IDA Celebrates Work Anniversaries
Today, IDA recognizes the following teammate, from our Carlsbad location, for his dedication and support to IDA and the IDA Clients Bow Wheeler - 2 Years Contact an Adviser Today
Tax Planning Tips to Stay Ahead During Tax Season
At IDA we aware that tax preparation and planning can be an anxiety riddled experience. This post touches on some of the high level steps to ensure you're planning accordingly to minimize those stresses that occur during this time of year. Tax planning is the process of arranging your financial affairs in such a way that you can legally minimize the amount of taxes you have to pay. This can be achieved by taking advantage of various tax breaks and deductions that are available to taxpayers. While many people dread the idea of taxes, with proper tax planning, you can reduce your tax bill and keep more of your hard-earned money. Here are some important steps you can take to plan your taxes: Understand Your Tax Situation: To effectively plan your taxes, it is essential to understand your current tax situation. This includes your income, deductions, credits, and any other relevant [...]
IDA Celebrates Work Anniversaries
Today, IDA recognizes the following teammate, from our Murrieta location, for her dedication and support to IDA and the IDA Clients Shanda Mansperger - 8 Years Contact an Adviser Today
IDA Celebrates Work Anniversaries
Today, IDA recognizes the folowing teammates, all from our Scottsdale location, for their dedication and support to IDA and the IDA Clients Aaron Brasfield - 4 Years David Brasfield - 4 Years Jim Pupillo - 4 Years Darren A. Evans - 4 Years Frank Gesuale - 4 Years Contact an Adviser Today
IDA Impact Award – Aaron Brasfield
Please join us we thank Aaron Brasfield in winning this quarter's IDA Impact Award Contact an Adviser Today
IDA Celebrates Work Anniversaries
Today, IDA recognizes the following teammate for his dedication and support to IDA and the IDA Clients David Reyes - 1 Year Contact an Adviser Today
IDA Celebrates Work Anniversaries
Today, IDA recognizes the following teammate for his dedication and support to IDA and the IDA Clients Ryan Hays - 2 Years Contact an Adviser Today
Does the Inflation Reduction (IRA) Act Affect You?
The Inflation Reduction Act of 2022 will make a historic down payment on deficit reduction to fight inflation, invest in domestic energy production and manufacturing, and reduce carbon emissions by roughly 40 percent by 2030. But what does this all mean to you and your family as it pertains to acquiring and preserving wealth. IDA’s Financial Planner and Wealth Adviser, David Reyes, CFP®, EA, AIF® breaks down the Inflation Reduction Act (IRA) 2022 that was just signed in to law by President Biden. Financial Planning Related Significant relief on prescription drug prices for Medicare enrollees by allowing the government to negotiate on some drugs and by placing a $2,000 per year out-of-pocket cap on prescription drug costs starting in 2025. For individuals enrolled in Affordable Care Act exchange plans, the bill would also extend the expanded Premium Tax Credit (PTC) eligibility for moderate- to higher-income taxpayers for an additional [...]
The Optimized Adviser Podcast
Jason Labrum, Founder and CEO of IDA, joins The Optimized Adviser Podcast. Watch as Jason shares valuable insight to discuss all things mindset related. As a successful entrepreneur and certified financial planner, Jason shares his tips and tricks to optimize his life through his mindset. Scott and Jason also discuss getting clients in the right mindset with their finances. Jason is the Founder and CEO of Intelligence Driven Advisers. Contact an Adviser Today
IDA Welcomes Monique Jaramillo
Today, IDA recognizes and thanks Monique Jaramillo, for joining the IDA family. Monique will be joining as an Associate Wealth Advisor and we could not be happier to have her years expertise in financial planning at IDA. Contact an Adviser Today