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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2026-27 FAFSA Changes: What Families Need to KnowA simpler form, a real break for families who own a business or a farm, and a new hard cutoff for the Pell Grant. The 2026-27 FAFSA both gives and takes.
By Sravani Atluri
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Why NAPFA is the Place to Start Looking for Financial AdviceThe National Association of Personal Financial Advisors (NAPFA) was set up to help consumers find unbiased financial advice. Today, it's more needed than ever.
By David Bromelkamp
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What a Delaware Statutory Trust Can Do That Your Will Can'tDelaware Statutory Trusts (DSTs) can keep capital gains taxes at bay when your children inherit your property. But you need to handle them smartly.
By Daniel Goodwin
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Your Retirement Plan Can't Just Be About Numbers: Here's WhyDoes your retirement plan account for increasing healthcare costs and longevity? It's time to stop focusing on market returns and take a more complete approach.
By Jared Nepa
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This Is Why Investing Feels Easier — and Harder — Than EverWhile apps make investing easier, the risks of emotional trading and hidden costs are higher. Greater transparency from brokerages would help.
By James Martielli, CFA®, CAIA®
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The Retirement Tax Assumption That Could Cost YouIncome from multiple sources such as pretax accounts and Social Security can result in a tax bill that might surprise you … and not in a good way.
By John Jones, ChFC®, EA, BCP®
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Loyalty Points vs Empathy: A Widow’s StoryA widow was blocked from using her late husband's loyalty points. This is what businesses can learn about compassionate customer service from her story.
By H. Dennis Beaver, Esq.
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Why Dividend Growth Wins for Post-Liquidity Business OwnersAfter selling a business, former owners can struggle with relying on income from a traditional portfolio. Dividend growth strategies may be a much better fit.
By Nicholas W. Puncer, CFA®, CFP®
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4 Ways to Navigate the Pressures of a 30-Year RetirementBy focusing on a "preservation mindset" that balances reliable income, smart tax planning and market protection, you can build a financial strategy to help your money last as long as you do.
By Larry Martin, CFP®, ChFC®, RICP®
