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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Inherited Annuity? How to Avoid a Tax Bomb as a Non-SpouseWhen inheriting an annuity, a beneficiary who isn't a spouse can face a big tax bill. Choosing annuitization or the "stretch" option lets you soften the blow.
By Ken Nuss
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5 Financial Mistakes That Are Sabotaging Your WealthBuilding long-term wealth isn't about finding the perfect investment. It's about avoiding common financial mistakes and focusing on consistent daily habits.
By Lindsay Martinez, CFP®
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Funding a Donor-Advised Fund With Stock: An Easy GuideYou can easily (more easily than you might think!) turn your appreciated stock into a family giving legacy — and bring your family closer at the same time.
By J. Whitfield Wilks, CFP®, JD/MBA
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How to Use ABLE Accounts for Back-to-School ExpensesManaging expenses effectively involves coordinating ABLE accounts, 529 plans and special needs trusts to support academic goals while protecting benefits.
By Mindy Neira, CFP®, ChSNC®
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How the Billable Hour Hurts Marriages: And How to Fix ItProfit-driven corporate environments can lead professionals to slowly abandon their ethical compass. Here's how a spouse might confront this moral drift.
By H. Dennis Beaver, Esq.
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A Strategic Future Care Planning Guide for Affluent FamiliesAre your assets accessible and structured to support health, mobility or cognitive issues? Waiting until care is needed can force decisions you might regret.
By Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
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How to Exit Real Estate Without a Huge Tax BillReal estate developers wanting to exit but facing a hefty tax bill can transition into a diversified portfolio of Delaware statutory trusts via a 1031 exchange.
By Dwight Kay
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5 Ways to Ensure Your Portfolio is Prepared for an AI BubbleAI could transform the economy, but not every stock will be a winner. Here's how to consider investing if you're worried about an AI bubble.
By Stephen B. Dunbar III, JD, CLU
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My Wife Was Laid Off at Age 64: 5 Questions We’re AskingEven people who work in financial services have questions when a layoff happens right before retirement. Here are five issues that need to be addressed.
By Kelly LaVigne, J.D.
