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5 Estate Planning Myths and What to Do InsteadFrom outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly mistakes.
By Shelby Anderson, J.D., CEPA®
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Must-Move Homebuyers: Navigating a Tight Housing Market"Must-move" buyers can successfully navigate the challenges of the housing market by exploring their options for bridging the gap between selling and buying.
By Raman Muralidharan
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How to Avoid 401(k) Hardship WithdrawalsDon't beat yourself up if you've taken a hardship withdrawal from your 401(k). Here's how you can avoid it in the future.
By Sophie Benander, CRPS®, MBA
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Teach Your College Teen Financial Prep in 4 StepsAre your teens financially responsible? If the answer's no, these four steps will help you teach them the good money habits they'll need in college and beyond.
By Bill Schultheis
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Dog People vs Cat People: Who Has a Better Retirement?Is it ruff or purr-fect to be a retired pet owner? This might be no surprise to dogs (not like cats care), but dog owners have a "paws-itively" better outlook.
By David Blanchett, PhD, CFA®, CFP®
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The Social Security Number Most Couples Never Calculate"Wait until 70" is good advice on maximizing Social Security for a single person, but married couples need a different number. Do you know how to do the math?
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
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6 Financial Moves to Make Before the End of the YearWhy wait until December to review your financial plans? You'll have a clear enough picture of income, spending and investments to make meaningful decisions now.
By Matt Marinovich, CFP®
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How to Break Your Cycle of Impulse SpendingOur small, frequent purchases often go unnoticed, but they can add up fast. These strategies can help you regain control of spending without feeling deprived.
By David Abraham
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The Secret to Reducing Taxes on Social SecurityThis is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden.
By Kyle Hammerschmidt, Investment Adviser
