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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What Really Happens in the First 30 Days After Someone Dies
The administrative requirements following a death move quickly. This is how to ensure your loved ones won't be plunged into chaos during a time of distress.
By Howard A. Enders
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AI-Powered Investing in 2026: How Algorithms Will Shape Your Portfolio
AI is becoming a standard investing tool, as it helps cut through the noise, personalize portfolios and manage risk. That said, human oversight remains essential. Here's how it all works.
By David Abraham
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How a Tax-Aware Long-Short Strategy Solved This Couple's $50,000 Capital Gains Problem
Large unrealized capital gains can create a serious tax headache for retirees with a successful portfolio. A tax-aware long-short strategy can help.
By Pam Krueger
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5 Retirement Myths to Drop (and How to Plan for the Reality)
Separating facts from fiction is an important first step toward building a retirement plan that's grounded in reality and not based on incorrect assumptions.
By Robby J. Graham, CFP®, CPA
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Silence Is Golden, But It Can Hurt Heirs More Than You Think
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
By Julie Virta, CFP®, CFA, CTFA
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Will Your Children's Inheritance Set Them Free or Tie Them Up?
An inheritance can mean extraordinary freedom for your loved ones, but could also cause more harm than good. How can you ensure your family gets it right?
By Erin Wood, CFP®, CRPC®, FBS®
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The Key to Enjoying Retirement With Confidence
A resilient retirement plan is a flexible framework that addresses income, health care, taxes and investments. And that means you should review it regularly.
By Chris Wootton, ChFC®
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Rigid Money Rules Don't Help When Life Throws You Curveballs
Some rules are too rigid for real life. A values-based philosophy is a more flexible approach that helps you retain confidence — whatever life throws at you.
By Marcia Dawood
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Your 'Buy and Hold' Retirement Strategy Needs an Update Now
Once you're retired, your focus should shift from maximum growth to strategic preservation and purposeful planning to help safeguard your wealth.
By Steven Kao, MBA, CAIA
