Our Useful Guides
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At Integrity Financial Planning, we have helped hundreds of clients in Roanoke and Christiansburg, VA achieve their financial goals by providing unbiased financial advice. Check out some of our useful guides below, and don’t forget to request your complimentary, no-obligation financial review!
Legacy and Estate Planning Guide
Understanding The Basics
The Legacy and Estate Planning Guide discusses how it’s not just the uber-wealthy that benefit from having an estate and legacy plan. It’s anyone who wants their wishes to be honored after their passing. Essentially, this guide covers the options and tools you have to create an estate plan and the tax benefits of having one. Read this guide to learn the basics of legacy and estate planning.
The 2022 Tax Planning Guide
The 2022 Tax Guide explains what you need to know about minimizing your taxes by knowing the current codes and rules. The guide covers organizing your tax documents, tax bracket information for 2022, standard and itemized deductions, how to avoid tax traps, and strategies to help lower your tax bill. Taxes can erode your retirement savings over time, so get started on a tax plan by reading this guide.
How To Exit Your Business
And Enter Retirement
This guide covers the basics of business succession planning, creating income in retirement, and tax planning for business owners. For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy and success was never guaranteed. Retirement planning is the next uncharted waters for you, and there’s no one-size-fits-all map. Read this guide to learn more about how to retire as a business owner.