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 Your Dream Move Abroad Could Be a Financial NightmarePulling up stakes and moving your family — and your money — abroad isn't for the fainthearted, not least because of ultracomplicated tax and banking rules.
By Ann Marie Regal
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The Importance of Coordinating Financial and Estate PlansYour financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.
By Ryan Polimeni
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Do You Know What It Takes to Be a Millionaire? Test YourselfQuiz Wonder what separates those who build a million-dollar nest egg from the rest, and whether you have what it takes to make $1M? Take this quiz to find out.
By Joyce Lamb
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Are Total Market Bond Funds a Smart Addition to Your Portfolio?Total market bond funds aren't inherently safe investments. What investors and their advisers need to consider before adding them to a healthy portfolio.
By Brian Spinelli, CFP®, AIF®
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How Impact-First Investing Can Put DAF Capital to Work NowDonor-advised funds hold billions, but charitable organizations need money now. Impact-first investing can close the gap, and HNW donors are interested.
By Stephen Vicinelli
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Buying a House Together But Not Married? That's a Bad MoveWhen living together doesn't work out, an unmarried couple with separate financial lives can move on with no strings. Not so if they buy a house together.
By H. Dennis Beaver, Esq.
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The Boy Who Cried 'Bubble': What if He's Right This Time?Market valuations are at levels that have historically preceded long, flat stretches. Why does that matter for your retirement and are there any solutions?
By Mike Decker, NSSA®
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Your First Moves When an Inheritance Makes You Rich OvernightAn inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.
By Julia Pham, CFP®, AIF®, CDFA®
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Is Private Equity Behind the Scenes in Your 401(k)?Private equity is finding its way into 401(k)s, but the risks (or benefits) for you may depend on how close you are to retirement. Here's what to look out for.
By Jay Annis, CFP®, CIMA®, AIF®
