Integrated Financial Partners - Waltham, MA

 
Global and International Funds

Welcome to Integrated Financial Partners

You may have an attorney, an accountant and an insurance agent but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions being made today are aligned with your financial goals for the future? IFP is a fee-based financial planning and wealth management firm dedicated to the overall coordination of your financial affairs.

With over 20,000 clients and $8 billion of assets under advisement, we are uniquely positioned to survive changes in our industry while maintaining close relationships with our valued clients.

Welcome to Integrated Financial Partners.

IFP in the News

Helpful Content

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Building Your Legacy

A four-step framework for building a personal legacy.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Cash Flow?

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Disability Income

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Global and International Funds

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

View all videos arrow