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Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Study Shows Lack of Financial Education Expensive For 80% of Americans

A recent study completed by Go Banking Rates found that when asking 1,000 adults in America how they feel about their finances, only 20% of them felt appropriately educated to the point where it has not harmed them financially.

A lack of financial literacy has negative impacts in the short and long term. Some of the potential fallout from a lack of financial literacyincludess overpriced loans, significant debt, and a reluctance for people to save or invest their money. Today, savings accounts yield a minimal 0.07% interest on average, and investing unspent income is critical for wealth generation.

This can help to provide for your own future in retirement, and also leave behind a nest egg for your loved ones if you choose to do so. Not everyone needs to be a financial expert in order to achieve their goals, however. Most people with significant assets under management recognize that being guided by a team of professionals is the best way to leverage time and resources. Knowing someone who understands your situation and works hard to help you adjust your financial strategies gives you peace of mind, but also a place to turn when you have questions or when market conditions change.

The only way to accomplish these goals is to work directly with experienced professionals in the financial industry, and to create a comprehensive estate plan to address many of the most common concerns and questions. Being proactive with your financial planning can pay off in spades down the road by empowering you with the knowledge needed to create and adjust your plans as needed.

Contact our team today to learn more about how to create a plan to protect your interests. We’re here to help and guide you.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more