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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Are You Winging Your Retirement Plan? Tips to Help With That
If you have no strategy tying together your accounts or haven't modeled scenarios to make sure your savings will last, then your plan is probably inefficient.
By Dylan Warfield
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Divide and Conquer: Your Annual Financial Plan Made Easy
Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of year. It could be life-changing.
By Mary Ware, CFP®, CIMA®, CDFA®
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High-Income, Low Confidence? This 5-Point Plan Can Fix That
High earners can still feel they're on shaky ground financially. Rebuild your confidence with a plan that understands your present and protects your future.
By Dr. Preston D. Cherry, CFP®, Ph.D.
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Your Post-Accident Survival Guide, From an Insurance Expert
After a car accident, stay calm and document everything to preserve the facts. Remember: You don't have to solve the problem — that's why you have insurance.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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3 Investment Lessons From 2025 to Guide You Through 2026
Investors can use the past 12 months to guide their strategy for 2026 — and 2025 was living proof that time in the market can pay off.
By George Pikounis, Certified Estate Planner (CEP®)
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Social Security: Are You and Your Financial Adviser in Sync?
Deciding when to claim Social Security is tricky if you and your adviser haven't thoroughly covered the topic. Here's how to ensure you're on the right track.
By Myles J. McHale, Jr. AIF®, CRPP®
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How to Find the Best International Moving Company
It's best to use an international moving company to protect your belongings and budget when relocating to another country. Here's how to find a reputable firm.
By Alastair Johnson
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For HNW Retirees, Tax and Estate Planning Are the Main Events
Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management. This financial adviser explains.
By Evan T. Beach, CFP®, AWMA®
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This Diversification Tool Adds Resilience to Your Portfolio
Municipal bonds can provide a steady income and stability that's separate from federal shifts and global economic headwinds.
By Paul Malloy
