According to one popular rule of thumb, retirees should be able to withdraw 4% from their retirement accounts every year to live comfortably and not run out of money. Another number you might have seen floating around social media is $75,000, which, according to some...
If you turn right at an intersection to take the scenic route, then you don’t turn left and head straight home. If you have dinner at your favorite pizza restaurant tonight, then you don’t have dinner at your favorite sushi restaurant. If you stay home...
When it comes to planning your estate, one question that often arises is whether to use a trust. Let’s explore what a trust is, its benefits, and whether it might be the right choice for you. A trust is a legal arrangement where one party, known as the trustee,...
The question of transitioning to a Roth comes up frequently in conversations with clients. A Roth IRA conversion involves moving your traditional IRA money—which is typically pre-taxed—to a Roth IRA, where your contributions can grow tax-free. Sounds appealing, right?...
I run my own financial advisory business and am not employed by any financial services firm. However, you might notice the name Integrated Financial Group (IFG) appearing frequently on statements, business cards, websites, etc. Naturally, this leads to the question,...
