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A Better Financial Legacy

While 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…

The Money Tree

As 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…

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