Integrity Financial is Your Key to Financial Confidence.
Life is so many moments in time. Yet all of those moments added together are your journey and adventures, as well as your challenges and struggles. We all travel down many financial roads throughout our lifetime. The "financial roads" are often difficult to navigate, and alone, well, even more difficult.
We want to help make sense of the "financial direction" you are taking, and whether you need to make a turn, stay the course, or simply adjust the navigation a bit.
It's YOUR journey. We look forward to walking it with you! At Integrity Financial we believe integrity must be a part of all of our discussions, reviews and decisions. Integrity must be what you feel and receive from us each and every time we talk, meet or work together for you and your family.
There are many approaches to financial management, The various approaches should be understandable, not confusing or or difficult to wrap your hands around.
At Integrity Financial, we will customize a strategy for you, because there is only 1 you, and the strategy needs to fit you and your journey. We'll take the time to listen, then share our ideas, recommendations, experience to help you have the best understanding of any strategies presented and decisions to be made. Integrity Financial is affiliated with Cetera Advisor Networks, which brings an additional level of experience, tools and more.
Thank you for honoring Integrity FInancial with Your Business and Your Financial Confidence.
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Newsletters
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.