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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Living Benefits: Life Insurance You Don't Have to Die to UseMillions of Americans have no protection for unexpected health costs in retirement. The answer isn't health insurance.
By Mehran Assadi
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How to Build a Financial Plan Around a Variable IncomeManaging variable income is much less stressful when you build your budget around your lowest typical earnings, and use automated systems for savings and taxes.
By Anthony Martin
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How the Stock Market Performed in the Second Quarter of 2026Q2 2026 was defined by a disconnect between soaring market valuations and underlying economic realities. Speculative fervor is making the landscape casinolike.
By Prem Patel, MBA, IAR
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Timing Social Security When You Have a Pension and $1 MillionIf you have a pension and $1 million-plus saved, deciding when to take Social Security is about optimizing your taxes, legacy planning and long-term income.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Why (and How) Real Estate Investors Can Defer Taxes ForeverReal estate investors can use 1031 exchanges and depreciation to defer taxes over a lifetime, before passing assets to heirs tax-free. Here's how it works.
By Alan Stalcup
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Are Trump Accounts the Right Fit for Your Family?Trump Accounts have pros and cons, but having one could be a good way to educate your child about finances while also providing a financial safety net.
By Randy E. Porzel, CFP®, RICP®
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Red Flags to Look for at Assisted Living FacilitiesWhen considering an assisted living facility for your loved one, look for these red flags before signing a contract. Cost-cutting can have a disastrous impact.
By H. Dennis Beaver, Esq.
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Why 'Exclusive Opportunities' Can Be Bad Financial MovesPrivate credit funds, real estate deals, hedge funds and venture capital allocations aren't available to everyone, but can also carry extra costs and risks.
By Kevin Caldwell
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How Philanthropy Can Ensure AI Serves People, Not ProfitsPhilanthropists can help ensure AI prioritizes the greater good by funding research, strengthening nonprofit infrastructure and teaming up with other donors.
By Julia Chu
