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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7 Ways Parents Can Help Teens Start InvestingNew research shows 70% of teenagers are eager to get into the market — and they're looking to their parents for guidance.
By Jeannie Bidner, CFP®
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Key Differences in Financial Independence vs RetirementPeople use "financial independence" and "retirement" as if they're the same milestone. But treating them the same is where a lot of financial plans go sideways.
By Andrew Rosen, CFP®, CEP
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How Women Should Structure Their Long-Term Care InsuranceWomen's longer life expectancies mean their long-term care coverage should feature longer benefit periods, higher payout amounts and robust inflation protection.
By Evan T. Beach, CFP®, AWMA®
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How to Prepare Your Kids to Manage MoneyMore than half of parents and grandparents believe children are less financially prepared than they were. Here's how you can help close the gap.
By Chloé Briel, CFP®, ADPA™
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How to Find Financial Advice for Everyday PeopleIt can be hard to find professionals who provide comprehensive financial planning for average Americans. The Garrett Planning Network aims to change that.
By David Bromelkamp
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How Your Employer Could Help You Buy a HomeMore companies are looking at offering employees support for buying a home — including down payment assistance — as a workplace benefit.
By Landy Liu
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USPS Retirement Funding: What Postal Workers Need to KnowThe Postal Service has admitted it's running out of cash. Employees need to take charge of their benefit and retirement planning before their options narrow.
By Eric Steffy
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Silver Has Lost Its Shine: Buy the Dip?Silver was riding high earlier this year, but interest has waned now prices have pulled back. For the right investors, that presents interesting opportunities.
By Michael Joseph, CFA
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Why Women Are Better Investors and How to Use Your EdgeStudies show women often outperform men by trading less impulsively, not chasing hot stocks, doing more due diligence and having the patience to buy and hold.
By Abraham S. Perez, CFP®
