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 Oil & Gas Investing Can Shield Against Market Volatility
Direct exposure to oil and natural gas projects can strengthen a portfolio's long-term resilience with non-market-correlated cash flow and an inflation hedge.
By Jay R. Young
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How to Navigate the Silence After Your Business Sells for $5M
The silence after a big sale can be disorienting. It's essential to redefine your identity and focus on your purpose before rushing into the next big thing.
By Dennis D. Coughlin, CFP, AIF
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Turning 59½: 5 Planning Moves Most Pre-Retirees Overlook
Age 59½ isn't just when you can access your retirement savings penalty-free. It also signals the start of retirement planning opportunities you shouldn't miss.
By Kyle Hammerschmidt, Investment Adviser
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If Your Retirement Numbers Don't Look Good, You Have Options
If you're worried about a shortfall between your income and expenses in retirement, you're not alone. But there are ways you can make up the difference.
By Brian Teets, IAR, MBA
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How to Make the Most of These 2 Tax Breaks ASAP
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
By Michael Neuenschwander, CFP®, CPA
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Check Out These Opportunities Created by the New Tax Law
A deep dive into the One Big Beautiful Bill Act (OBBBA) reveals key opportunities in 2026 and beyond.
By Justyn Volesko, JD, LL.M.
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Beat the Money Blues With This Easy Financial Check-In
As 2026 takes off, half of Americans are worried about the cost of everyday goods. A simple budget can help you beat the money blues and reach long-term goals.
By Branden Vernon, AIF®
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Do Self-Storage REITs Deserve Space in Your Portfolio?
Self-storage is an overlooked area of the real estate market, even though demand is strong. Investors can get in on the action through a REIT.
By Michael Joseph, CFA
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4 Simple 2026 Money Targets to Aim For (And How to Hit Them)
While January is the perfect time to strengthen your financial well-being, you're more likely to succeed if you set realistic goals and work with a partner.
By Tony Drake, CFP®, Investment Advisor Representative
