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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5 Things 50 Millionaires Wish They'd Known Before RetiringWho better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.
By Joyce Lamb
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Is a Roth Conversion Just Not That Into You? How To Tell It's Not a MatchSometimes a Roth conversion isn't right for you — or at least not right now. A financial adviser explains what you should consider before getting involved.
By Katie Woloshin Corsetto
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How to Handle a Raise Without Buying a Life You Can't AffordGetting a raise is the perfect time to focus on building wealth, but only if you do these things before your "new" money vanishes into a shinier lifestyle.
By Anthony Martin
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How to Save Some Moola as the Insurance Market ShiftsNow tough home and auto insurance markets are finally seeing new competition and looser guidelines, you should start shopping for a less-expensive policy.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Why a Rushed Gray Divorce Can Quietly Destroy Your RetirementWhen you're navigating a gray divorce, don't rush to split assets. A settlement that looks good on paper may contain losses you won't have time to recover from.
By Christopher Castellano
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The 60/40 Portfolio Is Flatlining: Alternatives Can Revive ItThe "alt-first" strategy swaps out bonds for high-end private investments that keep your wealth growing regardless of what the stock market does.
By Adam Bergman
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Finances Not Measuring Up? You Might Be Using the Wrong RulerIf you're feeling that your finances aren't where they should be, make sure you're using the right benchmarks to measure your progress.
By Ronnie Thompson
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Why Active ETFs Can Give Advisers and Clients the EdgeIn a crowded market, active ETFs stand out as a versatile solution, generating income and growth for clients, while retaining flexibility for advisers.
By Nicholas W. Puncer, CFA®, CFP®
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Why a Second Passport Can Help Business Owners Level UpResidency in a second country can expand a company's global mobility, deepen its hiring pool, diversify suppliers and establish alternative production sites.
By Marco Permunian
