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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AI Stocks: Why AI Is a Supply Chain, Not an IndustryAI is an interconnected supply chain, so owning different "AI stocks" often just means you're placing the same bet on the spending of a few big tech players.
By John O'Connell, MBA
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Why Your Pension Likely Means You’ll Pay Taxes in RetirementEighty percent of retirees pay $0 in federal income taxes, but since you have a pension, you're likely in the 20% who will pay taxes. What you can do about it.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How Your Financial Decisions Can Ripple Through RetirementEven something as simple as buying a new car can have wide-ranging consequences. This metaphor can help you understand your options.
By Myles J. McHale, Jr. AIF®, CRPP®
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5 Best Golden Visas for American FamiliesGolden visas let you live and work abroad, and even acquire citizenship, in return for investing a healthy sum in your chosen country. Here are five options.
By Jonathan Ralph
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How to Create a Predictable Retirement PaycheckSuccessful retirement planning is about building a predictable, self-made paycheck that covers your essential expenses so you can enjoy life without worry.
By Mark Henry
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How to Support Multiple Generations in Your Family Without Gutting Your Own FutureYou may be helping aging parents with medical expenses and adult children with living costs. How to care for your family without sacrificing your retirement.
By Chad Waddoups
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Why You Should Never Quit Your Job Without a Signed OfferIn today's story, Dr. Mark learns the hard way that you should never quit without a signed job offer, especially if you're a bridge burner.
By H. Dennis Beaver, Esq.
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Why Exercise Is Your Best Retirement InvestmentRegular physical fitness can defer long-term care by two years, yielding a financial return that most portfolio strategies cannot match.
By Richard P. Himmer, PhD
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Why a 'Fee-Based' DST Investing Sales Pitch Is a Red FlagAn AUM fee on a Delaware statutory trust can cost investors far more than a one-time commission in the long run. So why are fiduciary advisers proposing it?
By Dwight Kay
