Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
Why Does a Product Get Pricier Even When It Isn't in Demand?Several factors besides demand push up the prices of products you love. Understanding what's going on behind the scenes can help you decide what to buy and when.
By David Abraham
-
3 Ways to Plan for the Soaring Cost of Long-Term CareIt's never too early to discuss how to pay for long-term care — and as May is Older Americans Month, let's do it now, so you can rest easy in your golden years.
By Tony Drake, CFP®, Investment Advisor Representative
-
How an All-Asset Retirement Plan Reduces Investment RisksYou combine your housing wealth and lifetime annuities to help ensure that an average of three-quarters of your retirement income is not subject to market risk.
By Jerry Golden, Investment Adviser Representative
-
Don't Get Ripped Off by an Extended-Warranty Auto ContractRead the contract first (and have it reviewed by a mechanic). Some third-party providers are selling coverage that might not be all that it's claimed to be.
By H. Dennis Beaver, Esq.
-
2 Rules for Investors That Work Even if There's a Bear MarketYou can't control the markets, so focusing on two areas closer to home — your spending and asset allocation — is the more realistic route to financial stability.
By Bill Schultheis
-
A 1031 Exchange May Look Great on Paper, But It's Not Just About TaxesIf you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.
By Carl E. Sera, CMT
-
Why a Sounding Board Is as Important as Hitting Your Savings GoalUnlike some retirees, you may not have had financial advice throughout your life to guide your decisions. But it isn't too late to benefit from it.
By Andrew Rosen, CFP®, CEP
-
3 Ways to Avoid Falling Into a Tax Trap in RetirementYou may think you'll pay less in taxes once you retire, but taxable withdrawals and Social Security can keep your tax bill as high as it was during your career.
By Gary Knode, CF2
-
AI Hacking Threats: Is Your Personal and Financial Data Safe?While AI can expose flaws in banking systems, your own use of AI can also expose you to risk. Find out how to stay safe as the digital world gets more complex.
By Shane W. Cummings, CFP®, AIF®
