Integris Insights
Uncommon sense.
2023 CSUMB Accounting Networking Event
Oct 2023Ken Cranstone (Associate Advisor), Katherine Woolever (Paraplanner), and Michelle Arroyo (Office Manager) attended the 2023 CSUMB Accounting Networking Event this year to speak with local students exploring career opportunities in accounting and finance. The two-hour event took place…
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So Your Child Turned 18 – Now What?
Oct 2023Yes, they still are, and always will be your sweet little pumpkin; however, now that they are a legal adult, and you no longer have authority over their affairs, there are new issues to consider. We encourage you…
Webinar: Cost Reduction Strategies for College
Sep 2023With college application deadlines right around the corner, paying for college is top of mind for many families. The cost of college tuition can be a significant financial burden. Even if your family is not eligible for need-based…
Pass Through Entity Tax: A New(ish) Deduction
Aug 2023
Team Spotlight: Ken Cranstone
Aug 2023
What Good is a Crystal Ball?
Aug 2023
A Once in a Lifetime Gifting Opportunity
Jul 2023
Medicare Advantage vs. Medicare Supplement
Jul 2023
Finding Financial Independence
Jul 2023
Tribute to Harry Markowitz
Jul 2023