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
Could a Career Pivot Increase Your Return on Life in 2022?
Due to the Great Resignation, demand for top workers is at an all-time high. That’s a major challenge for employers …
6 New Year’s Resolutions for Your Wealth Plan
With every new year comes the inclination to start a list of New Year’s resolutions, and while most typically center around health and self-improvement…
Developing the Best Charitable Giving Strategy
What is the best strategy to achieve your charitable giving goals? That question makes some generous people feel uncomfortable.
SMI Transition Planning
The Advocate
We frequently advise the owners of small businesses as they begin to think about the day they will step away. For some, the primary objective is to cash out…
Caregiving’s Taboo Subject: Coordinating the Finances
The Journey of Caregiving, documents just how common this responsibility is for family …
The Mysteries of HIPAA
For caregivers of people with schizophrenia, one of the most difficult barriers to assisting in our loved ones’ treatment can be the misinterpretation..
Every month, Paul shares his thoughts, stories, and wisdom.