iMoney
One survey found that 47% of current retirees had to retire earlier than
they expected.1 Some of the best financial concepts are learned in small, bite-size pieces.
Our library of iMoney ideas is built on the concept that short lessons
can teach a lot about personal finance. Click on one of the items below
and watch a quick movie that will show a financial concept.
Click on the iMoney with the
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Miguel A. Palma, CPA, PFS is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in California. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 8383 Wilshire Blvd. Beverly Hills, CA 90211. (800) 470-5050. CPA services and tax advice offered independent of Equity Services, Inc. Miguel Palma is a life insurance agent in California (CA Lic # OD26263.) |
and you'll get to add your own ideas to the movie.
