In a time when computers and online platforms dominate our leisure time, revisiting classic board games like Scrabble, Rummikub, and Clue can offer a refreshing change of pace and a great way to unplug for the night. These games, timeless in their appeal, provide not just entertainment but also a way to stimulate the mind [...]
We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Because taxes are calculated from January 1st to December 31st of each year, and certain retirement rules and laws [...]
As winter approaches, the weather outside is getting colder, and the nights are drawing in. It's the perfect time to curl up on the sofa with a hot drink and enjoy some great films. Here are four fantastic movies that are perfect for the winter season. Christmas Inheritance First on the list is the heartwarming [...]
There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones. Here are 4 important birthdays to make note of as you set up your financial future: Catch-Up Contributions Begin at Age 50 When you [...]
In this digital age, shifting our attention back to the tangible world of magazines might seem like a step back, but there's a certain charm and satisfaction in flipping through the crisp pages of a well-curated publication. Here are some compelling reasons to revisit the world of magazines and a few exceptional recommendations to get [...]
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 [...]
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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.