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Self-Inflicted Financial Stress: How to Find Relief

At Intelligent Investing, one of our core goals is to minimize financial stress and help maximize...

Understanding 529 Education Savings Plans

A 529 plan is a state-sponsored, tax-advantaged savings plan designed to help families save for...

Poor Charlie’s Almanack: Life Lessons from Charlie Munger

I love reading about fellow investors and immersing myself in their biographies. For my birthday...

How a Game of Solitaire Help Solve the Retirement Puzzle

With a staggering number of people approaching retirement, the pressure to know you are truly...

Navigating Required Minimum Distributions (RMDs): Why You Shouldn’t Go It Alone

Retirement planning doesn’t end when you stop working—it evolves. One of the most crucial yet often...

Don’t Leave Your 401k Behind

When I was in college, we had daily chapel services. On rainy mornings, I’d dutifully bring my...

The Rule of 55: A Smart Strategy, or an Intelligent Mistake?

Did you know that 60% of retirement savers feel overwhelmed by their 401(k) plan information and...

Top Things Seniors Should Know about the One Big Beautiful Bill Act

The financial world is always in motion, with new legislation and changing tax codes. For those...

Bobby Bonilla Day: What Baseball’s Most Unusual Paycheck Can Teach Us

Every year on July 1st, financial media and baseball fans alike celebrate a quirky tradition known...

Navigating The “One Big Beautiful Bill Act”

As part of our commitment to keeping clients informed and prepared, we’ve reviewed the proposed...

Managing Your 401K With Confidence

  Did you know that 60% of retirement savers feel overwhelmed by their 401(k) plan information...

Nvidia’s $590B Wake-Up Call & the Case for Diversification

  Headlines exploded after Chinese AI startup DeepSeek made waves with its latest...
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