Financial Planning
Financial Planning
A Better Financial Legacy
Apr 2022While this piece by Integris founder, Giff Lehman, was published in the Monterey Herald many years ago, it is a timeless subject which we revisit frequently in client conversations. When my daughter got her first job, she was…
Financial Planning
The Money Tree
Apr 2022As a kid, I would wonder with friends why money doesn’t just grow on trees. Why can’t I just pluck a dollar from a tree? Life would be so easy. What if I told you there is such…
Financial Planning
Celebrate Down Markets
Apr 2022
Financial Planning
Financial Planning in your 20’s
Mar 2022
Financial PlanningWebinars
The Insurance Crisis in California
Feb 2022
Financial Planning
Common Errors on Your W-2
Feb 2022
Financial Planning
Give More, Give Back, Give Stock
Dec 2021
Financial Planning
Trust, Urgency, and Authority – A Cybercriminal’s Handbook to Stealing your Information
May 2021
Financial Planning
California Proposition 19
Dec 2020
Financial PlanningInvesting