Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
5 More Ways to Address the Conundrum of Concentrated StockManaging a concentrated stock position is a complex puzzle involving diversification, liquidity, cost, tax and risk. Here are five ways to solve it.
By Evan T. Beach, CFP®, AWMA®
-
Why Long-Term Care Can Topple the Most Solid Retirement PlanYou'll most likely need long-term care as you age. Not planning for it puts your assets and your family's peace of mind at risk. Here's how to tackle the beast.
By Kara Stewart
-
This Simple Rule Can Stop You From Blowing Your InheritanceAn inheritance can seriously improve your finances, but use the 30-60-90-day rule to avoid the temptation of spending it immediately or making rash investments.
By Phillip Reed, JD, CAPP™
-
Retiring Early? ACA Subsidies Now Could Cause Tax Pain LaterHealth care subsidies can be a valuable benefit in early retirement, but locking them in now can mean higher taxes later. Here's what you need to consider.
By Kyle Hammerschmidt, Investment Adviser
-
Could Your Roth Conversion Bump You Into a 50% Tax Rate?Extra income from Roth conversions can cause your marginal rate to spike far above your visible tax bracket. Here's what to watch for — and how to plan.
By Ethan M. West
-
April Brings Showers, Flowers and Your Financial Fitness PlanThese actionable strategies — covering wealth transfer, investments and communication — can help you build a life and legacy that reflects your values.
By Mindy Neira, CFP®, ChSNC®
-
A 'Trust Reveal' Isn't the Way to Transfer Wealth — This IsWealth transfer isn't about dramatically revealing the size of an inheritance. It's about communicating your story and preparing heirs to uphold shared values.
By Jessica Andrews
-
How to Keep the Magnificent 7 From Endangering Your PortfolioAn investing approach that's different from "buying the index" lets you invest without so much exposure to the potential volatility of the big tech stocks.
By Jared Elson, Investment Adviser
-
5 Quick Tax Tips for 2025 and 2026, From a Financial PlannerThese five key tax strategies can help retirees navigate new rules and deductions, reduce your taxes and preserve more of your retirement income.
By Luke McCarty, CFP®, CRPC®
