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Investing & Planning

Investing and Planning Articles

Traffic Accidents and Financial Planning Thumbnail

Traffic Accidents and Financial Planning

A recent traffic accident taught me about our financial planning process. Along the way you will find you experience some life events which act like traffic accidents to distract and slow down your progress to your destination. This is natural, but a dedicated focus to get you back up to speed will make these slowdowns fade into the rearview mirror.

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We’re Never Too Busy To Help Someone You Care About Thumbnail

We’re Never Too Busy To Help Someone You Care About

An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. It’s not surprising that it can be incredibly overwhelming to find an advisor you trust and with whom you want to work for the long-term.

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Your 2019 Social Security Benefit Guide Thumbnail

Your 2019 Social Security Benefit Guide

Over 67 million Americans receive Social Security benefits, most of those retirees. With a program that impacts so many individual lives, you would think people would be more prepared to claim their benefits, but unfortunately, that’s not the case. Close to 63% of future retirees are not confident about how the program works, and 88% don’t know how benefits are calculated or how to maximize their Social Security payments.

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Our Favorite Things To Do In Bonita Springs Thumbnail

Our Favorite Things To Do In Bonita Springs

Here at Integra Capital Advisors, we are more of a family, and one of the places our ICA family calls home is lovely Bonita Springs, FL. We know the importance of working hard and investing wisely. We also truly value health and well-being in all areas of life, not just finances. And we believe that an integral part of living a healthy lifestyle is investing some time in doing the things that bring you joy and fulfillment. So, we would each like to share with you our favorite things to do here in Bonita Springs.

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Our Favorite Things To Do In Bradenton Thumbnail

Our Favorite Things To Do In Bradenton

Here at Integra Capital Advisors we have always felt more like a family, and one of the places our ICA family calls home is beautiful Bradenton, FL. We know that a healthy family is made up of healthy individuals. And healthy individuals require some fun in their lives! It is important to work hard and invest wisely. And we believe that part of investing wisely is investing some time in doing the things that bring you joy and fulfillment. So, we would each like to share with you our favorite things to do here in Bradenton.

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