Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
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How You Can Avoid a Common Retirement MistakeThis plan can help you shift from tax diversification in early retirement to risk management, income creation and intentional legacy planning later in life.
By Leslie Verkuilen, Investment Adviser Representative
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Investors' Top 10 Frustrations With Financial ProfessionalsThe hidden costs, conflicts of interest and generalized advice that leave investors dissatisfied, and how to find a financial professional you truly trust.
By David Bromelkamp
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Why 'Business as Usual' Financial Advice Isn't Enough Right NowWe're used to hearing "stay invested" when the economy falters. But in an increasingly chaotic world, "focus on what you can control" may be more helpful.
By Max Kulyk, CRPC®, CSRIC™
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Want to Lower Your Medical Bills? These Strategies Will HelpYour odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do your research before the negotiation.
By David Abraham
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A Case for Staying Independent as an RIA on Your TermsPrivate equity firms promise capital, tech and talent, but do those resources come with strings that could change how you serve your clients and run your firm?
By Shannon Larson
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How Google AI Tools Can Give Financial Advisers the EdgeIf your advisory firm uses Google Workspace, you're in a good position to adopt its AI tools to boost productivity and cut costs, with some key provisos.
By John O'Connell, MBA
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How to Give Your Kids Cash Gifts Without the IRS PaperworkMost people can gift large sums without paying tax or filing a return, especially by structuring gifts across two tax years or splitting gifts with a spouse.
By Jeremy Keil, CFP®, CFA®, CKA®
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Should You Relocate to a New State for Retirement? A ChecklistThe decision to move to a different state should balance financial issues with the lifestyle you want, rather than simply choosing a low-income-tax state.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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These 4 Spending Mistakes Can Derail Your Retirement PlanMany plans focus on how much has been saved, but it's how much you spend that ultimately determines whether your plan works.
By Michael Pappis, CFP®
