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Articles

Professionally dressed man and woman looking at a tablet
Roger Baloucoune | Feb 6, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Roger Baloucoune | Jan 6, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Roger Baloucoune | Dec 6, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Roger Baloucoune | Nov 6, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Grandmother and granddaughter knitting together
Roger Baloucoune | Oct 6, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Woman in a suit holding a piece of paper. She is in an office setting.
Roger Baloucoune | Sep 6, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Group of young professionals in a meeting. They are in a casual office setting
Roger Baloucoune | Aug 6, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Roger Baloucoune | Jul 6, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Roger Baloucoune | Jun 6, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Woman writing in a paper planner with a pen
Roger Baloucoune | May 6, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Roger Baloucoune | Apr 6, 2021

The Pros and Cons of Investing in a 529 Plan for College

One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Roger Baloucoune | Mar 26, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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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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