Everyone’s financial situation is different. Loan status, job situation, and the age of your kids all significantly impact your financial situation as you approach retirement. When it comes to Social Security there are a lot of different factors to consider, and the right path forward may not be apparent to you. Just because someone else [...]
Retirement is a golden period of life, brimming with opportunities for exploring new hobbies and revisiting old ones. Maybe you're interested in exploring model trains. Maybe you're looking to travel the world. This phase affords retirees the time and freedom to dive into activities that can enrich their lives both mentally and physically. Three hobbies [...]
Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough [...]
Golf is a rewarding and challenging activity that can be enjoyed by individuals of all ages, including retirees. It's not just a game but an opportunity to stay physically active, mentally stimulated, and socially engaged. If you're looking to get better scores out on the green, try out these key tips and strategies. Stretch and [...]
From October 15 to December 7, Medicare has an open enrollment period.[1] This is the time when you can change your health plan and prescription drug coverage to adapt to your needs.[1] Every year, there are changes to Medicare health plans and networks, so make sure that you know if your coverage is changing.[1] If [...]
Some people can't stand the cold of winter. They'll do anything to get away from it. If you are retired and you're looking for a winter escape, check out these possible destinations. Each one has warmth, beauty, and ample opportunities for relaxation and exploration. Hawaii, USA Hawaii, the tropical paradise of the United States, [...]
The possibility of needing long-term care is a major factor in your retirement. It's difficult to think about a time when you may need extra assistance with daily tasks, but it's very common and very costly, especially given that it's not covered under Medicare! Not every retiree will require it, yet it's a potential need [...]
While some people idealize retirement as a time of leisure, many people often view retirement as a time of financial constraint and worry. For these reasons, you might think that your money and savings will dictate your happiness. But what if we changed the narrative? What if retirement was a time when your money worked [...]
Transforming a distributor or reseller into a valuable company may seem like a daunting task. Distributors are usually not worth very much, because an acquirer reasons that without a point of differentiation, a distributor is vulnerable to a price war. Rather than acquire a target company, a savvy potential acquirer of a distributor could temporarily lower [...]
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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.