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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A Healthy Dose of Terror: How to Survive Prison's First Days
This young man needed to be scared straight after his mother expressed her fear that he was on a path to prison. Hearing these eight do's and don'ts worked.
By H. Dennis Beaver, Esq.
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How to Derisk Your Portfolio in 2026: A Step-by-Step Guide
Signs of a possible economic slowdown call for balanced derisking that locks in portfolio gains without sacrificing future upside. Here's a step-by-step guide.
By Isaac Morris
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The 5 Biggest Tax Mistakes New Retirees Make in the First 5 Years
Making the wrong tax moves in the first few years of retirement can be costly for you and your heirs. These are the five biggest mistakes to avoid.
By Travis Babb, CFP®, EA
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Inherited an IRA? Don't Fall Into the 10-Year Tax Trap
Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff penalties. That calls for an action plan.
By Mike Palmer, CFP
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Why a Healthy Marriage May Matter More Than Money in Retirement
In retirement, health is as important as finance. And research shows people in supportive marriages have fewer issues with weight, metabolism and self-control.
By Richard P. Himmer, PhD
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How Money Guilt Holds Women Back (and How to Send It Packing)
Women shouldn't let guilt limit the way they manage their hard-earned wealth. It's time to separate emotion from financial decision-making.
By Marcia Dawood
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Sports Betting vs ETF Investing: A Lesson in Expected Returns
The difference between sports betting and investing: One requires patience and diligence and has a positive long-term return, and the other is a zero-sum game.
By Wes Crill
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How to Position Investments to Minimize Taxes for Your Heirs
To minimize your heirs' tax burden, focus on aligning your investment account types and assets with your estate plan, and pay attention to the impact of RMDs.
By Christopher Budd
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Are You 'Too Old' to Benefit From an Annuity?
Probably not, even if you're in your 70s or 80s, but it depends on your circumstances and the kind of annuity you're considering.
By Ken Nuss
