Intrua Financial Resources
January Newsletter: New Year’s Resolutions
Learn why resolutions matter and how to turn good intentions into a financial plan that lasts beyond January.
December Newsletter: Business Succession Planning
A practical guide for business owners navigating leadership transitions, family dynamics, and long-term financial security.
December Newsletter: Trump Accounts and What You Should Know
Here’s how Trump accounts work and how they could factor into your family’s financial picture.
December Newsletter: The Fed Cuts Rates Again
The Federal Reserve has cut interest rates for the third meeting in a row.
November Newsletter: Planning for Healthcare in Retirement
Healthcare is one of the most underestimated expenses in retirement, and it’s only getting steeper.
November Newsletter: The OBBBA and Charitable Giving
Thanks to the One Big Beautiful Bill Act (OBBBA), the rules for charitable giving will change dramatically starting in 2026.
October Newsletter: Cybersecurity Awareness
National Cyber Awareness Month is the perfect reminder to shore up your defenses and recognize the red flags before a cyber scare becomes a financial…
October Newsletter: Government Shutdown
The U.S. government officially entered a shutdown as of October 1. Learn what this means for the economy, interest rates, and your portfolio.
September Newsletter: Fed’s Rate Cut
After nine months on hold, the Federal Reserve delivered its first interest rate reduction of 2025.
August Newsletter: 529 Plans and Opportunities
As families scramble to wrap up their back-to-school shopping, one item that rarely makes it onto the supply list is a 529 plan.
July Newsletter: What It Means to be Financially Independent
At its core, financial independence means having the freedom to live life on your terms without financial worry.
October 2025 Investment Commentary