The Integrated Financial Planning Center Team members have been serving Central Texas for over 25 years, as fee based personal and business advisors.

Specializations include Wealth Accumulation, Retirement Planning, Tax Advantage, Risk Management, Asset Preservation and Estate Planning.

 

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

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