Is this common or rare? We go through five scenarios that may happen throughout your fi-nancial life. Brian shares how often he sees these situations occur among his clients and how he helps them navigate through it. You may be surprised by some of his answers!
What kind of retirement catastrophe can happen if you don’t plan? Right now, inflation is hitting hard, but that can often get overlooked. What other kind of hidden costs could you face? Getting sound advice on the whole picture could save you in the long-run. Later in the show, Brian answers three questions from the mailbag.
What are the decisions you need to make now for your retirement, even if we’re in a recession? Brian talks about how to stress-test your plan and what to keep in mind. The big debate right now is whether or not we are in a recession. The market is heading back up, employment is [...]
When retirement planning, inflation can leave you with far less than you thought. Brian shares what tools we can use to plan accordingly. Right now, inflation is hitting harder than usual, and it's often a silent killer when it comes to retirement planning. Is the rule of 72 a good way to know for [...]
SIGN UP FOR
OUR E-NEWSLETTER
Roanoke Office:
1315 Second Street SW, Suite 102
Roanoke, VA 24016
Call or Text: (540) 266-3100
Call Toll-Free: (800) 790-7150
Fax: (800) 927-3717
Email: Info@financialplanningva.com
Home | About | Our Story | Pillars of Integrity | Team | Services | Private Wealth Management |
Real Estate Investing | Live Events | On-Demand Webinars | Radio/Podcast | Guides | Blogs | Referrals | Contact
© Integrity Financial Planning | Terms of Use | Privacy Policy | Powered by: LoneBeacon.com
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.