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San Jose, CA 95125
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Your Family Should You Invest in Exchange Traded Funds? What Our Kids Can Teach us About Saving Money Inflation and Your Portfolio

Welcome to Integrated Wealth Management

In our practice, we share a passion for empowering clients to live life confidently by delivering a level of service that's more individual and personal.

We believe in investing strategically towards individual goals, not indexes. We focus on people, not stocks. We believe life goals and dreams are unique and every person’s situation is different.

We recognize choosing a Financial Advisor is a very personal decision. Take a look around the site and get a feel for who Integrated Wealth Management is and how our process works.

When you are comfortable enough to continue your evaluation in person, send us an email or give us a call. We look forward to getting to know you. 

Helpful Content

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

How Income Taxes Work

A quick look at how federal income taxes work.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

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