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Helping Clients Pursue The Life They Want With Financial Confidence

At Integrated Wealth Strategies, Inc., We’ll help you navigate the financial impact of life’s changes.

We start by building a comprehensive picture of your current wealth and a deep understanding of your risk tolerance, liquidity needs, and objectives. We then offer the best strategies for your unique situation, crafting a tailored strategy aligned with both your personal and financial goals.

Call today for a complimentary consultation. 303.927.7201

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“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

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Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

What Is a Stretch IRA?

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Try these activities to keep your brain sharp.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Business Cycle

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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