IAG CEO Brandon Jordan Awarded Enrolled Agent Status
What is liquidity? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business.
What Is Liquidity?
What is liquidity? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business.
5 Things You Can Do With An IRA That You Cannot Do With A 401(k)
IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account.
4 Ways to Apply the 80/20 Rule to Your Financial Pursuits
Ever heard of the 80/20 Rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it.
Avoiding Financial Scams and Identity Theft
You can never be too careful when it comes to financial scams and identity theft. Here are a few tips to help you avoid becoming a victim.
5 Tax Gotchas in Retirement
If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations.
People Have Memories. Markets Don’t.
One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year.
What’s in the SECURE 2.0 Act?
The original SECURE Act was signed into law in 2019. The SECURE 2.0 Act was then enacted at year-end on December 29, 2022.
Aly Stadelmann Joins IAG as Director of Impact
Our Success Team is happy to announce that Aly Stadelmann has joined Impact Advisors Group as our Director of Impact.
Developing a Financial Plan You Can Stick With
The past three years were a good test of whether or not you have a financial plan that is sensible to stick with.