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 Strengthen Your Charitable Impact and LegacyIf you want to use an inheritance to create a charitable legacy, how can you ensure younger generations will carry your wishes forward?
By Mark Froehlich, CPA, MBA
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Leave a Legacy to Your Loved Ones and Keep Probate Out of ItPutting the right documents in place for your loved ones now can shield them from the stress and legal hurdles of dealing with your estate later.
By J. Burke "J.B." Howard
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Market Volatility Tests Investors' Nerves: Are You Passing?Market downturns don't just trigger a dip in your account balance — they test your emotional resolve. Having a well-built strategy can help you stay the course.
By Kelly LaVigne, J.D.
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Revenue Sharing: How Can You Avoid This Sneaky Sales Incentive?Revenue sharing means some financial professionals are rewarded for steering you toward certain products. It's big business, but here's the solution.
By David Bromelkamp
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6 Situations Where a Roth Conversion Is a Bad Idea for RetireesA Roth conversion is a powerful tax-saving tool, but there are several situations where taking that leap might actually cost you more in the long run.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Retirement in Jeopardy? How to Manage the Bank of Mom & DadThis plan for Gen X parents running the Bank of Mom & Dad can help you get a handle on how to manage the financial support you give your adult children.
By Dr. Preston Cherry, CFP®
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Long-Term Care Insurance: Alternatives for a Flexible PlanRising premiums, fewer options and limited benefits can make a long-term care policy hard to find and hard to afford. There are alternatives to cover the costs.
By David Abraham
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The Biggest Financial Mistake Many Families Are MakingIf you're not talking openly with your adult children about money, you're failing to help build their financial independence.
By Neale Godfrey, Financial Literacy Expert
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A 2026 Tax Playbook for High Earners: Stealth Taxes and WinsThe OBBBA set some "tax traps" that target some of the executive suite's financial perks. Here's how you can dodge those sneaky ambushes.
By Mike Palmer, CFP®
