Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
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.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Retirees traveling abroad need to know that their health insurance travels with them.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How will you weather the ups and downs of the business cycle?
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Peer-to-peer payment apps are one of the newest ways to send money.
Women must be ready to spend, on average, more years in retirement than men.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.