When you are notified that you will be inheriting an IRA, it is important to understand how this can impact your finances and any taxable implications.  Regardless of the dollar amount, it is easy to recognize it as a gracious gift, but be careful to fully understand your options. The SECURE (Setting Every Community Up…

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Financial challenges many women face include pay inequality, caretaking roles, the impact of divorce or the death of a spouse, and finally longevity.   Are you willing to work for .82 cents on the dollar? On your climb up the corporate ladder, did you realize you may be receiving only .82 cents on the dollar compared…

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Marianne and Karen talk insurance

Marianne Nolte, CFP® professional and CEO of Imagine Financial Services and Karen Estes, senior sales executive and insurance agent at Hatter, Williams & Purdy Insurance talk about the impact on your personal property insurance regarding CA wildfires and short-term rental properties. As these hot topics are addressed, Karen includes tips for making your property more…

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The Gold Rules

In countries all over the world, gold has been considered a status symbol, investment, and even a currency for thousands of years.  In times of economic volatility, many investors take a closer look at gold to provide a feeling of “safe haven”. Gold was once used to back a country’s currency and this was referred…

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Imagine Financial Freedom

IMAGINE FINANCIAL SERVICES…IMAGINE your best financial future by turning your dreams into goals with a plan Are you seeking to bring financial control into your life? Do you know the cost of childrearing and caring for aging parents? Are you a career changer trying to figure it all out? Do you struggle with taxes concerns or…

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Teachers Zoom with students

Educators, are you insecure about how this next school semester will proceed?  Don’t worry; you’re not alone.   Zoom, Google Classrooms, your own kids staying home and under foot, it’s all just too much! Teachers are overwhelmed right now.  It’s important to curb teacher burnout.  Educator Justin Parmenter talks about, “The burden of trying to adapt…

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