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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Aging in Place Can Be Bad for You: Here's an Alternative
Why age alone in financial hardship when you can enjoy companionship — and share the costs of housing, groceries and health care — with a small community of friends?
By Neale Godfrey, Financial Literacy Expert
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Buying a Home With a Friend: How to Prevent Legal Headaches
With rising home prices leading more people to co-buy homes with friends, it's essential to have a co-tenancy agreement that clearly defines the deal.
By John M. Goralka
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When Retirement Planning, Be More Like Spock Than Scotty
If you're worried about your retirement, address the concerns in a logical sequence, talk honestly with your team and prepare to go boldly into the future.
By Robert Szigeti
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Using AI: How to Get Actionable Insight, Not Polished Nonsense
AI can be a powerful specialist, but it can sound smarter than it is when it comes to understanding real-world stakes. That means you have to be the strategist.
By Cosmo P. DeStefano
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Money Monsters Under the Bed? What You're Really Afraid Of
When financial anxiety keeps you awake, money isn't usually the root cause of the problem. Identifying the real demons will help you sleep — and live — better.
By Jeffrey Smith, Registered Investment Adviser
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3 Steps to Help You Find Your Financial North Star
If you're overwhelmed by financial planning, a long list of to-dos won't help. Find clarity by focusing on steps built around what's most important to you.
By Stephen B. Dunbar III, JD, CLU
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How to Slash Your Taxes on Large Stock or Property Sales
Selling a major asset can result in huge capital gains taxes, but combining direct indexing with tax-loss harvesting can significantly reduce your tax bill.
By Danielle Meister, IAR, CFF®, CDFA®
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Why 2026 Is the Year to Reconsider Global Diversification
It's been a while since investors had to stray beyond U.S. stocks to reap rewards. But current risks and opportunities suggest it's time to look abroad again.
By Feroz Ansari, CFP®
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Want to Divorce the IRS? This is How to Go About It (Legally)
With some careful planning focused on the standard deduction, retirees who have large sums in tax-deferred accounts can avoid unpleasant tax bills and even part ways with the IRS for good.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
