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 Is It So Bad to Let Only Your Spouse Handle the Money?Quiz Adviser Intel contributors have been discussing the risks of letting your spouse handle the family finances. How much do you know?
By Charlotte Gorbold
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Why Patience When Investing Wins in the Long RunInvestment risk must match your time horizon. Choose safer assets for short-term goals and embrace the volatility of stocks only when time is on your side.
By Scott McClatchey, CFP®
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We Should All Consider Disability Insurance — My Family's Story Shows WhyDisability insurance can ensure your family is taken care of if serious illness or injury strikes. But sometimes only a real-life story drives that message home.
By Jane Schroeder, CLTC
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Grow Your Advisory Firm by Refining Your Sales ProcessIf you want 2026 to be a breakout year for your advisory firm, help build or refine your sales process using AI as an additional resource. Here's how to do it.
By Cody Foster
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How Businesses Can Budget for AI Even When the Bill Keeps ChangingAI is now a permanent line in your operating budget, but don't treat it like a standard software subscription. It's a variable cost, so plan accordingly.
By John O'Connell, MBA
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How Wealthy Retirees Can Overcome Their Fear of SpendingMany retirees have built enough wealth to be secure. The harder challenge is learning how to trust the life their discipline has made possible.
By John J. Gardner, IAR
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2026-27 FAFSA Changes: What Families Need to KnowA simpler form, a real break for families who own a business or a farm, and a new hard cutoff for the Pell Grant. The 2026-27 FAFSA both gives and takes.
By Sravani Atluri
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Why NAPFA is the Place to Start Looking for Financial AdviceThe National Association of Personal Financial Advisors (NAPFA) was set up to help consumers find unbiased financial advice. Today, it's more needed than ever.
By David Bromelkamp
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What a Delaware Statutory Trust Can Do That Your Will Can'tDelaware Statutory Trusts (DSTs) can keep capital gains taxes at bay when your children inherit your property. But you need to handle them smartly.
By Daniel Goodwin
