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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Retiring in the Next 12 Months? Answer These 3 Questions
The final decisions you make on spending, Social Security and investments can make the difference between a successful retirement and one filled with regret.
By Jeremy Keil, CFP®, CFA®, CKA®
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A Market Crash Isn't Your Biggest Retirement Risk — This Is
Retirees are conditioned to think that market risk is the main threat to their future, but here's the real danger — and how to bring it under control.
By Kara Stewart
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4 Smart Ways to Use Your Tax Return for Financial Planning
Don't just file your tax return and forget about it. Reviewing it will reveal how financial decisions have played out, and how to make better ones in future.
By Michael Pappis, CFP®
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The Simple Legal Document Parents Need to Protect Their Kids
When parents are absent, caregivers may not be able to make emergency decisions for a child without a Delegation of Parental Authority. Here's how to set it up.
By Patrick M. Simasko, J.D.
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Family Tax Planning is Experiencing a Rare Moment — Seize It
The tax landscape has stabilized, giving wealthy families an opportunity to move away from reactive decision-making and redirect their attention toward planning.
By Mark R. Parthemer, JD, AEP, ACTEC Fellow
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Death or Divorce: How Women Can Prepare For Possibilities
The end of a relationship is a grim prospect, but it'll be easier to deal with if you have an open conversation about finances now to establish future security.
By Anne J. McPhail, CFP®
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10 Financial To-Do's for Spring
Spring is a great time to check in to ensure everything is in good order. Completing these 10 tasks might seem like a lot of work, but the payoffs are worth it.
By David Jaeger, CFP®
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Markets Will Always Be Volatile: Retirement Doesn't Have to Be
Instead of worrying about the markets and running out of money in retirement, you might consider buying an annuity that guarantees you a lifetime income.
By David Chavern
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How Financial Advisers Can Really Help Families in a Crisis
In the middle of a crisis, financial advisers who help families slow down, clarify roles and communicate effectively can deliver their greatest value.
By David Conti, CPRC
