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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5 Legal 'Loopholes' the IRS Wishes You Didn't Know
From opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
By Lawrence Sprung, CFP®, CEPA®
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Want to Quit the 9-to-5? This 8-Point Plan Can Get You There
Leaving your job to step out on your own is doable, but you'll need a concrete financial plan to get there. This checklist can see you through the process.
By Anthony Martin
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Does Your Retirement Portfolio Resemble a Junk Drawer? Here's How to Clean It Up
This retirement planning approach simplifies your decisions, improves your tax efficiency and provides you with peace of mind. This is how it works.
By Robert Martin
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Confident Retirement Planning Starts With These 5 Habits
These habits, gleaned from a survey of financially savvy adults, can help increase your confidence and guide your planning as you head toward retirement.
By Michael Pappis, CFP®
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Health Care Costs: What You Can Expect to Pay and How to Save
health insurance From premiums to co-pays, health care is one savings goal you can't afford to ignore. Understanding how high-deductible health plans and HSAs work may help.
By David Jaeger, CFP®
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Tired of Unwanted Calls? Thwart the Robocaller Invasion
Scams Consumers have options in the fight to help keep these infuriating interruptions at bay. Plus, what you can do if you answer a call by mistake.
By Martin Baker, CFP®, CEPA®
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Estate Planning for Women: Preparing for When Life Happens
A proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.
By Leslie Gillin Bohner
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Will Inheriting the Family Money Make You or Break You?
Receiving an inheritance opens up amazing opportunities but can also lead to emotional and financial turmoil. Here's the key to successfully managing a windfall.
By Erin Wood, CFP®, CRPC®, FBS®
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Social Security Family Maximum Benefits: Are You Eligible?
Thanks to the family maximum benefit, when a retiree starts collecting Social Security, certain family members may also receive support. Here's a complete guide.
By Martha Shedden, CRPC®, RSSA®
