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Intentional Wealth Advisors, LLC

integrity and intelligence with purpose

RE: Retirement Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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.

Helpful Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

 

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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