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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How to Use 1031 Exchanges to Build Your Real Estate Empire
Small rental properties can be excellent investments, but you can use 1031 exchanges to transition to commercial real estate for bigger wealth-building.
By Daniel Goodwin
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Retirement Planning: The 8 Steps That Lead to Fulfillment
Retirement planning is less about hitting a "magic number" and more about an intentional journey — from understanding your relationship with money to preparing for your final legacy.
By Jamie P. Hopkins, Esq., LLM, CFP®
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The Roth Conversion Bandwagon is Rolling: Should You Jump On?
Roth conversions are all the rage, but what works well for one household can cause financial strain for another. This is what you should consider before moving ahead.
By Steven L. Rich, RICP®, CLTC®, NSSA®, CF2
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5 Mistakes to Avoid in the 5 Years Before You Retire
When retirement is in reach, financial planning gets serious — and there's a heightened risk of making serious mistakes, too. Here are five common slipups.
By Evan T. Beach, CFP®, AWMA®
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How to Structure Retirement Savings for Stress-Free Cash Flow
Dividing funds into a safety bucket, an income bucket and a growth bucket can help to cover immediate expenses, manage cash flow and promote growth.
By Ayden Hanes, CFP®, ChFC®
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Your Most Overlooked Retirement Investment: Doing Nothing
When you take the time to rest and breathe, your brain starts to focus on what matters most in your new stage of life.
By Andrew Rosen, CFP®, CEP
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How Annuities Can Help if Markets Cause You Restless Nights
If you find market volatility too stressful, buying annuities that provide stability and protect your principal could help you rest easier. Here's what to consider.
By Zachariah Hammel
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When Markets Are Jumpy, This Is How to Stay Grounded
Market turbulence makes even the most experienced investors nervous. Here are some tips for ignoring the panic and trusting your plan when things get volatile.
By Jake Richards
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To Love, Honor and Make Financial Decisions as Equal Partners
Ensuring both partners are engaged in financial decisions isn't just about fairness — it's a risk-management strategy that protects against costly crises.
By Steph L. Wagner
