Welcome to our Financial Insights Blog
Before You Choose a Medicare Plan, Ask These 8 Questions
Is Your Medicare Plan Really the Better Deal?The premium is only one number. Imagine two Medicare plans side by side. One has a higher monthly plan...
Do You Have a Plan for Your Inherited IRA?
The 10-Year Clock: Planning Around an Inherited IRA Do you know what you’re required to withdraw and when?Imagine inheriting an IRA from a parent....
Your Insurance Fit Your Life Then. Does It Still?
Your financial picture may be different today than it was when you purchased your insurance. Think about what life looked like then. Maybe you were...
Harvesting the Wins– Why 2026 May Be a Good Time to Review Appreciated Investments
There’s a quiet satisfaction in opening your account statement and seeing a position that has grown from where it started. Maybe it’s the stock you...
Beyond the Tuition Check– The Legal Shield Every College Student Needs.
The bags are packed. The car is loaded. They're ready to go. For you, it's bittersweet. You're sad to see them leave, but excited for everything...
Writing a Check Is a Common Gift. But Is It Always Your Most Strategic One? Moving Beyond Cash in Your Gifting Strategy.
Imagine a grandparent who, instead of writing a standard check as a holiday present, decides to gift their grandchildren shares of a major...
The Opportunity That’s Capturing Attention
If your social media feed looks anything like ours, you've seen the posts: Buy a sleepy business, find a cash-flowing operation, skip the startup...
Claim now or wait? The answer may surprise you.
You've spent decades building wealth. Social Security and the role it will play during your retirement years probably aren’t at the top of your...
Preparing Your Children for Wealth Starts Earlier Than Most Families Think
Ask a family what they'd do differently after a major wealth transfer, and the answer is rarely about taxes or timing. Almost always, it comes back...
The $30 Million Question: Does Your Old Trust Still Work for Your Estate?
In an effort to make 2026 your most intentional year yet, it’s time to consider this question:When Was the Last Time Your Trust Was Reviewed? Here’s...
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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.
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