Understanding Today’s Financial Environment
Welcome, I’m Jack M. Lubecker, President & CCO of Integrity Investment Management, Inc. a Registered Investment Advisor in Hoffman Estates, Illinois. At Integrity Investment Management, Inc. we help our trusted clients work toward their financial goals. The strategies we develop are customized to pursue a particular client's financial goals, and to do so only within their risk tolerance. Today's financial markets can present a multitude of uncertainties, opportunities and challenges. Whether you need advice for Retirement Planning, 401(k) & Pension Rollovers, IRA Rollovers, Investment Portfolio Analysis, Estate Planning or College Planning, our personalized service will help develop a plan to address your goals.
Our professionals have years of experience in financial services. By offering customized Wealth Management advice and personalized service we can provide investment plans for today, as well as the future. We look forward to working with you through all stages of your life. Please call so we can start working towards your investment goals today.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here are six flags that may make your tax return prime for an IRS audit.
A change in your mindset during retirement may drive changes to your portfolio.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Around the country, attitudes about retirement are shifting.
When should you take your Social Security benefit?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here is a quick history of the Federal Reserve and an overview of what it does.