How to Preserve Wealth
How to Preserve WealthPreparing your family financially for when you're gone can seem overwhelming, but it doesn't have to be. The purpose of estate planning is to preserve your wealth, the assets you've spent your life creating and...Read More
What Does An Estate Planning Attorney Do?
Are you planning for the future and want your loved ones to know how your assets and affairs should be managed? Hiring an estate planning lawyer helps prepare for your family's future. If you're asking yourself, "what is an estate...Read More
Starting Healthcare Conversations
Managing your money is just one part of aging well—and we here at IntentGen Financial Partners know that well-being can only be defined holistically.Read More
What Does Required Minimum Distribution Mean?
What Does Required Minimum Distribution Mean?When you reach retirement age, you’ll need to start making withdrawals from your retirement account—and that’s true even if you plan to retire later on. This minimum...Read More
Tax Now, Tax Later, Tax Never
Tax Now, Tax Later, Tax NeverTax season is coming up, and we are sure you have questions. Wondering if you have to pay taxes on savings accounts? Do I have to pay taxes on my checking account? When is a ROTH IRA taxed? How are...Read More
What Happens If You Contribute Too Much To Your Roth IRA?
What Happens If You Contribute Too Much To Your Roth IRA?A Roth IRA is a great way to build funds for your future retirement, and it’s a popular option with investors. But, did you know that overcontributing to your account can...Read More
What Is a Required Minimum Distribution?
What Is a Required Minimum Distribution?When you save up for retirement, you spend decades contributing to building a financially secure future. But when you turn 72, it’s time to start thinking about systematic withdrawals as...Read More
Why A Financial Planner Is Important
Why A Financial Planner Is Important Whether you have a specific goal in mind or you need help shaping your finances in general, a financial planner can give you greater confidence moving into the future. So, what is a financial...Read More
Should You Take Social Security at 62?
Should you take Social Security at 62 or wait a few extra years? Find out with the Medicare and Social Security retirement advisors at IntentGen!Read More
How to Start Planning for Retirement in Your 30s
What’s your strategy for saving for retirement in your 30s? Find out the smartest long-term saving solutions that will take you into the future with ease!Read More
Should I Have Life Insurance in my 20s?
Is life insurance worth it in my 20s? Find out the compelling reasons that investing in life insurance in your 20s is well worth your consideration!Read More
Why a Beneficiary Matters
Whether you’re purchasing life insurance, setting up an investment fund, or making adjustments to your retirement account, deciding where your money will go after your death is an important part of the...Read More
IRS Tax Brackets
People who earn more fall into higher IRS tax brackets, and therefore pay a larger percentage of what they earn. However, they might not have to pay as much as their IRS tax bracket seemingly suggests.Read More
What is Debt-to-Income Ratio?
Learn how to calculate debt-to-income ratio with IntentGen and why it’s important to know your debt-to-income ratio.Read More
How to Improve Credit Score
Explore tips for improving credit score with the help of IntentGen, and get your score up before your next big purchase in Naperville.Explore tips for improving credit score with the help of IntentGen, and get your score up before your nextRead More
How to Plan for Retirement in My 40s
Tips for saving for retirement and tools for investing in order to set yourself up for retirement in the Naperville area.Read More
Should I Do My Own Taxes or Pay Someone?
When tax season rolls around, many customers can't help but wonder, should a professional do my taxes or should I do my own taxes? The tax experts at IntentGen are proud to serve as your guide to doing your taxes and other financial...Read More
What is a Stretch IRA?
You’ve probably heard of 401(k) and Roth IRA accounts, but what is a Stretch IRA? The Stretch IRA definition was “an estate planning strategy that applied to an individual retirement account (IRA) inherited by a non-spouse...Read More
How Much Life Insurance Do I Need?
Many people often wonder how much life insurance is needed, down to the penny, but there's a way to estimate how much you'd need. In general, you should add up your long-term financial obligation, which would be your mortgage payments, collRead More
Should I Have Life Insurance at 30?
Naperville customers often wonder, "do I need life insurance when I am 30?" This is a common question as those in their 30s are looking for ways to prepare for their futures.Read More
Tax Rules When Selling Your Home
Selling a home is an exciting yet stressful time for many Naperville area residents. At IntentGen, we provide online resources and tax articles that help make things more efficient and hassle-free.Read More
How to Estimate Estate Value
A variety of factors go into determining the real value of an estate. Naperville locals trying to sell an estate are going to have to deal with the fact that the real value can change over time.Read More
Term vs. Permanent Life Insurance: What's the Difference?
If you're starting your research with basic life insurance, there are two options to choose from: term and permanent.Read More
How to Set up a Special Needs Trust
If you're looking for financial tips and information like what is a special needs trust and how to set it up, we have your guide below! A special needs trust, or a supplemental needs trust, is an estate planning tool for people with...Read More
Employer-Sponsored Retirement Plan
The employer-sponsored retirement plan is a benefit plan companies offer at an affordable price. These plans include HSA and 401(k) and cover a variety of services like healthcare and retirement savings.Read More
Value vs. Growth Investing
IntentGen Financial Partners is proud to serve as your go-to destination for your investing and financing needs. What is value investing and what is growth investing? Learn the definitions of both and how these compare.Read More
What is a Qualified Retirement Plan?
Planning for retirement is critical to your future and should be carried out with significant thought and consideration. A qualified retirement plan is a great way for employers to help their employees thrive, and set them up for success.Read More