Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
Are This Company's Ads for Push-to-Talk Devices Misleading?These radios are marketed as independent, unlimited-range walkie-talkies, but they actually require an LTE tower — the company's website even notes that.
By H. Dennis Beaver, Esq.
-
Do You Know the Pros and Cons of Annuities? Test Your Knowledge With Our QuizQuiz The financial professionals who contribute to Kiplinger's Adviser Intel regularly write about annuities.
By Joyce Lamb
Quiz -
Does Inflation Mean Your Retirement Plan Is Running on Empty?Anchoring your retirement plan to short-term inflation is the financial equivalent of a gas tank running on empty — it works great until it leaves you stranded.
By Jesse W. Hurst, CFP®, AIF®
-
How to Master the Art of Family Business SuccessionYou might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it early could head off divisions.
By Mike Moore
-
Financial What-Ifs You Need to Discuss While the Going's GoodLife events can wreak greater havoc with finances than any market downturn. Here are some pointers on holding "that" conversation with your loved ones.
By Karen B. McIntyre, CFP®
-
5 Retirement Lifestyle Upgrades That Cost Less Than You ThinkReframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
-
The Real Cost of a Vacation Home, From a Financial PlannerBefore you buy a vacation home, do your homework. Be realistic about mortgage rates, local regulations that limit rental options, insurance and upkeep.
By Lawrence Sprung, CFP®, CEPA®
-
The Right and Wrong Questions to Ask About AnnuitiesAnnuities have costs and limitations, but also serve a real purpose for some investors. Before dismissing them as a retirement option, find out how they work.
By Robert D. Blair, CFP®
-
9 Tax Surprises Retirees Don't See Coming Until It's Too LateMost of these tax surprises are avoidable, but many retirees aren't ready for the shift in how and when taxes show up in retirement. These strategies can help.
By Kyle Hammerschmidt, Investment Adviser
