Over the next few decades, an estimated $84.4 trillion will be transferred through estates, but 28% of high-net-worth investors currently lack a solid plan for this transition.1 While estate planning can sometimes feel overwhelming, taking the time now to organize your affairs is an invaluable investment in your family’s future. This guide will introduce the …Read More >
As individuals approach or plan for retirement, charitable giving often becomes an essential part of their financial and estate planning. Beyond the fulfillment that comes from supporting meaningful causes, charitable contributions can also provide valuable tax benefits. Using smart tax-friendly strategies can help maximize the impact of donations while reducing tax burdens, making charitable giving …Read More >
Election years often bring heightened uncertainty for investors. With discussions about policy changes, economic shifts, and market reactions dominating the news, many investors feel anxious about how these factors could impact their wealth. When navigating uncertain waters, we find it helpful to focus on informed, pragmatic approaches. We believe that with the right perspective and …Read More >
The third quarter of 2024 brought significant fluctuations in the financial markets. Despite closing in positive territory, it was a bumpy ride marked by concerns over economic data, surprise rate moves, and heightened volatility. In our latest video, Justin Kittle explores the factors behind this market turbulence and the Federal Reserve’s recent actions to address …Read More >
Just in time for Financial Planning Month! We are excited to introduce Matt Rice as the new Director of Financial Planning at IMA Private Wealth. Matt holds a Certified Financial Planner (CFP®) designation and brings over a decade of experience in financial planning and advisory services, having spent the last nine years with TIAA, where …Read More >
At IMA Private Wealth, our dedication to your financial well-being is unwavering, and we’re committed to providing top-tier service that grows alongside your needs. To that end, we recently announced a series of enhancements designed to make your wealth management experience even more seamless, comprehensive, and personal. A New and Improved Online Client Portal Your …Read More >
