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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3 Year-End Tax Moves You Can't Afford to Miss
Don't miss out on this prime time to maximize contributions to your retirement accounts, do Roth conversions and capture investment gains.
By Daniel Razvi, Esquire
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A Tax Diversification Strategy for Your Retirement Income
Spreading savings across three "tax buckets" — pretax, Roth and taxable — can help give retirees the flexibility to control when and how much taxes they pay.
By Kyle Hammerschmidt, Investment Adviser
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Could an Annuity Be Your Retirement Safety Net?
More people are considering annuities to achieve tax-deferred growth and guaranteed income, but deciding if they are right for you depends on these key factors.
By Ken Nuss
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Older Taxpayers: Don't Miss This Hefty (Temporary) Tax Break
If you're age 65 or older, you can claim a "bonus" tax deduction of up to $6,000 through 2028 that can be stacked on top of other deductions.
By Brian Gray
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Meet the World's Unluckiest — and Entitled — Porch Pirate
This teen swiped a booby-trapped package that showered him with glitter, and then he hurt his wrist while fleeing. This is why no lawyer will represent him.
By H. Dennis Beaver, Esq.
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Smart Business: How Community Engagement Can Help Fuel Growth
As a financial professional, you can strengthen your brand while making a difference in your community. See how these pros turned community spirit into growth.
By Cody Foster
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In 2026, the Human Touch Will Be the Differentiator for Advisers
Advisers who leverage innovative technology to streamline tasks and combat a talent shortage can then prioritize the irreplaceable human touch and empathy.
By Janel Jackson
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How Advisers Can Deliver a True Family Office Experience
The family office model is no longer just for the ultra-wealthy. Advisory firms will need to ensure they have the talent and the tech to serve their clients.
By Raj Doshi
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This Is Why Investors Shouldn't Romanticize Bitcoin
Investors should treat bitcoin as the high-risk asset it is. A look at the data indicates a small portfolio allocation for most investors would be the safest.
By Jonathan Dane, CFA, CFP®️
