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 Preventive Health Spending Impacts Lifetime WealthPreventive health spending is a type of risk management that can lower future costs while protecting your health and your money. Here's how it works.
By David Abraham
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A Guide to Maintaining Your Portfolio's 'Hygiene'When markets are volatile, your impulse might be to flee, but sometimes that's the worst choice if you want to maintain a healthy portfolio.
By Matt Gentzkow, CIMA®
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Have You Checked Your Retirement Plan for Tax Leaks?Accumulating wealth for retirement is one thing, having a solid income structure and tax plan is another. Without them, savings could quietly drain away.
By Ron Mark
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How to Design Your Retirement Declaration of IndependenceThe paradox of retirement freedom is that the system you retired from gave you order but took away control. True freedom lies in giving life a new structure.
By Richard P. Himmer, PhD
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What We Can All Learn From Microsoft's Early Retirement OfferEveryone — not just corporate executives — should map out their finances, tax strategy and healthcare needs to be ready for retirement on their own terms.
By Zachary Ashburn, CFP®, EA, AFC®
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How Medicaid Asset Protection Trusts Can Guard Family SavingsMedicaid Asset Protection Trusts can help protect your savings from being drained by long-term care costs, ensuring assets remain available for your family.
By Scott Tucker, Investment Adviser Representative
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Managing Money After Your Spouse Dies: A 30-60-90-Day PlanLosing a spouse is hard enough without the stress of managing finances. This framework will help you cope in the days, weeks and months following your loss.
By Julie Virta, CFP®, CFA, CTFA
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6 Divorce Tips From a Certified Divorce Financial AnalystEven if both parties want a divorce, dividing assets and splitting up a household is a bitter pill. Trained professionals can guide you through the transition.
By Mary Ware, CFP®, CIMA®, CDFA®
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Portfolio Diversification Lessons From 'The Three Little Pigs'Is your portfolio as well built and diversified as you think? If you're worried it won't help keep you safe in retirement, it could be time to renovate.
By J. Burke "J.B." Howard
