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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

 

Guiding You From Today to Tomorrow

Integra Shield Financial Group exists to serve and protect our clients, while helping them achieve their fullest, most meaningful life with the resources they have available. We work collaboratively with our clients and other professionals to help build strategies aligned with their needs and proactively plan for life transitions such as retirement or a divorce.

We base our approach on time-tested values that have been instilled since our inception, and we continue to operate with these beliefs every day. Contact us to take the first step.

Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.



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Helpful Content

My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

IRA Income

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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