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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Your 5-Step Guide to Discovering Whether a Lawyer Is Shady
Research shows you can't rely on some state bar websites to vet a lawyer you're considering hiring. Here's how to check out a lawyer before you hire.
By H. Dennis Beaver, Esq.
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Steps to Keep Your Student Focused on College, Not Finances
Too many students drop out due to financial strain. This plan can help families plan for the costs and get timely aid that sees students through to graduation.
By Sravani Atluri
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How to be the Chief Vision Officer of Your Advisory Practice
The key is to transition from a tactical "doer" to a strategic "chief vision officer" by building the teams, processes and brand so your practice can grow.
By Ben Sullivan, CFA®, CFP®
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You've Heard It Before, But This Investment Advice Still Pays Off
"Time in the market beats timing the market" — been there, done that, right? But don't write off the underlying advice. There's a reason it's a popular saying.
By Andrew Rosen, CFP®, CEP
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How Advisers Can Respond When Clients Ask About Crypto in 401(k)s
Advisers need to establish clear frameworks to address client interest, navigate risks like volatility, and ensure they meet their fiduciary responsibilities.
By Ben Sullivan, CFA®, CFP®
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3 Niche Oil and Gas Investments for Next-Gen Wealth Builders
Lesser-known segments of the oil and gas sector present unique opportunities for next-gen investors and family offices, as long as they're vetted thoroughly.
By Jay R. Young
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How to Avoid Being Buried by the Tax Avalanche in Retirement
All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.
By Brian O. Butler, CRPC®, CPFA®, CEPA®
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This Financial Pro Shares the Secret to Retirement Success
For real retirement security, forget about chasing returns and focus instead on the things you can control: income, taxes, risk-taking and decision-making.
By Adam J. Bruno, Certified Financial Fiduciary®
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Is Your Retirement Based on Social Security Fact or Fiction?
One in two Americans don't know much about Social Security — and some are basing their retirement on mistaken beliefs. It's time to separate fact from fiction.
By Kelly LaVigne, J.D.
