Integral Capital Management, Inc.

Integral Capital Management, Inc. Whatever your reason for investing: retirement or planning for your child’s education, We offer you unbiased, independent advice to help reach your goals.

We offer two distinct but complementary services; Financial Planning and Investment Management. Some of our clients work with us in one area exclusively, but many utilize our services in both areas for seamless, comprehensive, independent financial planning. As Independent Financial Advisers, our business has no links or ties to any one product provider. We can provide access to Life Insurance, An

nuities, Pensions or Investment products from across the whole marketplace. This means we can choose from over 30,000 financial products to provide the best for your particular situation.

09/09/2026

A charitable remainder trust (CRT) can be a great way for taxpayers to leverage their generosity, producing tax savings that can be used to provide greater benefits to themselves, their spouses, or others, and then to their favorite charities.

09/07/2026

A charitable remainder unitrust, or CRUT, is a trust with both charitable and noncharitable beneficiaries. When the trust is created, the charity's interest in the trust assets is a "remainder interest," which means it is second in line to someone else's interest. For this reason, this trust is char...

09/05/2026

The child tax credit is a per-child tax credit against your personal income tax liability.

09/04/2026

A simplified employee pension (SEP) is a written plan that allows employers to make retirement contributions to individual retirement arrangements (called SEP-IRAs) set up for each eligible plan participant. These contributions may be deducted from the business's income and are generally excluded fr...

09/02/2026

Qualifying widow(er) with dependent child — let's just call it qualifying widow(er) — is a filing status for federal income tax returns that may be available to you if your spouse died at any time during the prior two tax years. The filing status that you choose is important because it determine...

08/31/2026

Not surprisingly, this explains the process of choosing a particular piece of your property that you want to give away. Selecting the property is a final and yet most difficult decision you'll need to make when you have decided that lifetime giving is an estate planning strategy that is right for yo...

08/29/2026

Generally, the process for buying a house that is for sale by owner is the same as with a real estate agent.

08/28/2026

A qualified terminable interest property (QTIP) trust is a type of marital trust used most often with a bypass trust to maximize the use of both spouses' applicable exclusion amounts (the amount that can be sheltered from federal gift and estate tax by the unified credit). Perhaps more importantly,....

08/26/2026

When selling your business — whether to a family member, a key employee, or a third party — you effectively become a lender to the business unless the sale is entirely for cash.

08/24/2026

To qualify for the earned income credit, you must meet a number of requirements.

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Norwalk, CT

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