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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This Tax Trap Costs High Earners Thousands Each Year
Mutual funds in taxable accounts can quietly erode your returns. More efficient tools, such as ETFs and direct indexing, can help improve after-tax returns.
By Joshua Taffer, CEPA, CPWA®
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A Financial Adviser's Guide to Finalizing Your Divorce
After signing the divorce agreement, you'll need to tackle the administrative work that will allow you to start over.
By Tracy Byrnes, CDFA®
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How to Keep Your Charitable Giving Momentum Going All Year
Instead of treating charity like a year-end rush for tax breaks, consider using smart tools like DAFs and recurring grants for maximum impact all year.
By Mark Froehlich, CPA, MBA
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Uber Takes Aim at the Bottom Lines of Billboard Lawyers
Uber has filed lawsuits and proposed a ballot initiative, in California, to curb settlements it claims are falsely inflated by some personal injury lawyers.
By H. Dennis Beaver, Esq.
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My Health Journey Shows How the 'Pink Tax' Costs Women
Fact: Women pay significantly more for health care over their lifetimes. But there are some things we can do to protect our health and our financial security.
By Erin Wood, CFP®, CRPC®, FBS®
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5 Things to Know About Taxes Before Moving to Portugal
Moving to Portugal might not be the clean financial break you expect due to U.S. tax obligations, foreign investment risks, lower investment yields and more.
By Ricardo Jesus, MBA
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Who Hates Taxes? The Best Time to Plan for Them Is Right Now
By creating a tax plan, you can keep more of what you've earned and give less to Uncle Sam. Here's how you can follow the rules and pay only your fair share.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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'Smart' Estate Planning Can Cause Problems: Unraveling Myths
Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things up for your heirs.
By Daniel E. Stickel
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Bubble-Wrapping Our Kids Robbed Them of Resilience. Now What?
By raising them to think they're amazing no matter what and lifting them over obstacles, we left them unprepared to work in the real world.
By Neale Godfrey, Financial Literacy Expert
