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
(317) 818-1776
intrepid@intrepidfinancial.com
Helpful Content
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Rightsizing for Retirement
What does your home really cost?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.