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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Is Lifestyle Creep Delaying Your Retirement Timeline?Lifestyle creep can quietly influence long‑term financial security. Here's how to check in on your spending and realign with your goals.
By Deana Healy, CFP®
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Buying a Home With Your 401(k)? Consider the Risk to Your RetirementPulling money from a 401(k) to buy a property now means you'll lose the power of compounding — and decades of potential growth those funds could have generated.
By Mike McCracken
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Why Strengthening Your Connections Could Lengthen Your LifeLoneliness is your biggest threat in old age, and a diminished social network is risky even if you're financially secure. Start building your connections now.
By Richard P. Himmer, PhD
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I'm Retired and Hate Being a Landlord. Should I Sell Up?Owning rental properties in retirement can be a headache. If you want to work out whether it's better to sell or keep going, here's what you need to consider.
By Evan T. Beach, CFP®, AWMA®
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Is a Childhood Money Lesson Threatening Your Retirement?The four money scripts are avoidance, worship, status and vigilance. Following them can interfere with your financial plan and limit your future opportunities.
By Dr. Kim Hall, CFP®
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If You're the Millionaire Next Door, You May Be a Terrible SpenderGood job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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The Fiduciary Rule is Gone (Again): Is Your Nest Egg Safe?A court ruling means one-time IRA rollover recommendations are no longer automatically considered fiduciary advice, and savers must protect their own backs.
By Mike Palmer, CFP®
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How a Personal Statement Can Refocus Your Blurred FinancesWhen you need clarity on your finances, taking a look at your personal financial statement is the first step to making better, more informed decisions.
By Clayton Jarrell, CFP®
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Fretting Over an AI Bubble? A Rare Opportunity Is Passing ByAI is this generation's Industrial Revolution. While investors wait for things to "settle down," opportunities to get in on the ground floor are passing by.
By Mike Alves, MSAFP, CFP®, CEPA®, CRPC®
