Information that is good to know

We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.

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Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity
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AI guardrails for business owners

A short checklist for using generative AI at work

Business Ownership
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The strategic side of debt

Why debt reduction should support – not define – your wealth strategy

Markets & Investing
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Could private equity strengthen your retirement plan?

New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.

Retirement & Longevity
Retiring to a different state
A retiree's checklist before moving to another state
Retirement & Longevity
Protecting your business with insurance

A review of business liability insurance options

Business Ownership
July review: Markets navigate US-Iran tensions, sector rotation and policy uncertainty
8/3/2026
July was an eventful month with US-Iran tensions, rising energy prices and changing expectations for rate cuts.
Markets & Investing

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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