Innovative Financial Solutions Group

We're looking for a Client Services Coordinator to join our team!

If you're organized, friendly, and love helping people, this could be a great fit!

At Innovative Financial Solutions Group, we believe no one should walk their financial journey alone – because when you have a trusted resource who offers personalized perspective and guidance, it frees you to focus on what matters most to you without thinking as much about your financial future.

As your financial professionals, we come alongside you, listen to your concerns and desires, and help you implement tailored strategies that can help protect and enhance your wealth. We look at your whole financial picture, providing clarity, direction, and wise counsel. Our goal is to empower you and your family for generations, so you can enjoy life knowing someone you trust is looking out for you.

Who do you know that is looking for a new opportunity in 2025?

There are new changes to Social Security and Medicare for 2024. You’ve probably heard about the cost of living raise of 3.2%, but there is also a rise in the premium you pay for Medicare. There were also changes in Social Security tax thresholds and credits. Find out about these changes and more in this article from AARP.
https://bit.ly/3UggQx5

The emotional and financial toll of caring for a loved one sometimes means you will have to reevaluate your own long-term care plans. But it doesn’t have to be that way. There are strategies and resources to help you cope, lessen the load on others, and still make plans for your own care in the future. Learn more in this very informative article from AARP.
https://bit.ly/49z0rrZ

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.

Avert a Tax Surprise in Retirement: Get Ready With a Roth

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

Types of Income the IRS Doesn't Tax

Inheriting a Roth IRA can provide financial benefits, but understanding the rules and options is crucial. We'll cover everything you need to know in this guide.

Guide to Inheriting a Roth IRA While inheriting a Roth IRA can provide financial benefits, understanding the rules and options is crucial. This guide covers taxes and more.

Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/4cCRTTN

Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying consistent, you can pave the way for a brighter financial future while tackling debt head-on. Here are some tips to help you get started this . For a more individualized approach, reach out and let's talk.

Invest or Pay Off Debt? Why to Do Both | New York Life Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.

Don't press your luck when it comes to retirement. Learn how adding a fixed annuity to your savings strategy can provide a guaranteed, sustainable way to maintain income in retirement—as well as offer the security and peace of mind needed to face the future with confidence. If you have questions, reach out. I'm here to help.

Annuities address fear about risk | New York Life With the concept of "minding the risk gap", start feeling confident and in control of the retirement planning process.

There’s been a lot of student loan forgiveness news to keep track of, so here’s a recap of the five biggest student loan updates and what to look out for this year.

The 5 biggest student loan updates from 2023—and what's coming in 2024 It has been an eventful year for student loan borrowers, to say the least. But good news may be on the way in the new year.