Kicking Off 40 The Big 4-0. When someone hits their 40th birthday, it is often filled with a surprise party, comments on physical decline, and plenty of black decorations. But what do you do when an organization turns 40? We plan to figure that out over the course of 2025. IAG Wealth Partners will officially celebrate…
Normal Normal is comfortable. Normal feels predictable. Normal is our safety zone. And it is amazing how quickly normal can change. A mere 3.5 months ago, my 18-year old son went off to college for his freshman year. My wife and I spent the next couple of months slowly going through his room to clean…
Anticipation Just two more weeks until Christmas! This is the point where children’s anticipation of Christmas presents really begins to grow. The Christmas tree is likely up and lit. They have been asked what they would like to receive for Christmas gifts, and their list likely exceeds any rational budget. Inevitably, some Christmas gifts will…
Lost Time Our family tradition is to acquire our Christmas tree the weekend after Thanksgiving. We typically store it in the garage for a week and then bring it inside the first weekend of December to decorate it. Not this year. This year was an “express” year. Due to the tardiness of Thanksgiving, the tree…
Thanksgiving It is almost impossible to believe, but here we are again. Tomorrow is Thanksgiving, version 2024. What blessings have you experienced over the last twelve months that deserve a little extra serving of thanksgiving this year? Sometimes the stresses of what we don’t have overwhelm our ability to recognize the bounty of blessings we…
Undeserved Sometimes you do all the right things and end up with suboptimal results. Other times you do all the wrong things and end up in a better place than you deserve. On the freeway, it is optimal for all traffic to be moving along at roughly the speed limit. That way everyone has a…
Impact We have now had a week to digest and reflect on this year’s election results and their impact on our clients’ financial plans. Undoubtedly the largest election implication for our clients will be what happens on January 1, 2026. As you likely know, the reduced income tax policies implemented in 2016 expire after 10…
2025 Changes If you think this blog is about the implications of yesterday’s elections on next year’s economy or financial markets, I regret that you will be deeply disappointed. As I write this blog on Tuesday morning, I am blissfully unaware of what (if any) election results will be finalized by the time you read…
Jump Scare One of the key advantages of having teenagers in your home is the unlimited introduction of new “English” terms and phrases into a parent’s vocabulary. I use the word vocabulary loosely, as parents are allowed to listen to such words ad nauseum, but they are strictly prohibited from using them due to their…
TBD Whenever I am struggling to come up with a weekly blog topic, I place a temporary title as a place holder until my thoughts come into focus and leak out of my fingers. My temporary title is always “TBD” – To Be Determined. Today, in a radical twist of literary laziness, I decided to…