Welcome to our Financial Insights Blog
The $40,400 SALT Opportunity– A New Blueprint for Tax Season
The $40,400 SALT Opportunity: A New Blueprint for Tax SeasonThe SALT cap has long been considered the four-letter word of the tax world. Since 2018,...
Your 2026 Planning Roadmap
Your 2026 Planning RoadmapThe 2026 financial landscape is all about saving smarter. New IRS rules are reshaping how high earners, retirees, and...
2026– The Year of Simplification
2026: The Year of SimplificationAs we step into a new year, many of us set resolutions to improve our lives: exercising more, eating healthier, or...
Feeling Sandwiched by Generations? Take this Quiz.
Are you spending as much time driving your parents to doctor appointments as you are driving kids to soccer? Navigating both long-term care and...
The 2025 Tax Act: What it Means for Your Charitable Giving
The 2025 Tax Act reshapes how individuals can deduct charitable gifts, introducing new thresholds, timing considerations, and deduction limits that...
Moving States? 5 Hidden Traps To Watch For
Thinking about moving to a lower-tax state or splitting time between homes? Relocating can open new opportunities, but it can also trigger...
Your Estate Plan – Who’s Calling the Plays?
Your estate plan is your financial game plan, a playbook designed to safeguard your family’s future. But even the best game plan won’t win without...
The Power of Year-End Philanthropy
As the year winds down, it’s natural to reflect on what truly matters, and for many, that includes giving back. Whether your goal is to support...
Your Roadmap to Long-Term Care – A Conversation Worth Having
A famous first lady once said: "There are only four kinds of people in the world: those who have been caregivers; those who are currently...
5 Life Insurance Misconceptions That Are Costing You
It’s too expensive. It’s too complicated. It’s just too morbid to talk about. When it comes to life insurance, we have an array of excuses that help...
Location | Colorado
501 S Cherry Street
Suite 510
Denver, CO 80246
Phone
(720) 458-6841
Industry Leading Awards and Credentials
Investment advice offered through Integrated Partners, doing business as PRISM Financial Strategies, a registered investment advisor. Securities offered through M.S. Howells & Co., member FINRA/SIPC. M.S. Howells & Co, Integrated Partners and PRISM Financial Strategies are separate entities.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Disclosures: Firm ADV, Part 2 Brochures | Part 3 Form CRS
