Integras Insights
Insightful, Curated Articles to Help You Make Sound Financial Decisions
We Can Help with Important Conversations that Families Avoid
As we age, living situations and health needs will change. Parents and their children avoid planning for them, for very understandable reasons: Parents don’t “want to be a bother”. Kids “don’t want to pry” into their parents’ lives. Money conversations can be tense....
Why a Financial Advisor Could Be Your Best Investment Yet
Working with Integras Partners brings confidence to your financial journey. We help clients not worry so much about money, knowing that an expert is minding your investments. Many individual investors let emotions and procrastination impact their decisions -...
Will election results impact your investment decisions?
Elections can stir strong emotions, but don’t let them delay your investing. Historically, markets are influenced more by economic fundamentals than politics. Stock values fluctuate under every president, but the S&P 500 Index® trends higher over the long term, no...
The Goldilocks Scenario
August through October are historically the weakest and most volatile period for stocks and bonds alike. This year appears to be exceptional. Few expected the strength and resilience demonstrated by financial markets in the third quarter. The S&P 500 Index® posted...
NOW is the Perfect Time to Revisit Your 401(k)
First, you may want to read our current market commentary. It details why the markets are particularly attractive right now. You can check it out here. Employer retirement plans are often your greatest investment, for several reasons. Funds tend to stay invested...
Tax Smart Investing for Your Kids
Everyone wants their kids to succeed and help them financially. As always, starting early pays the greatest benefits. Here are some timely ideas: 529 plans allow you to invest cash for school expenses tax free. These accounts are typically owned by a single parent,...
Are Family Pressures Challenging your Retirement?
Glen & Amber are sandwiched between their elder parents and three children, ages 15-24. Glen has been managing their investments on his own and would like to retire from his corporate job. With family pressures complicating this decision, friends referred them to...
Planning Now Could Reduce Taxes in Retirement
First, let’s look at the three types of accounts by their tax treatment. Tax-Deferred Retirement Accounts are funded with untaxed dollars (contributions are tax deductible, either through salary-deferral or on your tax return). However, future withdrawals are fully...
Career Builders – How Do I Begin Funding My Future?
For young professionals building a career, financial goals might seem far away and not get attention. It’s a fact that the sooner you begin, the greater certainty you have of reaching those goals. Not sure where to begin? Here’s what to think about first: 1) Capture...
We want our clients to stay retired! How do we do that?
We want our clients to stay retired! How do we do that?
No matter where you stand on your financial journey, we’re here to help.
Partner with Us
Let's begin our conversation to see how we can help you reach your goals.