Estate Planning for Business Owners: 9 Steps to Get Started
If you don’t have a succession plan, you’re not alone: 64% of business owners over the age of 50 haven't made one.
Insights
Insights
Plain-language articles on planning, investing, and taxes from a fee-only fiduciary firm.
Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs
Over a ten-year period, index ETFs outperform something like 95% of investments. And direct indexes outperform index ETFs (on an expected after-tax basis).
Understanding the Value of Tax Management at Integrity Financial Planning
Understanding tax management, how it works, and how to implement it into your investment strategy is so important.
Social Security: Things to Consider Before Tapping into Your Benefits
Social Security benefits play a vital role in providing or augmenting income for retirees, dependents, and those with disabilities.
A Guide to Qualified Charitable Distributions
A qualified charitable distribution lets IRA owners age 70½ or older give up to $111,000 (2026 limit, indexed) directly to charity and count it toward their RMD without adding to taxable income.
Your Guide to Required Minimum Distributions (RMDs)
When required minimum distributions start, how they are calculated, the penalty for missing one, and strategies such as QCDs and Roth conversions to manage them.
Talk with a CFA and a CPA/PFS, CFP® about your situation
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