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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Headed for the Retirement Red Zone? This Plan Avoids Fumbles
These strategies help safeguard your nest egg and ensure long-term financial success during the five years before retirement and the five years after.
By Dustin L. Tait
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I'm a Financial Planner: How You Can Get Started With RMDs
The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs will ensure you're ready.
By Eric Heckman, CFP®, ChFC®, CLU®, CRTP
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Expert Tips on How to Replace Your Paycheck in Retirement
Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out of money. Instead, make a plan.
By Rick Seiler
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Pets to Paintings: Little Things Can Cause Big Estate Trouble
Sentimental items might have little monetary value, but their disposition can cause hurt feelings. Talking about who wants what and labeling items can help.
By Eric W. Bond
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Take Advantage of Retirement Tax Benefits While They Last
Recent tax changes, including an extra $6,000 deduction for those 65 and older, present a golden opportunity for retirees to reduce their tax bills.
By Ryan Polimeni
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Why Unmarried Same-Sex Couples Need an Estate Plan
When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital.
By Patrick M. Simasko, J.D.
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A Financial Planner's Guide to a Stress-Free Adventure Abroad
Start by looking at flight/accommodation costs, have a flexible schedule, seek out credit card rewards, prep for health issues and plan to cook your own food.
By Shane W. Cummings, CFP®, AIF®
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How Smart Women Can Plan for Financial Freedom After a Curveball
Proactive planning and professional guidance can help to build your confidence and give you clarity when you're navigating major life transitions.
By Nicole Romito, CFP®, CDFA™
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Parents and Caregivers: Don't Miss Your Roth Conversion Window
Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a Roth account? Here's how it works.
By Danielle Meister, IAR, CFF®, CDFA®
