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...

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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,...

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Advice For Life

Are Your Opportunity Costs Hurting Your ROL?

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...

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SMI Transition Planning

The Letter of Intent

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.

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