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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Here's What Being in the 2% Club Means for Your Retirement
Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced tax planning.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Buyer Beware: States Lowering the Bar for Insurance Agents
A new California law removes 20 hours of required education before an aspiring agent can take tests to get licensed. They can then get licensed in other states.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Working and Getting Social Security? An Earnings Test Guide
If you haven't reached your full retirement age yet, your Social Security check could take a hit, depending on how much you earn.
By Martha Shedden, CRPC®
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Charitable Giving Just Got Easier, But Also a Little Harder
The OBBB shakes up charitable deductions with a little help for non-itemizers and a new challenge for itemizers this holiday season.
By Charles A. Borek, JD, MBA, CPA
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This HECM-QLAC Power Move Can Unlock Your Retirement Income
Combining a qualified longevity annuity contract (QLAC) with a home equity conversion mortgage (HECM) can significantly boost your retirement income and more.
By Jerry Golden, Investment Adviser Representative
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Coast FI Planning: High Earners' Secret Retirement Weapon
A subset of the FIRE movement, Coast FI can help executives figure out whether their investments are enough to 'coast' so they can retire early and comfortably.
By Zachary Ashburn, CFP®, EA, AFC®
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Fish and Chips? More Like Fish and a Side of Customer Anger
You expect chips — French fries, actually — to come with your order of fish and chips? Think again. This restaurant seemed to be violating truth-in-menu laws.
By H. Dennis Beaver, Esq.
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The Strategy You Need to Beat Inflation and Build Wealth
If you want to build long-term wealth, there's a tried-and-trusted strategy, and it starts with recognizing the inflation-busting power of equities.
By Kyle D. Sikes
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I'm a Credit Union CEO: What We Do to Earn Members' Trust
What people want most from their financial institutions is a financial partner that listens, responds and acts with their best interests at heart.
By Kevin Brauer, MBA, CPA, CMA
