IMG Financial Group, Inc.

06/03/2026

Here's a stat that might surprise you: the median age of first-time homebuyers just hit 38 years old — up from 35 just a year ago*.

Buying a home looks different than it used to. More cash buyers, more multigenerational households, and more people doing their entire search online before ever calling an agent.

In honor of National Homeownership Month, we're sharing a breakdown of what today's homebuying journey actually looks like, and what to think through before you take the leap. 🏠

*According to the National Association of Realtors, June 23, 2025

A look at what you need to think about when buying a home.

05/29/2026

AAPI Heritage Month offers space to reflect on how stories shape our understanding of money, identity, and belonging — and Min Jin Lee’s work sits squarely at that intersection.

As the author of Pachinko and Free Food for Millionaires, Min Jin Lee explores how financial pressure, opportunity, and resilience move through families over generations. Her novels examine the quiet, everyday economic choices that shape lives, especially within immigrant communities navigating systems.

Through fiction, she brings visibility to how money intersects with culture, class, and survival — reminding readers that financial narratives aren’t just about numbers, but about people, history, and the systems they move through.



Sources:
MinJinLee.com, 2026

05/27/2026

May is Small Business Month—a time to recognize the hard work, vision, and leadership it takes to build and run a business.

It’s also a great time to take a step back and evaluate the benefits you’re offering, especially when it comes to retirement planning.

From SIMPLE-IRAs to SEP-IRAs to 401(k)s, understanding your options can help you create a plan that supports both your future and your team.

We’ve put together a simple guide to help you get started.

Read more:

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

05/25/2026

Today, we pause to remember and honor the brave men and women who gave their lives in service to our country.

Their sacrifice is the foundation of the freedomes we enjoy every day.

On this Memorial Day, we reflect with gratitude and remember those who made the ultimate sacrifice.

05/22/2026

AAPI Heritage Month offers a moment to recognize leaders whose work has shaped how global institutions think about growth, access, and long-term economic resilience.

One such leader is Ajay Banga, whose career spans global finance, public-private collaboration, and international development.

Born in India and now a naturalized U.S. citizen, Banga rose to prominence by helping transform a global payments company into a technology-driven platform focused on financial inclusion and digital commerce. Today, he serves as President of the World Bank, where his leadership centers on expanding access to capital, modernizing development finance, and addressing global challenges.

Banga’s work reflects a career spent at the intersection of markets and impact — demonstrating how financial systems can evolve to support broader participation and long-term access across economies.



Sources:
WorldBank.org, 2026
TheHowInstitute.org, 2026

05/21/2026

How does life change after retirement? We've put together an infographic that explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

05/15/2026

AAPI Heritage Month is a moment to spotlight voices that have shaped how people understand and talk about money.

Farnoosh Torabi is a financial journalist, author, and podcast host known for making financial conversations feel relatable rather than intimidating. Across her work in media, she explores how real-life values, emotions, relationships, and uncertainty intersect with financial decision-making.

Her career reflects the impact of clear communication and thoughtful storytelling in helping people engage with financial topics in ways that feel grounded, practical, and human.



Source:
Farnoosh.tv, 2026

05/14/2026

IMG is pleased to announce that we are hosting our 4th annual summer blood drive next month. Donation spots are still available. Sign up here: https://www.commitforlife.org/donor/schedules/drive_schedule/407692

Cetera Wealth Services, LLC is not affiliated with, does not endorse, and is not responsible for the services, activities, or operations of the referenced third‑party organization or website.

05/13/2026

Retirement starts with something unexpected: time.

No meetings. No deadlines. Just open space. And for many, a quiet question that follows: What now?

The first year of retirement is an adjustment. Income feels different, routines shift, and even your sense of purpose can evolve. It is not something to solve. It is something to grow into.

We’ve outlined what to expect in that first year and how to approach it with clarity and confidence.

Read more here:

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

05/12/2026

A Roth IRA offers tax-free growth and flexible access to contributions. Even if income limits prevent future contributions, existing funds can remain invested or potentially be transferred using advanced Roth strategies.

Learn how Roth IRAs offer tax-free growth, flexible withdrawal options, and long-term retirement planning benefits. Explore contribution limits, backdoor Roth strategies, and options for managing your Roth IRA as your income and financial goals evolve.