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Articles

Man sitting on a park bench and working on a laptop
Roger Baloucoune | Feb 6, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Roger Baloucoune | Jan 6, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Hand holding a bill with a red "Past Due" stamp on it
Roger Baloucoune | Dec 6, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Roger Baloucoune | Nov 6, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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A row of houses along a canal
Roger Baloucoune | Nov 6, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Roger Baloucoune | Nov 4, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A black and white image of a couple laughing
Roger Baloucoune | Oct 6, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Hand holding a page with several charts on it
Roger Baloucoune | Sep 28, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Roger Baloucoune | Sep 6, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Roger Baloucoune | Aug 8, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Roger Baloucoune | Aug 6, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A teenager holding a yellow and blue longboard talking to her friend
Roger Baloucoune | Jul 19, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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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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