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 Ways AI Can Help Manage Your Personal FinancesAI can take some of the strain out of handling everyday finances, from disciplined saving to avoiding scams, paying off debt and reaching your money goals.
By David Grant A.
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How to Encourage Young Americans to Save and InvestTwentysomethings are increasingly skeptical about homeownership and investing. But a retirement account (and the magic of compounding) could change their minds.
By Adam Bergman
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3 Smart Ways to Delay or Defer Taxes on Your RMDsIf you don't need or want to take your required minimum distributions (RMDs), you can consider these strategies to help lower your tax bill.
By Evan T. Beach, CFP®, AWMA®
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Finding Purpose In Retirement: Why Hobbies Aren't EnoughA fulfilling retirement isn't just about filling your days with hobbies, but finding purposeful engagement that offers challenge, growth and accountability.
By Richard P. Himmer, PhD
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Why a Retirement ‘Magic Number’ May Be the Wrong TargetIs your retirement goal a "magic number" you think you need to be comfortable? You need a plan based on your own life, not someone else's arbitrary benchmark.
By Michael Cherny
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Tax Strategies for 4 Types of Real Estate InvestorsNot every real estate investor needs the same playbook. Here's how to match your situation to the right tax-advantaged real estate strategy.
By Daniel Goodwin
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How to Prepare Yourself and Your Family for Long-Term CareLong-term care involves dealing with doctors, managing medications, arranging transportation and finding a facility. How should you and your family prepare?
By Chad Ensign, Investment Adviser Representative
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Where to Find Financial Advice Without the Sales PitchThe Garrett Planning Network of financial professionals aims to break down the barriers stopping ordinary Americans from getting the unbiased guidance they need.
By David Bromelkamp
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How Advisers Can Focus on Existing Clients for GrowthGrowth for financial advisers isn't just about new prospects — it's about deepening trust with existing clients so you earn the right to guide their next move.
By Shannon Larson
