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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The Simple Legal Document Parents Need to Protect Their Kids
When parents are absent, caregivers may not be able to make emergency decisions for a child without a Delegation of Parental Authority. Here's how to set it up.
By Patrick M. Simasko, J.D.
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Family Tax Planning is Experiencing a Rare Moment — Seize It
The tax landscape has stabilized, giving wealthy families an opportunity to move away from reactive decision-making and redirect their attention toward planning.
By Mark R. Parthemer, JD, AEP, ACTEC Fellow
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Death or Divorce: How Women Can Prepare For Possibilities
The end of a relationship is a grim prospect, but it'll be easier to deal with if you have an open conversation about finances now to establish future security.
By Anne J. McPhail, CFP®
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10 Financial To-Do's for Spring
Spring is a great time to check in to ensure everything is in good order. Completing these 10 tasks might seem like a lot of work, but the payoffs are worth it.
By David Jaeger, CFP®
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Markets Will Always Be Volatile: Retirement Doesn't Have to Be
Instead of worrying about the markets and running out of money in retirement, you might consider buying an annuity that guarantees you a lifetime income.
By David Chavern
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How Financial Advisers Can Really Help Families in a Crisis
In the middle of a crisis, financial advisers who help families slow down, clarify roles and communicate effectively can deliver their greatest value.
By David Conti, CPRC
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Build Relationships, Build Your Brand, Build Your Business
These proven strategies foster loyalty, trust and advocacy while boosting retention, referrals and your brand's impact.
By David Franzke
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The High Earner's Guide to Winning Your 2026 Tax Season
Tracking activity as early as possible in the year will help you deal with rule changes and avoid last-minute moves when it's time to file your taxes.
By Rachel Richards, CPA
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With Your Investments, Think Location, Location, Location
Tax diversification is as important as investment diversification: Focusing on what investment goes into which account helps determine how much of it you keep.
By John Vandergriff
