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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Keep the Pension or Take the Lump Sum?How you answer this question can make a big difference in your retirement savings, and there's no one-size-fits-all approach. Here's what to consider.
By Thomas Scorcia
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September 15 Tax Deadline Guide: Planning Steps to Take NowRather than repeating your previous estimated tax payment for the September 15 deadline, treat it as a strategic "true-up" moment to recalculate your income.
By Rachel Richards, CPA
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Should You Rent or Sell Your Home When You Move?The decision to rent or sell should be based on your long-term financial goals, tax situation and willingness to take on the duties of being a landlord.
By Daniel Goodman, CFP®, CLU®
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Goldilocks Investing: Best ETFs for Balanced Market ReturnsStaying invested when markets hit highs or drop dramatically can be uncomfortable, but these two ETF approaches can reward patience and discipline.
By Tim Urbanowicz, CFA®
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How to Stop Overspending Via Digital PaymentsConvenient contactless payments make it all too easy to lose track of your budget. Applying some simple guardrails will help you slow your spending.
By David Abraham
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Emergency Funds: Beat the Stress of Rising PricesAmericans' wallets are being stretched more than ever as prices rise. Adding an emergency fund to your financial plan could help you settle down.
By Tony Drake, CFP®, Investment Advisor Representative
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Does Attorney-Client Privilege Protect Prospective Clients?A panicked man calling law firms for help feared that answering receptionists' questions about his reason for the call would compromise his privacy.
By H. Dennis Beaver, Esq.
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Buying a Business: Avoid This $1.1M MistakeWaiting to buy a business because of uncertainty often costs professionals more in missed compounding wealth than the risks they are trying to avoid would cost.
By Brian Hanks, MBA, CFP®
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How to Plan for Income, Taxes, Healthcare in RetirementThe secret to helping ensure a secure retirement is to create a coordinated strategy for how you'll manage your withdrawals, taxes and healthcare expenses.
By John Jones, CFP®, ChFC®, EA, BCP®
