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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
For some, the social impact of investing is just as important as the return, perhaps more important.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
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
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Making the most of surprises is a great reason to work with us.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How do the markets usually react to elections? Was the 2016 election any different?
Why are 401(k) plans, annuities, and IRAs so popular?
Here’s a crash course on saving for college.