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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2026's Tax Trifecta: Expert Guide to Rural OZs (With Calendar)
Real estate investors can triple their tax step-up with rural opportunity zones this year. This month-by-month action plan will ensure you meet the deadlines.
By Daniel Goodwin
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Is Your Retirement Plan Built for 2026 — or Stuck in 2006?
It's time to move away from the 4% rule and the 60/40 portfolio to an adaptable, tax-diversified strategy focused on reliable income and longevity.
By Christopher C. Giambrone, CFP®, AIF®
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Filed for Social Security Too Soon? 2 Ways to Get a Do-Over
If you've claimed Social Security too soon, two SSA rules allow a do-over. But be warned: Using them clumsily can lead to surprise repayments or lost benefits.
By Martha Shedden, CRPC®, RSSA®
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Have You Aligned Your Tax Strategy With These OBBBA Changes?
Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of these five OBBBA changes.
By John Bute, CPA
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6 Key Ways to Plan for Financial Success in 2026
Use last year's tax data to help guide you as you consider this year's taxes, asset allocation and sources of the regular income you'll need in retirement.
By Ken Nuss
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A Financial Plan Is a Living Document: Is Yours Still Breathing?
If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs regular TLC.
By Vincent Birardi, CFP®, AIF®, MBA
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Your Guide to Financial Stability as a Military Spouse
These practical resources and benefits can help military spouses with managing a budget, tax and retirement planning, as well as supporting their own career
By Kelly M. Lagore, CFP®, MQFP®
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3 Steps to Keep Your Digital Data Safe from Cyberattacks
As data breaches and cyberattacks increase, it's vital to maintain good data hygiene and reduce your personal information footprint. Find out how.
By Shane W. Cummings, CFP®, AIF®
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Why You Can Afford to Ignore College Sticker Prices
College tuition fees can seem prohibitive, but don't let advertised prices stop you from applying. Instead, focus on net costs after grants and scholarships.
By Sravani Atluri
