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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Guard against email hacks and other dangerous scams
Christa Far, Raymond James director of anti-money laundering and financial crimes management, review tips for sidstepping common scams.
Technology & Innovation
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Wills, trusts, POAs and directives: What’s the difference?
Explore the various types of estate planning documents and how they factor into your financial plan.
Estate & Giving
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Will ChatGPT (and the AI behind it) revolutionize our lives?
Powered by generative artificial intelligence, ChatGPT has become the fastest consumer application in history to reach 100 million users. What's behind its meteoric rise?
Technology & Innovation
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Individuals with disabilities face added planning challenges
These investors often face additional planning considerations around aid eligibility, benefits coordination, income replacement and coverage of disability-related expenses.
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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