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“Trump Accounts” May Not Be What They Seem (Before You Open One, Read This)
Every time a new financial account or piece of legislation hits the news, the headlines are...
Top Tips to Keep Your Financial New Year’s Resolutions
Top Tips to Keep Your Financial New Year’s Resolutions If you are like me, it is easy to set a...
20 Essential Year-End Tax Tips: Intelligent Investing’s Guide for Smart Tax Planning
As the year draws to a close, it’s an ideal time to review your financial situation and make...
How to Prepare for a Successful Business Exit with Mike Meilinger
In this episode of Intelligent Money Minute, Hans Blake, CFA, CPA, sits down with Mike Meilinger...
Is a 50-Year Mortgage an Affordability Solution, or a Financial Trap?
The housing market is facing a legitimate affordability crisis. With high interest rates and...
Turning Your Business into an Asset with Mat Hultquist
In this episode of Intelligent Money Minute, Hans Blake, CFA, CPA, continues his conversation with...
Building a Legacy Through Adaptation with Scott Groves
When the energy crisis hit the United States in the late 1970s, few could have predicted that it...
How to Build Financial Freedom Beyond Your Business with Mike Meilinger
In this episode of Intelligent Money Minute, Hans Blake, CFA, CPA, sits down with Mike Meilinger...
From Big 8 to Building His Own Firm with Mat Hultquist
In this episode of Intelligent Money Minute, Hans Blake, CFA, CPA, interviews Mat Hultquist, CPA...
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...
