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Blog
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,...
Navigating Retirement: Embracing Trade-offs
As a financial advisor, I recently had an enlightening conversation with a client who is set to retire next year. During our meeting, he expressed a desire to eliminate volatility from his investments moving forward. This was quite a curveball, as a core strategy of...
Advice For Life
Think About Habits When Setting New Year Resolutions
Here’s a resolution that could help you achieve more in 2025: No more resolutions…
Become A Superager for Better Life
Northwestern University’s SuperAging Study defines a “SuperAger” as a person in their eighties whose cognitive..
Outsource to Improve Your Life
Was this finally the year that you took our advice, put down your pad and pencil, and let a CPA handle your taxes?
SMI Transition Planning
Funding the Continuation of Care – The Impact of Traditional Retirement Planning
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
A Sample Letter of Intent Outline
There is no “One Way” to prepare a letter of intent. We are attaching an outline that can help you in your own preparations.
The Letter of Intent
As a parent of a caregiver of someone with an SMI, you have likely identified the individual(s) that you believe will provide continuity of care after your passing.
Every month, Paul shares his thoughts, stories, and wisdom.