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I’m 67 with $1 million in savings and a $100,000 pension. Should I wait to claim Social Security at 70 so my wife will get more when I die?

Once upon a time in America, when Social Security was first created, it was supposed to be part of a three-legged stool supporting retirees that included retirement benefits, a pension and savings.

I want to give my grandson $50,000 in appreciated stock to help him out with college costs. Could my gift end up leaving him with a tax bill?

As college costs increase, students have been forced to take on a growing amount of debt.

How to Access Retirement Savings Early Without Penalty

Dreams of early retirement can come true. The stock market’s near record highs, swelling 401(k)s and other retirement account balances.

Lessons from 'The Pitt': Why a Sabbatical May Beat Early Retirement

If “The Pitt’s” chief attending has you rethinking the daily grind, it might be time to plan a strategic career pause — before you call it quits for good.

Keep Cash on Hand for Emergencies or Invest It All and Rely on Credit If Something Goes Wrong?

Let’s say you build a solid emergency fund. You’ve done the hard part; now comes the decision: Do you leave it along or take a risk?

6 Ways to Set Up a Budget That Works Even When Your Income Changes Weekly

Anywhere from 25% to 43% of Americans are gig workers, which means many of these same people have fluctuating earnings.

'Retired at 65 Years Young.' We Have $1M in IRAs, $65K in a Roth IRA and $600K in a Brokerage. Now We Want a $40K SUV. What's the Smart Way to Get It?

When you’re working and don’t have a ton of savings built up yet, the main question about buying a car is whether or not you can afford it.

Asked on Reddit: How Much Is Too Much to Pay for Rent?

Experts generally recommend keeping rent below 30% of your gross pay, but there are nuances to consider.

With many CDs still offering 4% APY and up, we asked 6 pros: Who should — and shouldn’t — get a CD now?

Ultimately, it’s about balancing accessibility and growth potential, one pro tells us.

Top 6 Things the Upper Class Should Sell Before Retiring - Even If It's Begrudgingly

If you think “wealth” and “prosperity” when you hear the term “upper class,” you wouldn’t be too far off.

'Incompetent, Lazy and Hypocritical.' I'm 55, Single and Maybe Want to Retire Early, But After Interviewing Some Advisers, I feel Many Are Bad - And One Ghosted Me. What Gives?

What you’re asking seems completely reasonable – and as with any profession, you’ll find great pros and not-so-great ones.

Please Note: This article is provided for informational purposes only and does not constitute investment, legal, tax, or financial advice. While the information is believed to be reliable, its accuracy and completeness cannot be guaranteed. Clients and prospective clients should consult a financial professional prior to making any financial decisions.

Ready to schedule an appointment but don’t have time to chat right now? Send us your contact info and how/when to reach you best; we’ll reach out when it’s more convenient for you. We look forward to speaking with you.

Preserve Income. Protect Loved Ones. Retire with Confidence.

In the media

Stay In The Know

Unlock Valuable Insights With Integra Financial Planning, LLC

I’m 67 with $1 million in savings and a $100,000 pension. Should I wait to claim Social Security at 70 so my wife will get more when I die?

I want to give my grandson $50,000 in appreciated stock to help him out with college costs. Could my gift end up leaving him with a tax bill?

How to Access Retirement Savings Early Without Penalty

Lessons from 'The Pitt': Why a Sabbatical May Beat Early Retirement

Keep Cash on Hand for Emergencies or Invest It All and Rely on Credit If Something Goes Wrong?

6 Ways to Set Up a Budget That Works Even When Your Income Changes Weekly

'Retired at 65 Years Young.' We Have $1M in IRAs, $65K in a Roth IRA and $600K in a Brokerage. Now We Want a $40K SUV. What's the Smart Way to Get It?

Asked on Reddit: How Much Is Too Much to Pay for Rent?

With many CDs still offering 4% APY and up, we asked 6 pros: Who should — and shouldn’t — get a CD now?

Top 6 Things the Upper Class Should Sell Before Retiring - Even If It's Begrudgingly

'Incompetent, Lazy and Hypocritical.' I'm 55, Single and Maybe Want to Retire Early, But After Interviewing Some Advisers, I feel Many Are Bad - And One Ghosted Me. What Gives?

Ready to schedule an appointment but don’t have time to chat right now? Send us your contact info and how/when to reach you best; we’ll reach out when it’s more convenient for you. We look forward to speaking with you.

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