ICM Beverly Hills

04/06/2024

Don’t forget to review and refresh your insurance policies this spring! Make sure your home, life, and auto policies are up to date. Then, ensure you’re getting the best deal by comparing premiums.

As you are organizing and refreshing for the warmer months ahead, take time to review your insurance policies.

03/31/2024

The Easter Bunny is a beloved symbol of Easter, but did you know that its origins can be traced back to German folklore? It's said that the Easter Bunny brings baskets of eggs and candy to children who have been good.

03/30/2024

Spring cleanup is a great time to dust off old account statements and check for any missing money. Is there an old 401k or HSA you forgot to roll over? Follow these steps to check for unclaimed funds.

Tracking down 401(k) accounts you left behind can mean adding more money to your nest egg.

03/23/2024

Spring cleaning your finances with a spruced-up budget is a great way to get your fiscal house in order! Budget techniques are not one-size-fits-all. Check out these five variations and decide which would best suit your needs. https://www.wsj.com/buyside/personal-finance/best-budgeting-methods-01655392396

03/18/2024

03/17/2024

We're lucky to know you. Happy St. Patrick's Day!

03/16/2024

This spring, put some money back in your wallet by ditching any unnecessary, recurring subscription costs! Then, use one of these automated apps to track and manage them for you going forward.

These top subscription trackers reviewed by Select are for app lovers and certain credit card users.

03/09/2024

An important item to polish-up each spring is your retirement account beneficiaries. It’s surprisingly easy to do, yet quite often gets overlooked. Here’s why you should ensure yours are up to date!

Retirement account beneficiaries should be reviewed and updated regularly as circumstances change and your heirs don't need confusion.

03/08/2024

On International Women's Day we celebrate the incredible social, cultural, economic and political achievements of women around the world. We also recognize the ongoing struggles & challenges they face. Let's work to create a more equitable world for all women.

03/02/2024

In the spirit of spring cleaning your finances, now is a great time to request your credit report for its annual review! Make sure you scrutinize all accounts and balances and report any discrepancies or fraud.
https://www.annualcreditreport.com/index.action