Intrua Financial Resources
February Newsletter: Lent and Finances
Learn what Lent is and how a 40-day reset can improve discipline and long-term financial flourishing, even if you’re not religious.
February Newsletter: File Taxes Now or Wait?
For investors, filing fast isn’t always filing smart. Here’s how timing your return can make a real difference.
February Newsletter: Honoring Black History Month
Learn why economic empowerment and diversity matter to long-term investors, and how inclusive growth can influence performance, resilience, and risk.
January Newsletter: Mentoring Matters
This National Mentoring Month, learn how financial advisors serve as mentors by supporting your journey with confidence.
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, the rules for charitable giving will change dramatically starting in 2026.
October Newsletter: Cybersecurity Awareness
National Cyber Awareness Month is the perfect reminder to recognize the red flags before a cyber scare becomes a financial nightmare.
January 2026 Investment Commentary