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  • icon showing finance calendar

    The Transition into Retirement

    The transition into retirement is when you are changing from your full-time working years to your retirement years. If retirement is approaching, you may have to make numerous decisions.
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    01/21/2021
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    Financial and Retirement Planning
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    IMG Q1 2021 Investor Letter

    From everyone here at IMG we hope you enjoyed your Holiday season and your New Year is off to a great start. While many individuals and businesses struggled in 2020, we remain optimistic 2021 will bring promise to an improved future.
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    01/08/2021
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    Market and Economic Perspectives
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    Setting Financial and Investment Goals

    Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal financial goals.
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    01/05/2021
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    Financial and Retirement Planning
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    Monthly Market Watch - December 2020

    The month and year ended on a positive note, with the S&P and Dow closing 2020 at record levels while the NASDAQ was up ~44% for the year.
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    01/05/2021
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    Market and Economic Perspectives
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    What Will You Pay for Medicare in 2021?

    Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2021 if you're enrolled in Original Medicare Part A and Part B.
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    12/29/2020
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    Financial and Retirement Planning
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    Year-End Charitable Giving

    With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.
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    12/22/2020
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    Trust and Estate Planning
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    The Markets & the Economy: What We’re Watching – December 18, 2020

    Vaccine optimism remains elevated ahead of another expected emergency use authorization for the Moderna candidate.
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    12/18/2020
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    Market and Economic Perspectives
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    Determining the Value of Your Business

    The basic concept of valuation is to determine a justifiable dollar value or price for a total or partial interest in your closely held business. Because valuing a business is so important, you should be very careful when selecting an appraiser.
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    12/15/2020
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    Business Owners
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    The Markets & the Economy: What We’re Watching – December 11, 2020

    This week, broader markets continued their march higher with investors focused on a return to stronger economic growth and healthier corporate earnings in the year ahead.
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    12/10/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – December 4, 2020

    November marked a historic month in the stock market - the S&P 500 year to date through November 30th was up 14.02%, November alone rose 10.95%.
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    12/06/2020
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    Market and Economic Perspectives
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    2020 Tax Savings Strategies

    As 2020 comes to an end and the presidential election is behind us, we are still left with the uncertainty of how the Senate will be controlled due to the two run-off elections in Georgia in early January 2021.
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    12/05/2020
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    Wealth of Insights Newsletter
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    Monthly Market Watch - November 2020

    November saw a post-U.S. election rally alongside remarkable results from the first Phase 3 trials from vaccine candidates driving equities to new highs globally.
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    12/04/2020
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    Market and Economic Perspectives
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    Annuities and Retirement Planning

    You may have heard that IRAs and employer-sponsored plans (e.g., 401(k)s) are the best ways to invest for retirement. That's true for many people, but what if you've maxed out your contributions to those accounts and want to save more?
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    11/23/2020
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    Financial and Retirement Planning
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    The Markets & the Economy: What We’re Watching – November 20, 2020

    This week Covid-19 cases are rising across the country and fears of more shutdowns loom, but positive vaccine news was released from Moderna and Pfizer/BioNTech fueling optimism.
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    11/20/2020
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    Market and Economic Perspectives
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    Transferring Your Family Business

    As a business owner, you're going to have to decide when will be the right time to step out of the family business and how you'll do it.
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    11/18/2020
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    Business Owners
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    The Markets & the Economy: What We’re Watching – November 13, 2020

    As we learned over last weekend, former Vice President Joe Biden is projected to be the 46th President of the United States.
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    11/13/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – November 6, 2020

    What a week it has been. We noted in last week’s email that we expected the road to the next President was going to be a wild ride and it certainly has been!
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    11/06/2020
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    Market and Economic Perspectives
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    Monthly Market Watch - October 2020

    As the race continues across the globe to produce a COVID-19 vaccine, stocks closed lower for a consecutive second month.
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    11/04/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – October 30, 2020

    The final countdown to the election has begun and we are prepared to see a wild ride until and possibly beyond the November 3rd date!
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    10/29/2020
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    Market and Economic Perspectives
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    Webinar: Q3 Market Updates & Election Watch

    Watch this webinar to learn about Q3 Market Updates & Election Watch.
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    10/22/2020
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    Business Retirement Plan Services
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    The New Estate Tax Rules and Your Estate Plan

    The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.
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    10/21/2020
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    Trust and Estate Planning
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    Conducting a Periodic Review of Your Estate Plan

    With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.
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    10/19/2020
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    Trust and Estate Planning
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    The Markets & the Economy: What We’re Watching – October 16, 2020

    Negotiations on another round of fiscal stimulus to support the economy remain stalled.
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    10/15/2020
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    Market and Economic Perspectives
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    IMG Q4 2020 Investor Letter

    Recently, in our weekly The Markets and the Economy series we’ve been reflecting on the concept of uncertainty and preparing for an uncertain future.
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    10/09/2020
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    Market and Economic Perspectives
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    Monthly Market Watch - September 2020

    Markets gave back last month’s gains and closed lower in September as mega cap technology stocks struggled and a renewed global uptick in COVID-19 cases created concerns despite vaccine trials progressing.
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    10/08/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – October 2, 2020

    There is no shortage of news on the impact the coronavirus has had on the markets and the economy, the health of our people and more.
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    10/02/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – September 25, 2020

    Uncertainty is a state of being that is not new to us. We all have experienced it in some way shape or form whether personally, or from a distance.
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    09/25/2020
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    Market and Economic Perspectives
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    Loan Rescue to the Rescue

    Cash accumulation in a life insurance policy is valuable and tax advantaged. Loans on those cash values are actually a great way of utilizing the funds.
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    09/23/2020
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    Wealth of Insights Newsletter
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    Presidential Candidate’s Tax Policy Review

    With the presidential election looming, we took a closer look at how the current and proposed tax laws from President Trump compare to Democratic presidential candidate Joe Biden’s proposals.
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    09/22/2020
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    Wealth of Insights Newsletter
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    The Markets & the Economy: What We’re Watching – September 18, 2020

    It has been just over six months since “stay-at-home” orders shut down the economy in an effort to contain the spread of Covid-19.
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    09/18/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – September 11, 2020

    There is no question the coronavirus pandemic resulted in a severe global economic contraction.
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    09/11/2020
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    Market and Economic Perspectives
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    Monthly Market Watch - August 2020

    Stocks rebounded despite the ongoing coronavirus pandemic due to the central bank liquidity tailwind, massive fiscal stimulus, vaccine optimism, and positive economic readings.
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    09/08/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – September 4, 2020

    Americans started to re-enter the housing market with US home builders starting construction on homes at a higher rate from the prior month.
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    09/04/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – August 28, 2020

    The Federal Reserve announced Thursday a significant policy shift, confirming it is willing to have inflation run above its goal of 2% “for some time”.
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    08/28/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – August 21, 2020

    Covid-19 has brought upon significant economic damage, unemployment rates never seen in history, and a rising US budget deficit, but the stock market is beating all odds.
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    08/21/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – August 14, 2020

    The unemployment rate and the state of the coronavirus are closely linked, with one effecting the other.
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    08/14/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – August 7, 2020

    Earnings continue to be reported (roughly 75% of S&P 500 thus far) with US companies beating expectations.
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    08/06/2020
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    Market and Economic Perspectives
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    Monthly Market Watch - July 2020

    As the world continues to navigate the COVID-19 pandemic, U.S. domestic markets closed higher in the month of July.
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    08/05/2020
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    Market and Economic Perspectives
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    IMG Quarterly Investor Letter – Q3 - 2020

    Q2 surprised us all by rebounding to historic highs, almost washing away any setbacks we endured during the first quarter.
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    07/10/2020
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    Market and Economic Perspectives
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    Monthly Market Watch - June 2020

    The S&P 500 Index rose +1.99% on a total return basis in the month of June.
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    07/03/2020
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    Market and Economic Perspectives
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    Webinar: COVID-19 Impact to Retirement Portfolios

    Watch this webinar to learn about the impact COVID-19 has had on retirement portfolios.
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    07/02/2020
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    Business Retirement Plan Services
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    The Markets & the Economy: What We’re Watching – July 2, 2020

    The market posted solid gains this week with Nasdaq experiencing its best quarter since Q2 2001.
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    07/01/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – June 26, 2020

    The health of our country and the health of our economy are inextricably co-dependent and in the forefront.
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    06/26/2020
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    Market and Economic Perspectives
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    RMDs: To Waive or Not to Waive…That is the Question

    Learn more about required minimum distribution options available to you in light of changes from the CARES Act.
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    06/25/2020
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    Wealth of Insights Newsletter
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    Planning is About Living

    Lessons the COVID-19 pandemic has taught us. Helpful information about developing a plan for protection later in life.
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    06/24/2020
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    Wealth of Insights Newsletter
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    Comparing Long-Term Care Insurance Policies

    Comparing LTCI policies is a lot easier when you know what to look for.
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    06/23/2020
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    Wealth of Insights Newsletter
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    Determining the Need for Long-Term Care Insurance – How Much is Enough?

    When considering the purchase of LTCI, you'll need to pay particular attention to the benefit amount and to the benefit period.
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    06/22/2020
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    Wealth of Insights Newsletter
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    The Markets & the Economy: What We’re Watching – June 19, 2020

    Positive week and month for the S&P 500, but it is down for the year after last week’s selloff.
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    06/19/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: What We’re Watching – June 12, 2020

    As our economy started to reopen, some states have experienced an uptick in COVID-19 cases.
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    06/12/2020
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    Market and Economic Perspectives
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    The Markets & the Economy: Video Message from David Smith, CFA Chief Investment Officer – June 5, 2020

    Watch the video message from David Smith.
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    06/5/2020
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    Market and Economic Perspectives
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    Monthly Market Watch - May 2020

    U.S. domestic markets extended their rebound into May.
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    06/1/2020
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    Market and Economic Perspectives
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    Introduction to Estate Planning

    Estate planning is a method for determining how to distribute your property during your life and at your death.
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    05/23/2020
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    Trust and Estate Planning
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    Update: Coronavirus and The Markets - What We’re Watching – May 22, 2020

    Stocks were volatile this week and opened a bit lower today amid fears of rising US-China tensions.
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    05/22/2020
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    Market and Economic Perspectives
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    Watch Out for Coronavirus Scams

    Fraudsters and scam artists are always looking for new ways to prey on consumers.
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    05/21/2020
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    Market and Economic Perspectives
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    Key Estate Planning Documents You Need

    There are five estate planning documents you may need, regardless of your age, health, or wealth.
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    05/20/2020
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    Trust and Estate Planning
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    Asset Protection in Estate Planning

    You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors.
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    05/19/2020
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    Trust and Estate Planning
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    Handling Market Volatility

    Though there’s no foolproof way to handle the ups and downs of the stock market, the following common sense tips can help.
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    05/18/2020
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    Investment Management
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    There’s Still Time to Contribute to an IRA for 2019

    Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2019.
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    05/17/2020
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    Wealth of Insights Newsletter
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    Update: Coronavirus and The Markets - What We’re Watching – May 15, 2020

    Everyone is itching to get back to some semblance of normalcy after a few months of quarantined life.
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    05/15/2020
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    Market and Economic Perspectives
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    Update: Coronavirus and The Markets - What We’re Watching – May 8, 2020

    The groundhog-like days may be coming to an end for some of us as we start to see progress in the data.
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    05/8/2020
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    Market and Economic Perspectives
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    Monthly Market Watch - April 2020

    U.S. domestic markets finished sharply higher in April, largely erasing March declines.
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    05/2/2020
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    Market and Economic Perspectives
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    A message from Dave Smith, Chief Investment Officer - May 1, 2020

    Watch the video message from David Smith.
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    05/1/2020
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    Market and Economic Perspectives
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    Update: Coronavirus and The Markets - What We’re Watching – April 24, 2020

    Two leading topics this week were the market’s reaction to the oil war and establishing steps to reopen the economy.
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    04/24/2020
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    Market and Economic Perspectives
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    Update: Coronavirus and The Markets - What We’re Watching – April 17, 2020

    Are the peaks behind us? Are we really starting to see a flattening of the curve?
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    04/17/2020
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    Market and Economic Perspectives
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    The CARES Act: Special rules for Retirement Plans, Tax Payments, Charitable Deductions & Recovery Rebate

    Learn more about The CARES Act special rules.
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    04/16/2020
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    Market and Economic Perspectives
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    CARES Act Provides Relief to Individuals and Businesses

    On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law.
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    04/02/2020
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    Market and Economic Perspectives
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    IMG Quarterly Investor Letter – Q2 - 2020

    A look back on our markets and economy over the first quarter of 2020.
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    04/01/2020
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    Market and Economic Perspectives
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    TAX PLANNING: Four end of year tax savings strategies to consider that could make a significant impact on your tax liability.

    Read the article to learn more.
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    11/29/2019
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    Tax Planning
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    INSURANCE PLANNING - SUCCESS STORY: Reviewing your insurance policies as your needs change over time is key to making sure they continue to meet your expectations and goals.

    Read the article to learn more.
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    11/28/2019
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    Insurance
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    INVESTING: The pros and cons of Dollar-Cost Averaging - what the data shows and is it right for you?

    Read the article to learn more.
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    11/27/2019
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    Investment Management
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    FINANCIAL PLANNING: An outline of Required Minimum Distributions (RMD), tax implications to consider, and why the end of the year is a good time to review yours.

    Read the article to learn more.
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    11/26/2019
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    Financial and Retirement Planning
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    INVESTING: Top three market concerns to keep in mind.

    Read the article to learn more.
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    06/26/2019
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    Investment Management
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    Read the article to learn more.
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    06/25/2019
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    Tax Planning
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    Read the article to learn more.
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    06/24/2019
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    Financial and Retirement Planning
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    ESTATE PLANNING: Five tips to help create an effective estate plan

    Spending time up front in the planning process will help you identify key areas or gaps in your current estate plan.
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    06/23/2019
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    Trust and Estate Planning
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    FINANCIAL PLANNING: What you might not know about Social Security and working past age 65

    The Full Retirement Age or “normal retirement age”, generally refers to the age you must reach to be eligible to receive full benefits from Social Security.
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    03/25/2019
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    Financial and Retirement Planning
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    BUSINESS TAX PLANNING: How will your business be impacted by the latest IRS qualified business income deduction?

    Read the article to learn more.
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    03/24/2019
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    Tax Planning
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    INVESTMENTS: Keep your eye on the prize – maintaining a long-term focus with a sound investment strategy

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    03/23/2019
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    Investment Management
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    Business Life Cycles and Business Planning

    It is important that you properly identify the life cycle stage of your business so that you can plan appropriately and establish realistic goals for the future.
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    03/22/2019
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    Business Owners
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    Advantages and Disadvantages of Self-Employment

    Whether you're running your own business or working as an independent contractor, you'll soon realize that working for yourself isn't just another job, it's a way of life.
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    03/21/2019
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    Business Owners
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    Advanced Estate Planning Concepts for Women

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    03/20/2019
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    Trust and Estate Planning
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    Charitable Giving

    A gift to charity is simply a gratuitous transfer of property to a charitable organization.
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    03/19/2019
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    Trust and Estate Planning
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    A Guide to Required Distributions

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    03/18/2019
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    Financial and Retirement Planning
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    The Pros and Cons of Dollar Cost Averaging: How It Works and When to Use It

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    03/17/2019
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    Wealth of Insights Newsletter
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    Your Insurance Needs Don’t Go Away, They Just Change Over Time

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    03/16/2019
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    Insurance
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    Private Family Foundations

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    03/15/2019
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    Institutions