What the SECURE Act means for you
Learn how the SECURE Act will influence your retirement and estate planning goals.
Watch Out for Social Security Scams
Scams involving your Social Security Number are on the rise.
Planning for Your Legacy
Tips to help you plan for your estate and legacy to your family.
Make a Smart Social Security Filing Decision
Using the best Social Security filing method can mean a lot more in lifetime benefits.
Meet Integra Capital Advisors
Social Security and the Passing of a Spouse
Learn how Social Security works when a spouse dies.
Spousal Social Security Benefits When you Are Divorced
Learn about your rights to claim on your ex-spouses benefits record.
Alternative Investments – Introduction
Alternative investments may reduce risk and enhance return in a diversified portfolio. Learn more by watching this video.
The Importance of a Wealth Plan
Planning for your financial future can be fun and rewarding. Learn more in this video.
Passing of a Spouse
Planning ahead for the unfortunate reality that we will one day be alone can reduce the stress of a loss of our spouse.
Divorce is an unfortunate but common event. Planning for your new financial future is an important step in moving on.
Planning for how and to whom to leave your assets is an important part of your legacy. Watch this video to start the process.
Consistent, accurate predictions of the future are impossible, and not necessary for a successful investment plan.
Values of Independent Advisors
How Integra Capital lives by our values to serve you.