It’s quiz time! How would you grade your financial competency? Join us as we ask some critical questions when it comes to your finances. Stay tuned and test your knowledge by seeing how many of these questions you can answer! At the end of this episode, Brian will also answer a few questions from the mailbag.
What financial commandments should you be following? In this episode, we talk through what “thou shall” and “shall not” do when it comes to your finances and retirement planning. Brian shares some client examples of what this can look like and how to stay on the straight and narrow in order to reach your financial goals.
One listener recently inherited her father’s farm and an IRA and is thinking about cashing it all out in order to retire. Is this a good plan? Brian shares some of his own experience with moving and selling farm property. More than just the financial aspects of selling a family farm, there’s an emotional attachment you’ll want to consider. There are a few other options to think through besides selling.
How are your resolutions doing so far? If you haven’t made any yet or have dropped the ones you started, maybe it’s time to pick up some financial resolutions.
If inflation is the silent killer of retirement planning, what can you do about it? On today's show, Brian talks through the rule of 72, how it relates to inflation, and how understanding this rule can impact your financial plan.
Is a fixed-rate annuity a wise investment choice? It all depends on your goals! Brian talks through when someone might choose to use this financial tool. To some, a fixed rate annuity is sounding like a good idea. When the money in your bank account isn’t earning any interest, fixed-rate annuities carry some appeal. Certificates [...]
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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.