Now What?
This is a time of year when we to celebrate our high school and college graduates. It is an exciting, sometimes thrilling time for our young people as they step out on the edge of the nest, test their wings and leap into their future. And that is almost exactly how...
When the Proud are Humbled
In our last quarterly newsletter for our clients, the theme was “Healthy Living”, and my contribution was all of the things we can do to help our immune system, in addition to the preventive measures we can take to avoid contracting Covid. Within 24-48 hours of that...
The First Meeting
Meeting with a financial advisor for the first time can feel intimidating. In this video Brian gives you an idea of what you can expect during a first meeting with Intentional Wealth Advisors....
What do YOU want?
All I want is a new paddle for my stand-up paddle board and a new bike. Is that too much to ask for? Apparently, it is. Last summer, a friend loaned me his very nice carbon fiber paddle to try out while I was paddling on my board. Previously, I would have told you...
Market Volatility
Market volatility is scary. We get it. The last thing you want to do is lose a large portion of your nest-egg when you're in the retirement red-zone. In this video I'll share with you 5 tips for...
Conversations: An Interview with Brian Ursu
Jon Sluis, President of InTrust CPA firm, interviews Brian Ursu regarding his book and his business practice.
Spark Joy
What brings you joy? We have all had a long time to ponder this question in the last year and I think it is one that is worthy of our collective pondering. I’m not necessarily talking about what you missed the most in this last year, which is a great question and...
Why Video?
It is no secret that 2020 has shaken the foundational nature of how businesses operate. Change has become a staple in not just our line of work but in everyday life. This year we want to change that narrative by offering a new way to connect and communicate: video....
How to Make a Wealth Transfer Plan
Baby boomers are already in the throes of the most significant wealth transfer in history. Over the next 25 years, they are expected to leave $68 trillion in wealth to their heirs. But you don't need to be older to need a wealth transfer plan, nor do you need a large...
Freedom in a Basket
Recently, I came into the possession of my very first family heirloom. Long story short, my mom needed to move to a new location and as a consequence she reluctantly had to offload a few more items for us to store. Since we are packrats and seem to be unable to...
RSS Feed