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 to Spot a Bad Landlord Before You Hand Over Your MoneyWhat do you know about your landlord? Not much, I'll bet, and that could cost you. You can learn from this woman's interaction with a very bad landlord.
By H. Dennis Beaver, Esq.
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Time to Protect Your Gains After 3 Years of Market Growth?Hooray for the market's double-digit growth three years in a row, but it could be time to check in on your risk tolerance.
By Spencer Ford
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Why Your Retirement Plan Needs More Than Just CDsCDs and Treasuries are secure, but thanks to inflation they might not get you through retirement. You'll likely need some growth-focused investments, too.
By Scott Tucker, Investment Adviser Representative
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6 Really Old Money Lessons That Are Still Relevant TodayWhile the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.
By Neale Godfrey, Financial Literacy Expert
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The 5 Pillars of a Happy and Fulfilling RetirementWhile a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.
By Richard P. Himmer, PhD
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Hit Your Savings Goal? Why You Shouldn't Retire YetHitting your savings goal is worth celebrating, but you're not done with retirement planning. Next, ask yourself how you'll keep more of what you saved.
By Pam Krueger
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Cash Flow vs Income in Retirement: Avoid Overpaying TaxesRetirees often overpay their taxes because they mix up their cash flow, income and actual spending. Understanding the differences can help you stay in control.
By Mike Decker, NSSA®
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Is a 1031 Exchange Right for You? Pros, Cons, and RisksInvestors should look beyond the "automatic" tax deferral of a 1031 exchange and assess whether staying in the landlord game aligns with their long-term goals.
By Daniel Goodwin
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Why Age 65 Is a Dangerous Retirement TargetLife expectancy has risen sharply since 65 was set as the age to stop working. You might need to support yourself for 30 years or more. Here's how to prepare.
By Jon Sabes
