Integrity Tax & Financial

Welcome to the Integrity Tax & Financial website, where you’ll find a wealth of information in the form of newsletter articles, e-seminars, calculators, research reports and account links. 

Tax Deduction Finder:  Deductions.pdf

Your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal and/or business financial situation. This website has been created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, tax management and wealth preservation.

Browse the site to help educate yourself about the basic concepts of financial management, learn more about who we are, and have easy access to market performance data.  Take advantage of this resource and visit often!  Request a quote, schedule an appointment, view your account information or check out an e-seminar.  Given the current economic climate, you should not miss any developments in the areas of personal and business finance and taxation.

Purpose, Plan, Achieve.
Calculators

Lease Payment

How much would your monthly lease payment be?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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