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Blog

A couple working in their kitchen together
Paul Koenig | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Paul Koenig | Aug 25, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Paul Koenig | Aug 3, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Focused young woman shopping online on her laptop
Paul Koenig | Aug 2, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
A teenager holding a yellow and blue longboard talking to her friend
Paul Koenig | Jul 20, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
Paper report.
Paul Koenig | Jul 13, 2022

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
Read More
Row of classic cars.
Paul Koenig | Jul 12, 2022

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Education
Finance
FINRA Reviewed
Investments
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
Read More
Mother and child working on a laptop together
Paul Koenig | Jul 6, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Paul Koenig | Jul 5, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
Patient walking with a walker.
Paul Koenig | Jun 29, 2022

What to Look for in a Disability Insurance Policy

Insurance
Disability
Unquestionably, disability insurance is more complicated than other forms of insurance. There are a lot of moving parts to understand in order to create the
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Man hiking in desert.
Paul Koenig | Jun 28, 2022

8 Tips for Finding Balance Between Work and Life

FINRA Reviewed
Lifestyle
Family
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report
Read More
SUV driving down highway.
Paul Koenig | Jun 22, 2022

Optimizing Capacity in Your Auto Insurance Policy

Education
Insurance
For many people, structuring their auto insurance policy comes down to obtaining the greatest amount of coverage at the lowest cost. Because auto insurance has
Read More

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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

Get in Touch

Check the background of this investment professional on FINRA BrokerCheck

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.

*Integrated Financial Partners and LPL Financial do not provide tax services.

LPL Financial Form CRS

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

For more information visit www.FINRA.org or www.SIPC.org Click on the links for a copy of the Firm ADV and Client Relationship Summary.

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