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Integrity Wealth Services Independent Fee Based Wealth Management and Financial Planning member FINRA/SIPC. Osaic Wealth, Inc.

Independent Fee Based Wealth Management and Financial Planning

Securities and investment advisory services offered through Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. For full disclosures please see our website at https://www.iws.one/social

Social Security benefits are increasing by 3.6% in 2027, which means approximately $75 more per month for the average re...
10/26/2026

Social Security benefits are increasing by 3.6% in 2027, which means approximately $75 more per month for the average retiree.

While any increase is welcome, will it be enough to keep up with the rising cost of living?

For those who have spent years saving and preparing for retirement, Social Security is just one piece of a much bigger picture.

In our latest blog post, we discuss why having a retirement income plan that considers Social Security, investments, taxes, and inflation is so important.

Read the full article here: https://www.iws.one/blog

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
10/26/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Fallen trees damage property and strain neighborly relations.  Who pays when your tree falls?
10/23/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
10/21/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Someday, someone is going to have to deal with all your stuff. Have you thought about who that might be?After spending t...
10/19/2026

Someday, someone is going to have to deal with all your stuff. Have you thought about who that might be?
After spending two weeks in a small beach condo with almost none of my belongings, I came home wondering: How much stuff do we really need?
That simple realization inspired Episode 16 of the Knoxville Financial Q&A Show.
Brian and I had a surprisingly lighthearted conversation about the things we accumulate over our lifetimes, the responsibilities we may unintentionally leave our families, and some simple steps we can take to make things easier for them.
And believe me, we spent plenty of time laughing at ourselves. Apparently, I have some expensive suits in my closet that haven't seen daylight in ten years! 😂
We also discuss organizing important financial and estate documents and share some Knoxville-area resources that may help families who are already facing this challenge.
We're not suggesting you get rid of everything you love. We're simply encouraging you to think about who may have to deal with it someday.
Watch Episode 16: Don't Leave Your Family With a House Full of Problems
https://www.wealthyknox.com

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
10/19/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

Terrible or wonderful; Could a variable annuity be right for you?
10/16/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
10/14/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Congress has passed the Claiming Age Clarity Act, changing how Social Security claiming ages are described. What does it...
10/12/2026

Congress has passed the Claiming Age Clarity Act, changing how Social Security claiming ages are described. What does it mean for your retirement benefits, and could clearer terminology help you make a more informed decision?

What does the Claiming Age Clarity Act mean for Social Security? Learn what the new terminology means for your benefits and retirement planning decisions.

10/12/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Address

9724 Kingston Pike Ste 1402
Knoxville, TN
37922

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+18653427766

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