Intrua Financial Resources
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.
October 2025 Investment Commentary
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law, making permanent certain tax cuts originally enacted in 2017 that…
October Newsletter: Government Shutdown
The U.S. government officially entered a shutdown as of October 1. Learn what this means for your portfolio.
September Newsletter: Fed’s Rate Cut
After nine months on hold, the Federal Reserve delivered its first interest rate reduction of 2025.
January 2026 Investment Commentary