Randy Richter, CFP, Intirety Wealth Management

Randy Richter, CFP, Intirety Wealth Management Intirety Financial is an investment planning firm focused on providing independence to their clients with Integrity.

To schedule an appointment, click this link: https://calendly.com/randy-richter Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over t...
03/13/2026

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—I'm happy to help.


🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?
03/11/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

Missed your first chance to sign up for Medicare during the initial enrollment period? The General Enrollment Period run...
03/09/2026

Missed your first chance to sign up for Medicare during the initial enrollment period? The General Enrollment Period runs each year from January 1 to March 31.

This window is for people who didn’t enroll when they were first eligible. If that’s you, now’s the time to take a closer look.

For full details on eligibility and enrollment, visit Medicare.gov.

🌞⏰ Spring forward, everyone! It's that time of year again—Daylight Saving Time is here! Don't forget to set your clocks ...
03/06/2026

🌞⏰ Spring forward, everyone! It's that time of year again—Daylight Saving Time is here! Don't forget to set your clocks forward by one hour tonight. Enjoy the extra daylight and make the most of the longer days ahead! 🌼🌅

You might be paying more in taxes than you need to—and not even realize it.From investment timing to account selection, ...
03/06/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

01/20/2023
Kick your new year off right with these 3 things that every senior citizen should have. CBS New has the story @ https://...
01/19/2023

Kick your new year off right with these 3 things that every senior citizen should have. CBS New has the story @ https://bit.ly/3vIi32U #2023

These items can offer medical assistance, security and financial stability, often at a reasonable cost.

While the Fed has agreed to slow interest rate hikes, they're asking for flexibility regarding future hikes as they keep...
01/18/2023

While the Fed has agreed to slow interest rate hikes, they're asking for flexibility regarding future hikes as they keep watch over the economy. Reuters has the story @ https://bit.ly/3jSHxrM

All officials at the Federal Reserve's Dec. 13-14 policy meeting agreed the U.S. central bank should slow the pace of its aggressive interest rate increases, allowing them to continue increasing the cost of credit to control inflation but in a gradual way meant to limit the risks to economic growth.

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