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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Why Charitable Remainder Trusts Team With Donor-Advised Funds
If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.
By Mark Marrazzo
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The Illinois 'Cliff Tax': How a Single Dollar Can Push You Over
Illinois' estate tax "threshold" (rather than "exemption") can surprise families, but proactive planning can help preserve more for heirs and charitable causes.
By Scott Tucker, Investment Adviser Representative
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These Retirement Planning Steps Protect the Life You Want
This kind of planning focuses on the intentional design of your estate, philanthropy and long-term care protection.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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Fixed Indexed Annuities and Bonds: The Perfect Match?
The prospect of more interest rate cuts has investors wondering how to enhance the bond portion of their portfolio. A fixed indexed annuity could be the answer.
By Keith Wiltfong, CFP®, CIMA®
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'Fee-Only' and 'Fiduciary': Why You Must Know the Difference
The terms fiduciary and fee-only are not interchangeable. Knowing the difference ensures investors get the advice and the consumer protection they need.
By David Bromelkamp
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Why a Second (Gray) Divorce Could Cost You Big-Time
Divorce isn't any easier the second time, especially if you've remarried later in life. Rushing to settle without proper advice can have serious consequences.
By Chris Hernandez
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Trusts for Children: Should You Name Your Spouse as Trustee?
Naming your spouse as trustee can provide invaluable familial insight and continuity, but you should carefully weigh those benefits against potential risks.
By Marguerite Weese, JD, LL.M.
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Passive Muni Investors: Is Your Strategy Missing the Mark?
Passive investments in municipal bonds are popular, but do they come at a cost? Two recent examples show why an active approach can be more favorable.
By Peter Aloisi, CFA® Charterholder
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Tied Up in a Concentrated Stock Position? How to Get Loose
If you've built significant wealth through stock in one company, deciding your next move may be petrifying. Use this decision-making framework to get unstuck.
By Zachary Ashburn, CFP®, EA, AFC®
