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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
An Arm and a Leg
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
An increasing number have been developed to help individuals with their personal finances.
Understanding the value of a home warranty.
Calculating your potential Social Security benefit is a three-step process.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Around the country, attitudes about retirement are shifting.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are three things to consider before dipping into retirement savings to pay for college.