Integra Team - Wealth Enhancement

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Integra Team - Wealth Enhancement The Integra Team focuses intently on detailed financial and retirement income planning.

We specialize in portfolio management, offering strategies that incorporate alternative investments designed to augment and complement the nuances of your portfolio.

Medicare Annual Enrollment is here. From October 15 through December 7, Medicare beneficiaries have an opportunity to r...
10/15/2026

Medicare Annual Enrollment is here.

From October 15 through December 7, Medicare beneficiaries have an opportunity to review their current coverage and make changes for the upcoming year.

Even if you’re happy with your current coverage, this can be a good reminder to review your options and make sure your plan still fits your needs.

đź”’ October is National Cybersecurity Awareness Month, a good reminder to take a few simple steps to protect your personal...
10/01/2026

đź”’ October is National Cybersecurity Awareness Month, a good reminder to take a few simple steps to protect your personal and financial information.

Use strong, unique passwords, turn on multi-factor authentication, keep your devices updated, and think twice before clicking unexpected links or attachments.

A little extra caution can go a long way online.

🎉 Did you know some birthdays come with important financial milestones?Here are a few to keep on your radar:🎂 Age 50 – E...
09/23/2026

🎉 Did you know some birthdays come with important financial milestones?

Here are a few to keep on your radar:
🎂 Age 50 – Eligible for catch-up contributions to retirement accounts
🎂 Age 55 – Can make additional contributions to a Health Savings Account (HSA)
🎂 Age 59½ – Penalty-free withdrawals from retirement accounts become available
🎂 Age 62 – Eligible to begin receiving Social Security benefits (at a reduced amount)
🎂 Age 65 – Time to enroll in Medicare
🎂 Age 67 – Eligible for full Social Security retirement benefits for many retirees
🎂 Age 70 – Maximum Social Security benefit by delaying benefits until this age
🎂 Age 73 – Required Minimum Distributions (RMDs) begin for many retirement accounts

Understanding these milestones can help you make more informed decisions throughout retirement. If you'd like to discuss how these birthdays fit into your financial plan, we're here to help.

The long weekend is almost here! Whether you're traveling, gathering with loved ones, or simply taking time to unwind, w...
09/04/2026

The long weekend is almost here! Whether you're traveling, gathering with loved ones, or simply taking time to unwind, we hope you enjoy a safe and relaxing Labor Day weekend.

Happy Labor Day from the Integra team!

As backpacks come out and classrooms fill up this August, it's a fitting time to talk about saving for education. A 529 ...
08/19/2026

As backpacks come out and classrooms fill up this August, it's a fitting time to talk about saving for education. A 529 college savings plan offers a tax-advantaged way to prepare for the future, usable at over 6,000 colleges, universities, and apprenticeship programs, plus K-12 tuition and trade schools.

Anyone can contribute, from parents to grandparents to family friends.

Whether you're planning for a child, grandchild, or even yourself, back-to-school season is a wonderful reminder to look ahead.

Reach out anytime to learn how a 529 could support your goals.

Address

1001 3rd Avenue West, Suite 450
Bradenton, FL
34205

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Telephone

+19417781900

Website

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