Welcome to Intentional Wealth Advisors.
If you’re like most people, you simply want a good night’s sleep. That comes from knowing your investments are still at work, gathering to shore up your life goals. Perhaps you’re working toward a comfortable retirement, or wanting to care for your elderly parents, or supporting your children through college…or all three at once. Perhaps you're already retired and want to make sure your savings will sustain your new lifestyle.
Whatever your situation, at Intentional Wealth Advisors you’ll find the intelligent, thoughtful and personal advice you need to build financial confidence and actively pursue your long-term financial goals. Our advisors begin by first getting to know you and helping you to clarify your priorities, current financial situation and even your worries. The two of you work together to craft a financial plan that addresses your goals and tolerance for risk. Then our small but award-winning team is set into motion for you, our client....Sleep tight.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A change in your mindset during retirement may drive changes to your portfolio.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There’s an alarming difference between perception and reality for current and future retirees.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?