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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Is Your Emergency Fund Running Low? Here's How to Bulk It Up
If you're struggling right now, you're not alone. Here's how you can identify financial issues, implement a budget and prioritize rebuilding your emergency fund.
By Bruce Maginn, Principal
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Guide to How All-Assets Planning Offers a Better Retirement
An "all-asset" strategy would integrate housing wealth and annuities with traditional investments to generate more income and liquid savings for retirees.
By Jerry Golden, Investment Adviser Representative
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7 Tax Blunders to Avoid in Your First Year of Retirement
A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg. Here are seven common goofs to avoid.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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How to Plan for Social Security in 2026's Changing Landscape
Not understanding how the upcoming changes in 2026 might affect you could put your financial security in retirement at risk. This is what you need to know.
By Michael Knox
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6 Overlooked Areas That Can Make or Break Your Retirement
If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.
By David Lukas, Investment Adviser Representative
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7 Risks Your Retirement Plan Should Address
Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, market swings and more.
By Erick Arnett
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HNW Retirees: Don't Overlook The Benefits of Social Security
Wealthy retirees often overlook Social Security. But timed properly, it can drive tax efficiency, keep Medicare costs in check and strengthen your legacy.
By Robert Smith
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Do You Have an Insurance Coverage Gap for Your Valuables?
Standard homeowners insurance usually has strict limits on high-value items, so you should formally "schedule" these valuable possessions with your insurer.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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8 Ways to Declutter Your Life: Retirement 'Non-Resolutions'
Here's how to stop wasting your energy on things that don't enhance your new chapter and focus on the things that do.
By David Conti, CPRC
