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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Does Your Insurance Defense Attorney Have a Giant Conflict of Interest?What can you do if you're sued, but the defense attorneys your insurance company hires to protect you seem more interested in protecting their own interests?
By H. Dennis Beaver, Esq.
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Where Indexed Universal Life Fits for High EarnersIndexed universal life insurance (IUL) can pair permanent protection with supplemental retirement income, provided the policy is structured properly.
By Mike Walters
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Is Student Loan Forgiveness Taxable in 2026?The federal tax break on most student loan forgiveness expired at the end of 2025. For some borrowers, that means planning for the potential tax bill.
By Sravani Atluri
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7 Reasons Why You Should Consider a Roth 401(k)If your employer offers a Roth 401(k), consider it carefully. In years to come, you could regret leaving tax-free growth and other advantages on the table.
By Jeanne Thompson
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What It Costs to Live in Spain vs VisitingWhat you spend in Spain as a visitor isn't what you'd spend as a resident. This guide shows how to get a truer picture of what life there would be like.
By Alastair Johnson
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Can a Roth Conversion Wait if You're 5-10 Years From Retiring?Are you five to 10 years from retirement and wondering if a Roth conversion can wait until then? Don't decide until you've tested these assumptions.
By Kyle Hammerschmidt, Investment Adviser
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Self-Funding Long-Term Care? That Could Be a Big MistakeUsing an IRA to cover significant long-term care costs could cause your taxes and Medicare premiums to rise, and leave your family facing some tough choices.
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
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6 Ways the Drawdown Phase Catches New Retirees By SurpriseYou've aced saving for retirement, but having to spend your money may come as a shock. This is what's likely to trip you up and how to adjust your habits.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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Should You Move to South Carolina or Just Vacation There?South Carolina's charms and property prices tempt many visitors to retire there. Here's what that will really be like, according to a local financial adviser.
By Brandon M. Cox, CFP®
