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
Are Your Opportunity Costs Hurting Your ROL?
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 with your...
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..
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.