IM Wealth Partners

Estate taxes get all the attention, but capital gains taxes could quietly cost your family more. Learn why planning for both is critical to preserving wealth.

Gift and Estate Tax vs Capital Gains Tax: Which Is Less? Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed.

Disasters don't come with a warning, but you can be ready. During , take time to review your estate plan, life insurance, and emergency savings.

A solid plan can help weather any storm and secure your family's future. Reach out to our team today to get started on your preparedness journey.



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Taking the puzzle out of financial planning, one strategy at a time. Let's secure your wealth for today and the future. Your peace of mind is our priority!



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Today, we remember the events of 9/11, a day that forever changed the world. We honor those who lost their lives and reflect on the resilience and unity that emerged from that day. Never forget.

Celebrate Self-Improvement Month this September by taking an empowering step toward a more secure financial future! Are you confident that your current financial plan is built to last a lifetime and beyond? If you find yourself hesitating, know that you're not alone. Financial planning can often seem overwhelming to many, but that's exactly why IM Wealth Partners is here for you.

This month, let's work together to carve out a comprehensive roadmap tailored to safeguard your wealth and ensure your family's financial well-being for generations to come. There's no time like the present to invest in your future and the legacy you'll leave for your loved ones.



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Life is unpredictable, but your family's future doesn't have to be. As rolls in, let's make a plan that suits your needs and secures their tomorrows.



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Join us on September 12th for an Educational Breakfast Forum with the Hoober family, an 80-year-old farm implement dealership.

Learn how their focus on governance has boosted performance, people, and profits. Hear firsthand from G3 Shareholders, Independent Directors, and their non-family CEO. This event at Phoenixville Country Club is essential for family businesses and boards seeking long-term success.

RSVP today and bring your family, management team, and board members!


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As we enjoy the long weekend, let's take a moment to honor the diligence and dedication of workers everywhere. At IM Wealth Partners, we're committed to helping you achieve the rewards of your hard work.

Happy Labor Day!

Join us in wishing our incredible team member, Nicole Jones, a very happy birthday!

Nicole’s commitment, enthusiasm, and unwavering dedication have significantly impacted our team and the clients we serve. Her hard work and positive energy truly shine through in everything she does.

Let’s take a moment to celebrate Nicole and all that she brings to IM Wealth Partners!

Effective cash flow management is the lifeblood of any successful business. Our latest blog, "Cash Flow Tips for Business Owners," covers essential strategies to keep your cash flow positive and your business thriving.

Read it now and contact us for personalized guidance on securing your financial future.



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Turning a blind eye to your finances? You might be dodging what you believe lies in the unknown. But clarity brings empowerment. Got questions? Let's tackle them together!



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Success often lies in the process, not just the plan. Planning prepares you for the unexpected, helping you adapt and thrive.

Ready to build a strategy that works? Let’s connect.

Secure your legacy and protect your loved ones with thoughtful estate planning. Our latest blog highlights common mistakes and offers actionable strategies to ensure your wishes are honored. Whether starting from scratch or updating your plan, IM Wealth Partners is here to guide you every step of the way.

Don't leave your legacy to chance—start planning today.



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Are you newly retired? The article below from Kiplinger discusses 7 key lessons that can make your retirement more fulfilling and financially secure.

Seven Lessons for New Retirees The former editor of Kiplinger Personal Finance shares key financial takeaways from his first year of retirement.

Imagine a life where your money does the heavy lifting. Start planning now to turn that vision into reality.

Connect with us to explore your options.

Celebrating ! Effective financial planning can turn your golden years into an extended dream vacation. Start by visualizing your goal, assessing your current position, and then guiding your decisions accordingly. After all, it's about creating memories, not just wealth.

Let's make sure today's financial choices don't overshadow our bright futures. Plan wisely to live fully.

At IM Wealth Partners, our commitment goes beyond managing wealth—it's about creating a lasting legacy that resonates for generations to come. We believe in the power of positive impact, ensuring the values we uphold today secure a brighter, more purposeful future. Discover the IM difference and start your journey toward a legacy that matters.



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At IM Wealth Partners, we are guided by strong core values that shape our actions and decisions. Our team is dedicated to:

- Doing the right thing.
- Working hard.
- Being confident, yet humble.
- Embracing teamwork.
- Understanding the value of reputation.
- Making a positive impact.

We aim to instill these principles for generations to come, ensuring that IM Wealth Partners will be here to serve your children and grandchildren. We have the answers, and we want to share them with you. Contact us today to learn more.



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Is your estate plan designed to protect your loved ones from themselves? Ensuring your assets are well-managed and distributed according to your wishes can prevent potential pitfalls. This article highlights essential strategies like discretionary trusts and lifetime gifting to ensure your family's financial future is secure. Give it a read, and please reach out with any questions.

Does Your Estate Plan Protect Your Loved Ones From Themselves? Can your children or other loved ones be trusted to have unfettered control over substantial assets and cash?

At IM Wealth Partners, our mission as an independent financial services company is to innovate the traditional understanding of financial planning.

If you are looking to seize control of your financial health and establish a practical and insightful financial strategy for the present and the future, reach out to us today!



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As we celebrate , it's a prime time to think about the financial future of our children's education.

At IM Wealth Partners, we believe your child's education should never be a source of financial stress. Start planning today for a future that empowers them to conquer their dreams without monetary obstacles!

After all, the best gift you can give to your children is the assurance of their dreams.



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"Most people don't plan to fail, they fail to plan." - John L. Beckley.

A solid plan is not just a tool; it's the key to unlocking our goals and dreams. Challenge yourself today! Evaluate your goals, map out a clear plan, and take action.

Are you confident in your financial plan? If not, it’s time to act. IM Wealth Partners specializes in creating customized, all-inclusive financial models tailored to your needs and goals. Our holistic approach aligns everyday decisions with long-term strategies for lasting financial security.



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Juggling the financial needs of children and aging parents can be overwhelming. Our latest blog provides practical advice on how the Sandwich Generation can balance these responsibilities while securing their own financial future. Read more below.



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Happy International Self-Care Day!

Remember, taking care of yourself is the first step to taking care of others. Today, schedule some "me time" to recharge and rejuvenate. From mindful meditation to a healthy meal, every little act counts. What's your go-to self-care routine?

Is enhancing financial control on your agenda? At IM Wealth Partners, we specialize in tailoring highly personalized and efficient financial plans that consider your short-term needs and long-term goals. Our holistic approach takes into account everyday decisions and major strategic moves that will impact your future and generations to come. Whether you're a novice in financial planning or working with existing advisors, we seamlessly integrate to guide your financial journey.

Ready for a comprehensive plan that caters to your needs of today, tomorrow, and beyond? Contact us today - Your wealth is our mission!



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Join us in celebrating World Listening Day!

We highly value your voice as our client and believe active listening is the key to understanding your needs. By doing so, we can provide you with tailored financial solutions, build stronger relationships, foster trust, and drive positive change together.

Planning for your child's college education can be overwhelming, but with the right strategies, it doesn't have to be. Our new blog, "Financial Tips for College-Bound Families," provides valuable insights on saving, budgeting, financial aid, and more.

Empower your family with the knowledge to make informed financial decisions and secure a bright future for your college-bound child.

IM Wealth Partners As the summer winds down and families prepare for the upcoming school year, those with college-bound children face unique financial challenges and opportunities. Planning for higher education costs can be daunting, but families can...

Achieving financial security in retirement requires careful planning and significant savings. This article explains why retirement costs are rising and offers insights on how to prepare effectively.

Have questions about your retirement strategy? Contact us today!

Financial Security In Retirement Comes With A High Price Tag In assessing how retirees are faring, it is important to go beyond simply asking people how they are feeling about their situation.

Losing a spouse is devastating, and dealing with finances during such times can be overwhelming. Widows recommend being involved with finances beforehand, maintaining a list of essential household items, and ensuring access to important passwords. These steps can significantly ease the burden during a challenging time.

Read more about their valuable insights and advice in the below article from .

Widows Share Their Financial Strategies Dealing with loss is overwhelming. Preparation helps take away financial headaches so you can focus on yourself.