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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New Year, New Retirement Rules: How to Keep Up With Changes
For a successful modern retirement, prepare for a longer life, manage high health care costs and prioritize your social life and purpose.
By Lawrence Sprung, CFP®, CEPA®
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7 Creative Ways to Spend Less and Save More In Retirement
Worried you won't have enough money later in life? Try redesigning your vision of retirement, and you may find your savings go further than you thought.
By Stephen B. Dunbar III, JD, CLU
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How to Cover the Income Gap While Your Social Security Grows
Taking Social Security later results in higher future income, but that can create an income gap. Annuities can boost income until you file for benefits.
By Ken Nuss
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You Really Can Make New Year's Money Resolutions That Stick
The secret to keeping your New Year's financial resolutions? Just make your savings and retirement contributions 100% automatic.
By James Martielli, CFA®, CAIA®
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Domestic vs Offshore Asset Protection Trusts: A Basic Guide
Learn the difference between domestic asset protection trusts and foreign or offshore asset protection trusts to help you decide what might work best for you.
By Jeffrey M. Verdon, Esq.
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As We Age, Embracing Our Own Self-Doubt Can Be a Gift
An aging couple hired a company that illegally required large deposits, and then they decided to stick with the company even after an employee stole from them.
By H. Dennis Beaver, Esq.
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You've Built Your Estate Plan — Now Put It to Work
You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan up to date.
By Eric W. Bond
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10 Strategies to Help Women on Their Way to Financial Power
As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.
By Camille Butterfield
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How to Stop These 5 Risks From Wrecking Your Retirement
Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, here's what to prepare for.
By Matthew Lang
