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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Is Your Top Stock Winner Threatening Your Wealth?It can be hard to let go of stocks that have served you well, especially when a hefty tax bill results. What are the options when holding on becomes too risky?
By Robert Gorman
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7 RMD Tax Traps Waiting for You in Your 70sRMDs can have a serious knock-on effect on your finances in retirement. The key is knowing what's at stake and taking action way before the IRS comes calling.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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How to Use AI to Decode Confusing Medical BillsBefore you pay new medical charges, ask AI to audit your bill and explain the cryptic insurance jargon. It could find hidden errors, like it did for me.
By Mike Palmer, CFP®
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How to Qualify for a Mortgage in RetirementConventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.
By Eric Bernstein
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How to Overcome Retirement Anxiety and FearRetirement can be nerve-racking, even if you're good with money. Rebuild your confidence by learning how retirement income, investments and taxes work together.
By Daniel Thompson
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Beyond the 60/40 Portfolio: Where a Pro Invests TodayThe math behind the 60/40 split has changed, while options for investors have increased. Why not broaden your portfolio to move with the times?
By Alan Stalcup
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Lessons From Dorinda Medley's Sudden Financial ResponsibilityWhen "The Real Housewives of New York" star's husband passed away, Medley found herself in charge of overwhelming financial details. How can you avoid that?
By Heather Zack, JD, LLM, MSFP, CAP®
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3 Money Lessons for Raising Financially Savvy KidsIt's never too late to start helping kids learn about money. Here are some age-appropriate ways to help them spend, save and borrow wisely.
By Michael Schneider
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Stop Paying for Insurance Fraud: A Driver's GuideInsurance fraud has a direct impact on your wallet. Documenting the details after an accident is the best defense you have against rising insurance premiums.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
