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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Term Life Insurance Expiring? 3 Paths to ConsiderAn expiring term life insurance policy is a great wake-up call to update your coverage and estate plan so they align with your current season of life.
By Gina Cimineri, ChFC®, CLU®, CLTC®, RICP®, CDFA®
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Ditching Capital Gains Via Your Parents’ Estate ExemptionYou may be able to eliminate capital gains taxes on highly appreciated assets by leveraging a parent's unused estate tax exemption for a stepped-up tax basis.
By Jeffrey M. Verdon, Esq.
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Protecting Your Well-Being in Midlife and RetirementTrue financial planning takes well-being into consideration so you're not caught out by the profound shifts you encounter when you reach midlife or retire.
By Lawrence Sprung, CFP®, CEPA®
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These Are the 2 Legal Documents Everyone Should HaveEvery adult should have a healthcare proxy and power of attorney. They save loved ones time, money and stress if a sudden illness or injury incapacitates you.
By Jared J. Madison, Esq.
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Guide to the Estate Planning Documents Everyone NeedsEstate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.
By Leslie Gillin Bohner
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What to Do Before Dropping Long-Term Care InsuranceAre you thinking of dropping your long-term care coverage because you no longer trust the insurance company? Don't cancel without considering these key issues.
By Daniel Fagan, MSPFP®, MPAS™, AIF®
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How Financial Advisers Are Evolving Into Life StrategistsAs the priorities of affluent families shift, they're seeking guidance from advisers that goes beyond the financial and supports the life they want to live.
By Rick Buoncore
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4 Year-End Tax Strategies for Charitable GivingIf you're thinking ahead to your year-end giving, here are four ways to maximize the impact of your donations while making full use of available tax incentives.
By Martin Schamis, CFP®
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A Wealth Adviser's Guide to Making MemoriesIntentionally using your wealth to create lasting memories with the people you love, rather than just saving for someday, is one of life's greatest gifts.
By Dryden Pence
