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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Your credit score may influence how much you pay for auto and home insurance.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
For many, retirement includes contributing their time and talents to an organization in need.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?