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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Tax-Smart DAF Strategies Advisers Can Put to Work for Clients
Donor-advised funds can help clients maximize their philanthropy through front-loading deductions, donating appreciated assets and 'bunching' contributions.
By Stephen Kump
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How Advisers Turn Compliance Into a Competitive Advantage
Collaboration, transparency and education can strengthen compliance and empower financial advisers to thrive.
By Shawn Scholz
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Holidays Are a Rich Time for Parents and Young Adults to Talk Money
The most productive family financial conversations start with open-ended questions and a lot of listening. Don't let this opportunity pass you by.
By Michael Schneider
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Family Offices: Women of Wealth Create a New Model of Giving
Women who are inheriting wealth today are shifting from traditional philanthropy to creating sustainable systems to fund philanthropic gifts into perpetuity.
By Kathleen Grace, CFP®, CIMA®, MPrA
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This Retirement GPS Helps You Navigate Your Drawdown Phase
Ready to retire? Here's how to swap your 'peak earnings' mindset for a 'preserve-plus-grow' approach instead of relying on the old, risky 4% rule.
By Shawn Maloney
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Donating Stock: The 2-for-1 Deal You'll Love at Tax Time
Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your favorite causes. Here's why.
By David Conti, CPRC
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How Traveling to Africa Taught 2 Retirees About Slowing Down
Don't treat retirement trips like they're an exercise in ticking off boxes. Slowing down and letting adventure unfold can create more meaningful memories.
By Richard P. Himmer, PhD
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Is Your Retirement Portfolio Too Late to the Profit Party?
If you're following the usual retirement investment model, you could be missing out on a potential profit period that companies see in the run-up to their IPOs.
By Brianne Lynch, CAIA
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Losing Your Job? A Money Pro's 6 Steps to Survive and Thrive
Whether pink slips are just rumors at your company or layoffs have already landed, there are things you can do today to make the best of a tough situation.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser
