Blog
The Importance of Year-End Giving
As the year comes to a close, the spirit of giving takes on a special significance. Beyond the holiday festivities, this time offers a unique opportunity to make a profound impact through year-end charitable contributions right here in...
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Navigating Taxes and Your Financial Future: Opportunities for Higher-Income Taxpayers
We're diving into a topic that's not only important but also surprisingly exciting—taxes and financial planning. Now, before you start yawning, stick around. We're here to break down the world of planning conversations and...
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What You Need to Know About the Latest Treasury Regulations
At Integrated Tax & Wealth Strategies, we're committed to keeping you informed about the latest developments in the financial landscape. One area that has recently seen notable changes is the realm of Treasury regulations. We...
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Maximizing Your Financial Potential: How ITWS Can Help Engineers Achieve Financial Success
As an engineer and or scientist, your time is a valuable commodity. Between conducting experiments, analyzing data, and staying on top of the latest advancements in your field, managing your investments might seem like an overwhelming task.
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The Impact of Debt Stress on Your Health and How to Manage It
Debt has become a prevalent issue in American society, with the average individual owing a significant amount. The burden of debt can take a toll on both our financial well-being and our overall health. It is important to explore the...
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Why Mid-Year Planning is Essential for Financial Growth
From maximizing tax savings to capitalizing on market trends and optimizing retirement planning, mid-year planning helps pave the way for a prosperous financial journey. Don't let your financial goals take a backseat as the year progresses.
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The Importance of Life Insurance for Oil and Gas Workers
Working in the oil and gas industry comes with risks, and it's important to be prepared for the unexpected. This blog emphasizes the importance of having a comprehensive financial plan that includes life insurance. Read more today.
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Introducing Our New Look: Integrated Tax & Wealth Strategies
As wealth advisors, we get to educate people about finances, help them make wise decisions with their money, and ultimately, ensure they use their resources to experience the world and wonders around us. We strive to help you get your...
Read MoreSpooky Financial Mistakes
As we know, Texas is always hot, but October typically represents the time of year when things begin to cool down. We begin to transition into holiday mode, the pumpkin spice everything appears back at coffee shops, and we are just a...
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The History of Stock Market Performance Surrounding Midterm Elections
We’re just weeks away from midterm elections in the United States, and this year, 35 Senate seats are up for election, as are all 435 House seats. Months of stock market ups and downs coupled with rising interest rates and...
Read MoreYour 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
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