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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5 Ways to Sort the Best From the Rest When Hiring a Financial Adviser
Whether you're hiring your first financial adviser or searching for a new one, looking for these key attributes can help you find the right fit.
By Kelli Kiemle, AIF®
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How Alternatives and Self-Directed Investing Reshape the IRA
Investors are exploring self-directed IRAs where they can hold traditional and alternative investments in one account.
By Adam Bergman
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Has Your Dream Nest Egg Become a Tax Nightmare? What to Do
Retirement savers with big bucks in traditional IRAs and pretax 401(k)s could face huge tax bills when their RMDs kick in. Here's a potential solution.
By Martin Baker, CFP®, CEPA®
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Decluttering and Selling Your Stuff? What to Know About Taxes
Clearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.
By David Jaeger, CFP®
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What I Didn't Know About Health Care FSAs Could Have Cost Me
Although flexible spending accounts work on a use-it-or-lose-it basis, you may have options for unused funds. Make sure to read the fine print before enrolling.
By Jeff Briskin
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6 Financial Questions Every Woman Should Ask in Her 30s
Your 30s are the time to start setting the foundation for future financial security. Asking yourself these questions can help get the building blocks in place.
By Julia Pham, CFP®, AIF®, CDFA®
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Special Needs Planning: A Road Map for Long-Term Security
When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.
By Mindy Neira, CFP®, ChSNC®
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Do Your Financial Adviser's Fees Reflect Value or Growth?
Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.
By Dr. Preston Cherry, CFP®
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Obsessed With Rate Moves? How to Focus Less on the Fed
Reshuffling funds to get higher yields? Holding out for the right time to borrow? A durable plan for your cash means you can stop obsessing over interest rates.
By Kevin Brauer, MBA, CPA, CMA
