Information that is good to know

We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.

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Double the inheritance, double the planning
Women may be in for double the planning when it comes to managing windfalls.
Family & Lifestyle
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3 ideas for when the IRS owes you
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Tax Planning
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How 10 minutes on LinkedIn per day can boost your business
A few well-spent minutes can help you connect with new clients.
Business Ownership
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Keeping data collectors at bay
Nowadays, our actions are tracked, digitized, commoditized and analyzed by the ever-present and arguably useful technology that has shaped the past three decades.
Technology & Innovation
7 tips for financially and emotionally navigating a divorce
Find practical solutions to help you navigate your divorce before, during and after you file.
Family & Lifestyle

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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