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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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
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What to Do if Your Social Security Credits Fall ShortFailing to reach Social Security's 40-credit requirement doesn't mean your tax contributions are lost. Here are some options to help you secure benefits.
By Martha Shedden, CRPC®, RSSA®
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Job Benefits Checklist: How to Value Your Full CompensationA higher salary doesn't equate to a better job offer. Use this checklist to calculate the value of your noncash compensation and compare the full package.
By Stephen B. Dunbar III, JD, CLU
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How Strategic Debt Can Help You Build WealthDebt can be a tool for long-term financial well-being. Loans for education, business expansion or high-interest consolidation can help you build wealth.
By David Kimball
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Why the 60/40 Portfolio Struggles and What to Do InsteadTraditional portfolios are becoming increasingly concentrated. Consider investing in real assets, such as commodities, infrastructure and real estate.
By Mamadou-Abou Sarr, CIFD
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Borrowing Against Your Portfolio: When It Makes SenseA securities-based line of credit can provide access to cash without requiring you to sell eligible investments. These are the opportunities and risks.
By Rich Guerrini
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How to Manage 401(k) Rollovers to Protect Your WealthIn addition to saving and investing, financial literacy should teach us how to manage 401(k) cash-outs and rollovers so we can protect our wealth.
By Spencer Williams
