Integras Insights

Insightful, Curated Articles to Help You Make Sound Financial Decisions

Is it worth relying on computers to invest your money?

Is it worth relying on computers to invest your money?

As machines become more intelligent, their role as “Robo-Advisors” is destined to become more widespread. It’s popular for being a cheaper way for big firms to invest your money, but it is based on only a limited set of facts, like your age, financial stability, and...

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Five Risks to Successful Retirement

Five Risks to Successful Retirement

Many people have unanswered questions about setting themselves up for a successful retirement. Below are the primary risks to consider and some general ideas for overcoming them.  We help our clients with these strategies, which starts with identifying the...

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Are Taxes Keeping You From Selling Investment Real Estate?

Are Taxes Keeping You From Selling Investment Real Estate?

Typically, selling an investment property like a rental home or an office building will trigger taxes on the amount of gain. This may stop people unaware there is a way to defer these taxes. The IRS allows a property seller who reinvests all the proceeds into one or...

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Tips to Keep Your Personal Data Safe

Tips to Keep Your Personal Data Safe

We strive to add value to all aspects of your financial wellness. This includes your financial security – protecting yourself from theft of your personal data and financial information. Below are some tips we hope are useful. Learn How to Spot a Phishing E-mail A...

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Are You Watching Your Account Balances Shrink?

Are You Watching Your Account Balances Shrink?

Watching your account balances shrink during down markets is never easy. Behavioral economists tell us that the pain people feel watching their investments decline is twice as powerful as the joy of gains. A period of market volatility like we have been experiencing...

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Realizing Your Dream in Retirement

Realizing Your Dream in Retirement

Paul and Maria came to us for clarity on their retirement readiness and advice on strategies for moving forward.

We helped them realize that dream when they have only the lake home mortgage, supported by income from the retirement accounts and two social security checks.

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Retirement Wisdom:  Do I Take the Company Pension?

Retirement Wisdom: Do I Take the Company Pension?

When faced with a layoff or early retirement, this can be the most difficult decision.  We’ve helped hundreds of clients weigh the options, so here are some questions that may be of help to you. Is my former employer financially stable and is the pension...

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