Intelligent Money Minute

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 who is a Senior Vice President of Research and Industry Information at Nareit in Washington D.C. Stay tuned as we will post many podcasts related […] 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 not they are prepared for retirement. We have sophisticated tools and technology at our fingertips, but wanted to share the simplicity of having a retirement […] 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 a revocable and irrevocable trust on our latest podcast. Consider joining us at our next First Friday Networking at Noon event (FFN@N) to hear Chad […] 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 prior blog and podcast on how the probate process works.   You may have heard about the horrors of the court proceedings after death, but […] 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 speak at our First Friday Networking at Noon event.  ​Intelligent Investing does not provide any tax, legal, or accounting advice. Any  material in the email […] 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 amounted to 4.6% the biggest decline since August 2011, during the European debt crisis. But it was nowhere close to the destruction on Black Monday in […] 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 ABLE plan without federal tax consequences. This ability to transfer funds will expire at the end of 2025 unless a future Congress acts to extend […] 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 and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial […] The post How the Tax Cuts and Jobs Act Affects 529 Plans appeared first on Intelligent Investing.