Wealth Management

Learn how one professor's retirement plan fell short using whole life insurance, IULs, and annuities. Discover better investment options with real numbers and smart advice.

Maximize your health benefits and financial success by integrating smart investments with strategic health insurance choices, tax-advantaged accounts, and preventive care for long-term security.

Discover how professors like Dr. Emily R. can make informed healthcare decisions during open enrollment, balancing family needs and financial savings.

Unmask health insurance jargon like deductibles, copays, and out-of-pocket maximums. Learn how to select the right plan for your needs with expert tips from Intermountain Wealth Management.

Learn how to make the most of open enrollment by reviewing health insurance options, comparing public and private coverage, and staying on top of important deadlines to ensure optimal benefits for the year ahead.

Learn how brokers can save you 15% to 25% on premiums by comparing rates from multiple insurers and negotiating on your behalf. Understand the differences between insurance agents and brokers, and explore real-world examples of how you can save hundreds of dollars annually.