Stay up-to-date with Investment Management Associates and industry trends right here on our blog. We'll be posting quick reads, videos, and more so that you can always be "in the know" with IMA of Eau Claire, WI!
Wednesday, September 1, 2021
Life insurance. It’s not something you talk about – you don’t tell your friends about the great policy you just got, or how you aren’t sure how much life insurance is enough. With September being Life Insurance...
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Wednesday, June 27, 2018
Are raising gas prices wringing out your wallet? Travel and vacation season has FINALLY arrived and before we can hit the road we have to make a stop at our local petro station to grab a handful of snacks and most importantly fill up...
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Monday, May 7, 2018
Summer is peak travel season, and with it fast approaching, now is a great time to start to think about how you can minimize travel expenses while maximizing opportunity. Here are five tips that will help you save money while on the...
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Wednesday, February 14, 2018
Many factors may be attributed to the recent market volatility; the speculation of higher inflation, rising interest rates, retail investors entering the market, automated computer trading, or the perception that we need to do...
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Monday, January 22, 2018
With little over three weeks into 2018, how are your New Year’s Resolutions holding up? Are you still as passionate about them as when you first committed to them? Whether your resolution is health, financial, or personal-growth...
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Tuesday, November 21, 2017
It’s that time of year again when the Christmas commercials are starting, hunters are wearing blaze orange, and we all start to wish each other “Happy Thanksgiving” and “Merry Christmas!” No matter how you...
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Tuesday, August 15, 2017
We all want our kids to have a better life than we did, that’s why we’re always giving them advice (whether they take it or not). When it comes to giving them advice about saving for retirement, it can be difficult to put...
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Thursday, June 22, 2017
What is the DOL Fiduciary Rule? In short, the Department of Labor’s (DOL) fiduciary rule “elevate(s) all financial professionals who work with retirement plans or provide retirement planning advice to the level of a...
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Friday, May 26, 2017
Did you know May 29th is recognized as National 529 College Savings Plan Day? College is a time when many young adults are out on their own for the first time. Between living in the dorms, choosing your classes, and meeting new people,...
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Wednesday, February 15, 2017
Believe it or not, you do not have to be wealthy in order to invest your money and save for retirement. Instead, putting away approximately 15% of your income, and adjusting your lifestyle around what’s left over, can allow you...
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Tuesday, January 17, 2017
We're three weeks into the New Year already, have you reviewed your budget and financial goals for 2017? The beginning of the year is an ideal time to review your investments, put together or update your financial plan, and set or...
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Wednesday, November 9, 2016
You’re familiar with the terms “IRA,” “401(k),” and “Roth IRA,” but to you they all just mean saving for retirement. This post is meant to be a quick guide to the differences between various...
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Wednesday, November 2, 2016
As we start to approach the Holiday season, it’s easy to get excited about great food, gathering with friends and family, and celebrating the ending of another year. However, it’s also easy to let all that Holiday cheer...
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Monday, September 12, 2016
First, let’s define the word annuity. It is “a fixed sum of money paid to someone each year, typically for the rest of their life,” and also “a form of insurance or investment entitling the investor to a series...
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