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Blog

Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Paul Koenig | Sep 27, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Group of young professionals in a meeting. They are in a casual office setting
Paul Koenig | Sep 26, 2023

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Woman in a suit holding a piece of paper. She is in an office setting.
Paul Koenig | Sep 20, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Grandmother and granddaughter knitting together
Paul Koenig | Sep 19, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Paul Koenig | Sep 13, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Grandmother with child
Paul Koenig | Sep 12, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Paul Koenig | Sep 6, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Paul Koenig | Sep 5, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Paul Koenig | Aug 30, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Person writing a list in a notebook
Paul Koenig | Aug 29, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Professionally dressed man and woman looking at a tablet
Paul Koenig | Aug 23, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Parents holding their child's hands. The child is jumping
Paul Koenig | Aug 22, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Office

East Coast

1300 Route 73, Suite 314
Mount Laurel, NJ 08054

 

 

Contact Info

Paul C. Koenig Jr. | CFP®, ChFC®,
CRPC®, RFC®

P | 856-291-0142
F | 856-581-6017
E | Paul.Koenig@IFPadvisor.com

 

Lance Leimberg | CFP®

P | 856-437-5350
F | 856-581-6009
E | Lance.Leimberg@IFPadvisor.com

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. ©Integrated Financial Partners.  CRPC conferred by College for Financial Planning.

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