensure your understanding of your tax...

Monday, April 3, 2023

A Retiree’s Checklist for Reviewing your 2022 Tax Return The 2022 Tax Return deadline is right around the corner. If you are newly retired, it is a good idea toconsider meeting with your financial advisor to discuss and...

Saturday, April 1, 2023

What is My Current Cash Flow?Businesses generate a "sources and uses of cash" statement to evaluate their income and expenses and to check profitability. Similarly, a cash flow statement can help you evaluate your personal income and...

Monday, March 20, 2023

Did you know.....there are several ways to get a higher interest rate on your cash savings right now?1. High Yield Savings Accounts: Shop around for high-yield savings accounts:  Look for savings accounts that offer...

Monday, February 27, 2023

During the months of March and April, we want to help you identify planning opportunities (and spot potential issues) with your tax returns.If we work together now, we can help identify…If there was a change in your finances last...

Friday, February 24, 2023

                                                         Understanding your money MATTERS! Now is a good time to take a bird's eye view of your current cash flow to plan for the present and to prepare of the future.