At IMZ Financial Services, Inc. we understand the complexities of managing your financial resources and preparing for retirement. Led by President of the firm and industry leader, Irwin Zagoria, we are here to help guide you through the unique challenges of planning for retirement, implementing tax-saving investment solutions, and navigating through the financial transitions that life brings.
Whether you are building wealth or protecting your assets through retirement, our personalized services focus on your specific needs, wants, and long‐term goals. Find out how IMZ can help you, your business, and your family today!
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One of the most common questions people ask about Social Security is when they should start taking benefits.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here are five facts about Social Security that are important to keep in mind.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Taking your Social Security benefits at the right time may help maximize your benefit.
What does your home really cost?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Make your retirement as exciting as your next vacation.
A bucket plan can help you be better prepared for a comfortable retirement.