ADVISORS MAGAZINE NOV 2020 FIDUCIARY TALK INTERVIEW by bobby l. hickman Confusion over whether their financial advisor acts as a fiduciary continues to plague consumers, despite recent regulatory efforts to establish clearer standards. Fiduciaries are required to always put clients’ interests firs…Read More
The term government pension offset is a law that affects spouses, widows, or widowers. If you’ve received a retirement or disability pension from a federal, state, or local government based on your own work for which you didn’t pay Social Security taxes, you may be able to reduce your Social Sec…Read More
The Windfall Elimination Provision (WEP) is a formula that is used to adjust Social Security worker benefits for people who are receiving “non-covered pensions” and qualify for Social Security benefits based on other Social Security-covered earnings. A non-covered pension is a pension that is …Read More
While many people equate social security to a retirement program, it is much bigger than that. Social security is involved in the lives of nearly every single person in the United States including older Americans, disabled workers, and families who may have lost a spouse or parent. Currently, over 1…Read More
Integrity Wealth Management & Insurance Services, LLC Cypress, CA Did you know that there are two different standards that are upheld within the Financial Services Industry? It would seem like common sense that someone who is hired to look after your investment funds should have your be…Read More
Asset protection should be just one of your many financial goals. While most people have estate planning, taxes, and other investment goals, incorporating asset protection can greatly benefit you. Starting off, asset protection is the concept of and strategies for guarding a person's wealth. It’…Read More
Retirement planning is something that we all know that we should be planning for, but it can be a bit overwhelming, especially if you’ve never even considered what it means to be fully retired. This blog will dive deeper into steps that you can start taking at a young age that can greatly benefit …Read More
While most people try and make resolutions to help improve their financial situation at the beginning of the year, there’s never a bad time to try and improve your financial standing. No matter when you begin, it all remains the same. At Integrity Wealth Management and Insurance Services, LLC, we …Read More
Welcome to our new site! We are in the process of building our blog page and will have many interesting articles to share in the coming months. Please stay tuned to this page for information to come. And if you have any questions about our business or would like to get in touch please visit ou…Read More