Why Financial Planning Should Be a Right, Not a Privilege

Why Financial Planning Should Be the Next Big Employee Benefit

we believe financial wellness should be a right—not a privilege. That’s why we built intellisteps: to ensure that every employee has access

Moving the dial of the American worker's retirement readiness.

By Brad Arends, Co-Founder + CEO of intellicents Over the past several decades Retirement Plan Advisors (RPAs) have done a commendable...

On December 23, 2022 the SECURE 2.0 Act was passed by both the House of Representatives and the U.S. Senate. Read all about it here.

Do you ever wonder where your money goes each month? Does it seem like you’re never able to get ahead?

Are you ready for the convergence of retirement, health, and wealth in the workplace employee benefits space?

Missing just a few days of the market’s best days can significantly hurt investment returns.

Many are tempted to stop their contributions when the road gets rough, but this can actually turn out to be the best time to invest.

If you are currently invested in the stock market, you’re likely seeing your retirement account down more than 20%…

Your advisor’s job is to help you define your dreams, develop a roadmap to get there, weatherproof your investment portfolio...

What the “Corona Crash” has taught us all, is those who have a plan don’t just dream, they make it happen by being better prepared...

What’s it take to be a good fisherman? ... patience!

The last 20 years have been breathtaking for investors, producing extreme highs and lows for both performance and emotions.

Let’s look at someone who elects to have a moderate portfolio approach and their rebalancing journey.

Many investors worry about whether “it’s a good time” to be taking an investment trip, often resulting in sitting in the garage for months -

Now, more than ever, news can cause investors to make emotional decisions.

It’s all about choosing the asset allocation that fits your taste for risk and return expectations.

Despite periods of short-term decline, the market’s recovery over the long term has tended to reward those who remain invested.