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Intentional Wealth Advisors, LLC

integrity and intelligence with purpose

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

 

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What Is a Stretch IRA?

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Countdown to College

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To choose a plan, it’s important to ask yourself four key questions.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Three Key Questions to Answer Before Taking Social Security

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

A Look at Systematic Withdrawals

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Protecting Those Who Matter Most

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

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

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

When Special Care Is Needed: The Special Needs Trust

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

The Facts About Income Tax

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

Extended Care: A Patchwork of Possibilities

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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