Blog
Our blog offers helpful tips and videos for managing your financial future.
Welcome to the Back Nine…Will They be the Best Nine?
Life is like 18 holes of golf, on the front 9 you accumulate wealth and on the back nine you take it out…..and just because you had a good front 9; it does not guarantee you a good round of golf! The back nine could prove to be...
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A better approach to the 4% rule for clients' retirement
*Originally published on Financial Planning. Since I entered this profession almost 40 years ago, I have noticed that the distribution recommendations financial advisors make to clients in retirement fall into one of five approaches...
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Interview | Investing During The Pandemic; What Should I Do With My Money Considering the Volatility
Authority Magazine Interview As a part of my series about “Investing During The Pandemic”, I had the pleasure of interviewing Vijay Khetarpal. Link to the interview. Vijay Khetarpal has been dedicated to providing...
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5 Highlights of the New Stimulus Package
After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees...
Read MoreThe Swiss Army Knife of Accounts
Click "Learn More" to Watch My Video! What does the perfect financial account look like to you? Let us paint a picture for you of one that is a “Swiss Army Knife” of accounts. A “Swiss Army Knife” account...
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An Introduction to the Retirement Optimization Method
Getting ready for retirement is long journey that many prepare for most of their adult lives. However, the journey does not end once you reach Retirement. Vijay Khetarpal, Financial Advisor and President & CEO of Integrity Financial...
Read MoreA Tale of Two Oranges
Pretend your entire net worth, that you have worked your whole life to accumulate, is represented by an orange. This includes your business, personal savings, investments accounts, possessions, properties, etc. When all is said and...
Read MoreClimbing the Retirement Mountain
Climbing a mountain is an exceedingly difficult endeavor. It is something that takes a lot of preparation and dedication. The path to the top is not always easy and once you get there you are then faced with the task of getting down...
Read MoreWhat is Your Most Valuable Asset?
Your most valuable asset is likely not what you think. When asked this question many people respond with their house, car or jewelry. However have you thought about what you would do if you could no longer work? Your house, car and...
Read MoreWhat Legacy Do You Want To Leave?
Have you thought about what kind of legacy you want to leave behind for your family and future generations? Leaving a legacy you will be proud of takes careful planning. Vijay Khetarpal, CLU, ChFC, CFP, AIF, President & CEO of...
Read MoreNavigating the Uncertainty of the Corona Virus
During this period of market volatility caused by COVID-19 it is important to stay calm and stay invested. Here are some tips to help investors cope:
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