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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How to Make a Corporate Event Less Lavish But More ImpactfulAs corporate budgets tighten, leaders are realizing that meaningful gatherings aren't defined by expensive spectacles but the genuine connections they foster.
By Sharon Reus
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8 Expenses That Quietly Disappear After RetirementSignificant expenses, such as payroll taxes, often disappear the day you retire, so you probably won't need to replace as much of your salary as you thought.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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The Most Critical Moves in the 5 to 10 Years Before You RetireThe five- to 10-year period before you retire is the time to shift from the pursuit of maximum market gains and toward the creation of reliable income streams.
By Cathy DeWitt Dunn, CDFA®, FRC®
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5 Scams Targeting Retirees Now — and Easy Ways to Stay SafeFrom phony family emergencies to fake investments, fraudsters know all the tricks and have modern technology up their sleeves. Here's how to stay safe.
By Eric W. Bond
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I Wrote About Retirement for 30 Years, But I'm Still Not PreparedThe financial transition was familiar. The emotional transition caught me by surprise.
By Phil Wright, Certified Fund Specialist
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Financial Priorities Decade-by-Decade: An Expert Guide for Your 30s to 60sThis practical guide can help you manage money as you age, from emergency funds and retirement savings to healthcare, taxes and long-term planning.
By Anthony Martin
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What's the Real Secret to Life, Liberty and Happiness?Money will only get you so far in the pursuit of happiness. Find out how to make the shift from accumulating wealth to living a life that brings you real joy.
By Lawrence Sprung, CFP®, CEPA®
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If AI Is Doing More of the Work, What Are You Paying Your Financial Adviser For?It's crucial to understand whether your adviser is using AI to enhance your personal experience without sacrificing the human judgment you're paying for.
By Pam Krueger
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Infrastructure Is the AI Investment Nobody Talks AboutAI data centers will rely on existing infrastructure to meet their electricity demand. That creates an interesting opportunity for forward-thinking investors.
By Michael Joseph, CFA
