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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...

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...
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