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Articles

Couple walking in a field with the ocean in the background
Roger Baloucoune | Nov 6, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Couple walking in a field with the ocean in the background
Roger Baloucoune | Nov 6, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Business page of a newspaper
Roger Baloucoune | Oct 6, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Person writing a list in a notebook
Roger Baloucoune | Sep 6, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Woman with graduation cap looking at the sky
Roger Baloucoune | Aug 8, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Man sitting on bench in park
Roger Baloucoune | Aug 6, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Woman with graduation cap looking at the sky
Roger Baloucoune | Aug 3, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Two people at work high fiving at a desk
Roger Baloucoune | Jul 6, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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A man sitting on a bench watching a plane take off
Roger Baloucoune | Jun 6, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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A calculator and a pen on top of a graph
Roger Baloucoune | May 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Toddler standing at the bottom of a stone staircase
Roger Baloucoune | Apr 6, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Ten key accounting calculator on a soft yellow desk
Roger Baloucoune | Mar 6, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Office

6600 Peachtree Dunwoody Road,
Embassy Row 600
Suite 575
Atlanta GA 30328

Contact Info

P: 973-224-7771
F: 678-556-9215
E: roger@intelliplanadvisors-asn.com

Get in Touch

IntelliPlan Advisors is a member of Advisory Services Network, LLC ("ASN"), an investment adviser registered with the United States Securities and Exchange Commission. Registration of an investment adviser does not imply any level of skill or training.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

Advisory services offered through IntelliPlan Advisors, a Member of Advisory Services Network, LLC. Tax services offered through IntelliPlan Corporation. Advisory Services Network, LLC and IntelliPlan Corporation are not affiliated. 

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