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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Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Family & Lifestyle
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Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Retirement & Longevity
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10 common scams and how to avoid them
Familiarize yourself with these common swindles, often targeting retirees.
Technology & Innovation
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The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Identify the connection between net worth and risk tolerance
Understanding your risk profile is an important component of managing significant wealth.
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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