Wealth Management

The new "One Big Beautiful Bill Act," signed into law on July 4, 2025, brings both good news and caution flags for retirees. From tax breaks to healthcare cuts, here's what you need to know and how it could affect your retirement income, benefits, and planning strategy.

Make the most of your benefits this summer. Learn how Idaho faculty and staff at ISU, BSU, and U of I can review coverage, adjust HSA or FSA plans, and plan ahead.

Confused about Medicare? Learn the basics—when to enroll, what plans cover, and how to avoid costly mistakes in retirement.

Learn how baby boomers can pass down wealth with smaller estates. Tips on avoiding probate, minimizing taxes, and keeping the process clear for heirs.

A pension isn’t always enough. See how one professor avoided a retirement shortfall with smart financial planning.

Retirement planning for Idaho university employees made simple. Discover key steps to boost savings, optimize Social Security, and secure healthcare for a smooth transition into retirement.

This year-end checklist helps you assess your portfolio, realign your goals, manage tax efficiency, and ensure you're on track for financial growth in the future.

Planning your retirement nest egg is essential for financial security. Let Intermountain Wealth Management assist you in crafting a personalized strategy to meet your goals and navigate key factors like health care, lifestyle, and income sources.

Learn how brokers can save you 15% to 25% on premiums by comparing rates from multiple insurers and negotiating on your behalf. Understand the differences between insurance agents and brokers, and explore real-world examples of how you can save hundreds of dollars annually.

Learn how to effectively plan for retirement by understanding your monthly expenses, assets, and withdrawal rates. Learn strategies for extending your retirement funds and how professional financial advice can enhance your retirement readiness.

Understanding how to effectively link your investment strategy with your financial goals is key to maintaining focus and motivation on your financial journey.

While $1 million was once seen as a benchmark for retirement, it may not be enough in today's economy. Learn why experts recommend saving more to account for inflation, rising healthcare costs, and increased life expectancy.

Selecting a financial advisor could be considered one of the most impactful decisions you make. Unfortunately, not all advisors are created equal. Asking the right questions to discover values, ethics and philosophy that align with you will avoid potential headaches.

Ten strategies that can pave the way for financial success in 2024 including reducing debt, budgeting, investing, and more.

Intermountain Wealth Management of Idaho Falls shares how to create a retirement plan, why it's vital, and the steps to get started.

Choosing the right investment strategy is a personal journey that hinges on your individual goals, risk tolerance, time horizon, and financial situation. Patience, coupled with a well-thought-out strategy and professional advice, can pave the way to achieving your financial goals.

Embarking on the savings and investment journey doesn’t require a vast fortune. It starts with a decision, a plan, and a small step forward.

Estate planning is essential for financial well-being but often gets overlooked. This guide offers straightforward strategies to help you create a solid estate plan, ensuring your assets are distributed according to your wishes while minimizing taxes and protecting your loved ones.

President Trump signed new legislation into law at the end of 2019 for the new Setting Every Community Up for Retirement Enhancement (Secure) Act, starting in 2020. Here is what it means if you have an IRA.