If you are currently in the market or have temporarily moved to the sidelines, now is a great time to learn about Intrepid's investment strategy for the current market environment.
What is most important to us is the financial security of you and your family.
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Intrepid Financial, LLC
3021 East 98th Street, Suite 115
Indianapolis, IN 46280
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Can you keep up with your children’s mobile slang?
A quick look at how federal income taxes work.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A special needs trust helps care for a special needs child when you’re gone.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are a few things to consider when buying or leasing your next vehicle.
The market is as unpredictable as the weather. We’d love to help you prepare.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.