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Retirement: Charting a Course for Financial Independence and Purpose
Retirement – a time for relaxation, travel, and pursuing passions. But before you trade in your briefcase for a beach chair, it’s crucial to have a solid financial and estate plan in place. Here at I.M. Financial, we understand that retirement isn’t a one-size-fits-all proposition. Each stage of life requires a unique approach, and we’re […]
Read MoreSelling Your Business? Better Position Your After-Tax Take-Home with Strategic Planning
So, you’ve built a thriving business – congratulations! Now, your sights are set on a well-deserved exit. But before you shake hands with the buyer, there’s one crucial step: Seeking to maximize your after-tax sales proceeds. That’s where a financial advisor with expertise in business sales comes in. Why You Need More Than Just a […]
Read MoreRe-evaluating Your Life Insurance: Getting the Right Coverage for Your Family’s Future
Life insurance is a cornerstone of a financial plan, but life circumstances change. What made sense a few years ago might not be ideal for your family today. If you’re wondering if your current cash-value life insurance policy is still the best fit, you’re not alone. This is a common concern, and one our firm […]
Read MoreBuilding Your Real Estate Empire: How a CFP Can Help You
So you’ve chosen the exciting path of real estate investment, opting for tangible assets over the fluctuations of the stock market. This is a smart move, but like any successful venture, strategic planning is crucial. This is where a Certified Financial Planner (CFP) can become your secret weapon. Why a CFP for Real Estate Investors? […]
Read MoreFuture-Proofing Your Business: Mitigating Risks, Exploring Retirement, and Planning for Succession
As a business owner, you pour your heart and soul into building something extraordinary. But with great rewards come great responsibilities, and the weight of potential risks can be daunting. This is where strategic planning comes in, offering tools to navigate challenges, prepare for transitions, and ensure the long-term success of your venture. Mitigating Risk […]
Read MoreInvest with Purpose: Aligning Your Wealth with Positive Impact and Sustainable Strategies
As responsible investors, many of us seek not just financial returns, but also the chance to make a positive impact on the world. Thankfully, the realm of impact investing opens the door to aligning your wealth with your values and creating tangible social and environmental change. But what exactly is impact investing, and how can […]
Read MoreDon’t Miss Out! Maximize Your 2023 Tax Deductions Before the April Deadline: Lesser-Known Gems for High-Net-Worth Individuals
The April tax filing deadline is fast approaching, and high-net-worth individuals (HNWIs) like you have unique opportunities to maximize their deductions and minimize their tax burden. While standard deductions might cover a significant portion, there are numerous lesser-known deductions and strategies that can further reduce your tax liability. Beyond the Basics: Charitable Contributions: While many […]
Read MorePassing the Torch: Wealth Transfer & Multigenerational Wealth
Building wealth is an accomplishment, but safeguarding its legacy for future generations is where true success lies. As a financial advisor specializing in high-net-worth individuals, I frequently encounter families navigating the delicate terrain of succession planning. While the prospect of transferring wealth to loved ones brings joy, it can also stir up anxieties and potential […]
Read MoreElevating Your Wealth: Strategic Retirement Planning
Introduction As February unfolds, high net worth individuals find themselves presented with a unique opportunity to fine-tune their retirement plans and secure a future that mirrors the success they’ve achieved. While financial prosperity opens doors to unparalleled possibilities, it also demands a heightened level of strategic planning. In this article, tailored for high net worth […]
Read MoreCelebrating Financial Independence: Tips for a Secure Future
Celebrating Financial Independence: Tips for a Confident Future Introduction: As we honor Presidents Day, a time to reflect on the visionary leaders who shaped our nation, it’s fitting to draw inspiration for achieving financial independence. For high net worth individuals, the journey to financial freedom involves strategic planning, prudent investments, and a comprehensive approach to […]
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