Wealth Management

Feeling stuck financially? Discover 10 proven strategies to crush debt, grow your wealth, and make 2025 your best financial year yet. Start achieving your goals today!

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.

Tax-loss harvesting is a smart strategy that helps investors save on taxes by selling losing investments to offset gains. Learn how this simple technique can reduce your tax bill, balance your portfolio, and keep more money in your pocket at the end of the year.

Maximize your tax savings with expert insights on deductions, credits, and above-the-line options. Make informed financial decisions this tax season!

Discover how Idaho tax credits can reduce your tax burden. Learn about family, education, conservation, and historic preservation credits.

In 2024, you can significantly reduce your tax bill by contributing to retirement accounts like 401(k)s, IRAs, or SIMPLE IRAs. These contributions lower your taxable income, offering substantial tax savings. The article explains how tax brackets work, provides examples of potential savings, and offers a guide on adjusting contributions to maximize tax benefits by year-end. Consulting a financial advisor is recommended for personalized strategies to optimize your savings.

Investing your money is a smart way to grow your wealth over time, but it's crucial to understand the role taxes can have on your investment returns. We're sharing how taxes affect your investments, why it matters, and what you can do to minimize their impact.

Idaho's tax credit system offers various opportunities for individuals to reduce their tax liabilities while simultaneously supporting specific initiatives and activities within the state.

Getting into investing can be a mix of excitement and uncertainty, especially when faced with the array of options available in the market. Learn more about which investment option is the best fit for you and your financial goals.

Learn more about required minimum distributions from Intermountain Wealth Management, registered investment advisors that put your best interests first located in Idaho Falls.

Explore top year-end tax strategies to optimize your returns. Uncover actionable insights to reduce liabilities and maximize deductions before the year closes.