The following two types of retirement savings methods may sound similar, but there are a lot of important differences that might be useful for you to know if you’re looking to get a better understanding of what retirement might look like for you. Defined-Benefit Let’s start with a defined-benefit plan. These types of plans commonly [...]
For many retirees, reminiscing about their childhood can be a soothing and nostalgic experience. It's a journey back to simpler times when life was less complicated and technology had not yet permeated every aspect of living. Let's take a walk down memory lane and revisit some of those vivid memories that might be tucked away [...]
Inflation has been a hot-button issue in finance and politics lately. You may have noticed changes in inflation yourself if you went to buy something and it was much more expensive than you expected. Eggs are a great example of this.[1] In 2022 the price of eggs went up by 59.9% due to an outbreak [...]
As retirees look for ways to stay entertained and engaged, movies provide a fantastic option for a fun and relaxing pastime. With a plethora of genres, themes, and characters, there is something for everyone to enjoy. Here are some recent films that retirees will find fascinating and entertaining that engage with what it's like to [...]
How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. If you are putting together the puzzle pieces of your retirement plan and you are curious about some strategies related to taxes and retirement, here are some possible options: Consider a Roth IRA [...]
Summer is here, and it's a great time to kick back with a good book and enjoy some reading. If you're looking for some relaxing books to get into during your retirement, here are some great options! A Man Called Ove by Fredrik Backman A Man Called Ove is a heartwarming and humorous tale of [...]
It is possible for a person to end up in a situation where they have a lot of money in a home but don’t have a lot of money in the bank. If you have been paying off your mortgage for years, your equity in the home could amount to a lot of money. But [...]
Journaling is a great way for retirees to reflect on their experiences and emotions. It can help them gain clarity and perspective, improve their memory, and reduce stress. However, starting and maintaining a journal can be challenging, especially if you don't know where to begin. Here are some tips to help retirees start and keep [...]
What is the Debt Ceiling? The national debt ceiling is the amount of money that the United States Government is allowed to borrow to pay for its expenses. These expenses include things like Social Security and Medicare benefits, tax refunds, military salaries, and interest payments on outstanding debt the nation may have. The United States [...]
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Integrity Financial Planning, Inc. is an independent Registered Investment Advisor based in Roanoke, Virginia. Our independence ensures a fiduciary duty to work in our clients’ best interests. As objective advisors, we select from a wide range of products and services that are appropriate for each client’s situation. The information in this website is not investment or securities advice and does not constitute an offer. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investment advisory services offered by Integrity Financial Planning, Inc., a Registered Investment Advisory firm. This information is designed to provide general information on the subjects covered. The information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances. Financial professionals are not licensed in all 50 states. To find out if Brian Bowen is licensed in your state, please call 540-266-3100. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Insurance and annuities offered through Integrity Financial Planning, Inc., VA Insurance License #131017. The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.