Episodes

What Does the Global Real Estate Market Look Like is our next podcast in our mini-series on real estate. In this podcast, we will learn from Dr. Brad Case, CFA […] The post What Does the Global Real Estate Market Look Like appeared first on Intelligent Investing.

We work predominantly with high net worth individuals, many of whom are approaching the “retirement runway.” A recurring theme comes up frequently in our conversations, and that is whether or […] The post 5 Principles to Know Before you START Retirement appeared first on Intelligent Investing.

Ever wonder what are the differences between a revocable trust and an irrevocable trust? Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about the differences between […] The post What are the Differences between a Revocable and Irrevocable Trust appeared first on Intelligent Investing.

Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about ways to avoid probate on our latest podcast. Be sure to also listen and read our […] The post 3 Ways to Avoid Probate appeared first on Intelligent Investing.

Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about how the probate process works on our latest podcast. In case you missed it, We heard Chad Groover […] The post How the Probate Process Works appeared first on Intelligent Investing.

Stocks went into free fall on Monday, February 5, 2018, and the Dow plunged almost 1,600 points easily the biggest point decline in history during a trading day. The drop […] The post 5 Things You Should Know about a Stock Market Correction (and a bonus) appeared first on Intelligent Investing.

Expansion of 529 plans to allow transfers to ABLE accounts The new tax legislation also allows 529 account owners to roll over (transfer) funds from a 529 plan to an […] The post How the Tax Cuts and Jobs Act Affects ABLE Accounts appeared first on Intelligent Investing.

How the Tax Cuts and Jobs Act Affects 529 Plans is a blog that should help you know what happened as a result of the passing of the Tax Cuts […] The post How the Tax Cuts and Jobs Act Affects 529 Plans appeared first on Intelligent Investing.