Do I Need Life Insurance?
Let's introduce the basic framework for reviewing your family finances to help decide if you need life insurance and how much may be necessary.
Social Security for Widows
When it comes to Social Security benefits, there are rules you should understand as you transition from married to single status after your spouse passes.
When to Take Social Security Benefits
Social Security benefits can easily total over $1 million dollars during a typical retirement. For women, the decision of when to start claiming your benefits is important for your retirement plan.
Traditional and Roth IRAs What's the Difference?
In this video, we will explore the differences between Traditional and Roth individual retirement accounts, commonly known as “IRAs”, to help you decide which the best option for you is.
The SECURE Act and Retirement Planning for Women
What does the SECURE Act mean for your retirement?
The COVID-19 Impact on Women’s Retirement Planning
Learn how the COVID-19 virus will impact your financial future.
Women Should Watch Out For Social Security Scams
Scams involving your Social Security Number are on the rise.
Legacy Planning for Women
Tips for planning your legacy for your estate and family.
Smart Social Security Decisions for Women
Filing for Social Security Benefits the right way is very important for women.
Meet the Wealth Her Way Team
Financial and educational resources for all women in any situation.
Social Security for Women When a Spouse Passes
Learn about your Social Security benefits when your spouse/partner passes.
How Divorce Impacts Your Social Security Benefits
Learn how divorce and remarriage impact your Social Security benefits.
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.
The Importance of a Wealth Plan
Planning for your financial future can be fun and rewarding. Learn more in this video.
Planning for how and to whom to leave your assets is an important part of your legacy. Watch this video to start the process.
Values of Independent Advisors
How Integra Capital lives by our values to serve you.
We don't move on from grief, we move forward with it.