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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To Be a Smart Insurance Shopper, Don't Shop Just for Price
Choosing the cheapest policy could cost you when you have a loss. You'll get the best results if you focus on the right coverage with the help of a good agent.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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7 Reasons Why Your Portfolio Needs Short-Term Bond ETFs
Money market funds are a safe option for your cash, but ultra-short and short-term bond ETFs also deserve consideration. Here are seven reasons why.
By Brad Collins
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Forget Financial Forecasts: Focus on These 3 Goals for Success
We know the economy is unpredictable and markets will do what they do, no matter who predicts what. Here's how to focus on what you can control.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Why In-Person Financial Guidance Remains the Gold Standard
Face-to-face conversations between advisers and clients provide the human touch that encourages accountability and a real connection.
By Jon Hammel
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How You Can Turn Your Home Equity Into a Retirement Buffer
If you're one of the many homeowners who has the bulk of your net worth tied up in your home equity, you might consider using that equity as a planning tool.
By Dan Anderson
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How to Avoid Feeling Too Guilty to Spend in Retirement
Are you living below your means in retirement because you fear not having enough to leave to your kids? Here's how to get over that.
By Frank J. Legan
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Strategies for Women to Maximize Social Security Benefits
Women often are paid less than men and live longer, so it's critical that they know their Social Security options to ensure they claim what they're entitled to.
By Ash Ahluwalia, CFP®, MBA, NSSA
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How to Avoid the Financial Quicksand of Early Retirement Losses
Sequence of returns — experiencing losses early on — can quickly deplete your savings, highlighting the need for strategies that prioritize income stability.
By Mark Kennedy
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How an Elder Law Attorney Can Help Protect Your Aging Parents
If you are worried about older family members or friends whose financial judgment is raising red flags, help is out there — from an elder law attorney.
By H. Dennis Beaver, Esq.
