Blog
Blog
Your Questions Answered: Do I Need a Trust?
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, holds...
Your Questions Answered: Should You Convert Your Traditional IRA to A Roth?
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?...
Your Questions Answered: Who is Integrated Financial Group?
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,...
Advice For Life
Planning for Entrepreneurship at Any Age
The Work from Home revolution and pandemic business disruption have motivated many aspiring entrepreneurs to take their shot in 2021.
Will Updated I.R.S Tables Create an Opportunity for Retirees?
If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022.
Enjoy the Process
How are your goals for the New Year progressing? If you’re like most people, you’ve probably passed a few exciting checkpoints while also tripping over a few pebbles.
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.