Blog

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...

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...

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...

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!

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!

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!

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...

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.

Learn how to calculate debt-to-income ratio with IntentGen and why it’s important to know your debt-to-income ratio.

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 next

Tips for saving for retirement and tools for investing in order to set yourself up for retirement in the Naperville area.

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...

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...

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, coll

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.

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.

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.

If you're starting your research with basic life insurance, there are two options to choose from: term and permanent.

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...

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.

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.

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.