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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Lease Interest

What's the interest rate on the lease you're considering?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

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

More Calculators →

Newsletters

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

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