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Articles

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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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Roger Baloucoune | Jul 6, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Roger Baloucoune | Jun 6, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Mother and child working on a laptop together
Roger Baloucoune | Jun 1, 2022

Should You Prioritize Retirement Savings over College Savings?

College and retirement require serious savings. Is it possible to save for both?
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Elderly woman doing yoga in a park
Roger Baloucoune | May 6, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two people having a picnic by a lake
Roger Baloucoune | Mar 31, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Contact Info

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E: roger@intelliplanadvisors-asn.com

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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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