At the end of 2019, Congress passed the most sweeping change to retirement rules in over a decade.1 Known as the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), this legislation went into effect on January 1,...Read More
In addition to helping our clients prepare for their financial goals, we hope to serve as a source of guidance and education with our blog. Here, you will find posts about current industry trends, the benefits of working with Integra Shield Financial Group, LLC, and education tailored to your pressing financial concerns.
"We help you with Life's Transitions to get the best return on your life".
How to Phase into Retirement and Take It for a Test Drive There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older. Some are worried about running out...Read More
3 Life Insights from the Jeff and MacKenzie Bezos Divorce One of the reasons that divorce is such a challenging life transition is its public nature. A couple might keep their problems private as they try to work through them. But if a...Read More
Don’t Let a Declining Stock Market Lead to A Down Life Big red arrows, panicked cable news experts, and the echo chambers of our social media feeds can make stock market volatility seem much worse than it actually is. If...Read More
Your Retirement Accounts Awarded in a Divorce May be in Jeopardy. A most interesting Minnesota appeals case recently came to my attention that has far reaching implications for divorcing individuals awarded all or part of their...Read More
There’s a pretty good chance that your parents and grandparents retired just because they turned 65. Today’s retirement is a bit more complicated than that. While age is still an important factor, your ability to connect...Read More
As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if you are the person your parents have tasked with...Read More
4 Things to Consider Before Financially Bailing Out Your Adult Children According to a recent study by TD Ameritrade, 25% of baby boomers are supporting their family members financially (1). Support to adult children averages out to...Read More
A blank calendar filled with nothing but free time can be every bit as stressful as a packed work week. That’s the surprising fact that many new retirees confront after a few days of hitting the snooze button and puttering around...Read More
In case you haven't heard many of our tax laws changed for 2018. It seems like everyday there are a plethora of posts about some aspect of the new law that took effect January 1, 2018. You may have already noticed a change in your take...Read More