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Topic We had a record number of attendees for this month's First Friday Networking at Noon event. We covered topics such as how to avoid probate, and how the new tax reform affects estate planning. If you haven't read or listened to our prior blogs/podcasts, consider these links: Differences between a Revocable and Irrevocable Trust, […]
Topic This month's First Friday Networking at Noon event was a condensed version of our Professionals' Retirement Exit Plan (or PREP Talk) we give to the community. Professionals’ Retirement Exit Plan (or PREP Talk) is geared towards professionals in their 50s or 60s who want to have a gameplan as they head towards the retirement […]
Topic At this month's FFN@N, we learned from Mike Carter, one of 91 professionally certified golf instructors associated with The Plane Truth golf instruction. Jim Hardy, world top 10 teacher and Chris O'Connell, Matt Kuchar's instructor, are the driving force behind The Plane Truth golf instruction. Mike's instruction is based on the paradigm that the golf swing is either one plane or two […]
Hans has been asked to come give an 8 week course on Misbehaving 101: How to misbehave with your finances. He will share his years of knowledge on investor psychology and how to improve investor behavior to improve investment performance. Behavioral Finance is one of the three financial pillars that Intelligent Investing was founded on. […]
On June 1, 2018, Intelligent Investing hosted a lunch to celebrate our one year anniversary. Intelligent Investing invited Dr. Jeffrey Roach, a global economist, to provide some key insights and outlooks regarding the macroeconomic environment around the world. Jeff talked about the impact of the Fed raising rates, the threat of contagion spreading to other […]
Topic August's First Friday Networking at Noon event covered the topic of creative ways to charitably give. Bobby McDonald from the South Carolina Christian Foundation spoke about Donor Advised Funds (DAFs), pooling them into a foundation, and ways to creatively give throughout your lifetime. He talked about the concept of "proactively giving" and how we […]
Paying for college is a challenge for most families and often involves using money from a variety of sources – from financial aid to savings. Tuition and other school costs continue to rise at unprecedented rates. With many ways for financing a child's education, we know it can feel overwhelming to develop a plan. Whether it's paying for […]
Our October 5th First Friday Networking at Noon event featured Frank LeVett, founder of HealthCare Planners, who talked about healthcare planning before Medicare starts, as well as different Medicare options. What is Medicare? Medicare is the traditional fee-for-service program offered directly through the federal government for people 65 and older. It has deductibles, co-insurance and out […]
