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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Inherited Money or Property? Here's How It Could Be Taxed
Inheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs.
By Daniel Razvi, Esquire
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Stop Tracking Every Dollar: Make an Anti-Budget Instead
Traditional budgeting (and tracking every dime) doesn't suit everyone. If you want a less labor-intensive approach, this alternative may be right up your alley.
By Anthony Martin
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How Retirees in the 2% Club Can Reduce Their Lifetime Taxes
Retirees with a pension and significant savings can use this strategy to lower taxes, avoid penalties like IRMAA and gain more control over retirement income.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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5 Simple Steps to Financial Power for Every Woman
Despite our growing economic power, women still face a confidence and savings gap. We can fix that by taking steps that help secure our financial independence.
By Nicole Romito, CFP®, CDFA™
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This Is How a QTIP Trust Protects Your Kids' Inheritance
If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
By Mike Palmer, CFP®
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How Year-Round Tax Planning Can Reduce Tax Season Stress
Meeting tax deadlines is crucial, but good year-round habits — including making use of workplace benefits — can help lower your tax bill and your stress levels.
By Kate Winget
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Who Needs a Trust and Who Doesn't? A Financial Pro Explains
Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Is That Really Your Grandkid Calling, or Scammers Using AI?
AI has given fraudsters new tools that make it even easier to identify vulnerable retirees and steal their money. What can you do to stay safe?
By Chris Dixon, RFC®
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You May Still Be Able to Defer Your 2025 Capital Gains
People who realized a capital gain in 2025 can still use Qualified Opportunity Fund tax incentives to defer it, even if they've already filed their taxes.
By Michael Kelley
