Integris Insights
Uncommon sense.
Tips for the 2025 Tax Filing Season
Feb 2025As we enter the 2025 Tax Filing Season, we may find ourselves wondering how to navigate the complexities of filing our taxes. Below are some practical tax preparation tips that may help you optimize your taxes and improve…
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Love and Money: Financial Planning for Couples
Feb 2025When two people form a partnership, they often share not only dreams and experiences, but also responsibilities and financial obligations. But while love may be the foundation of a relationship, money can be a source of great tension…
Katherine Woolever Achieves the CFP® Certification
Feb 2025Integris Wealth Management is thrilled to announce that Katherine Woolever has obtained her CFP® certification. In her current role as Paraplanner, Katherine works closely with our Advisors in the preparation and analysis of financial plans for our clients….
Webinar: Trump 2.0 and Post Election Considerations
Feb 2025
How Do Claims Affect Your Homeowner’s Insurance?
Jan 2025
Protect Yourself from Tax Identity Theft
Jan 2025
New Cost-of-Living Adjustments for 2025
Jan 2025
Our Relationship with Money
Dec 2024
Team Spotlight: Amy Weinberg
Nov 2024
Integris Welcomes New Team Members
Nov 2024