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 to Find Your Pet Insurance Sweet Spot
Considering the potential for high vet bills, pet insurance can help you relax a bit over the health of your furry friends. Here's what to look for in a policy.
By Martin Baker, CFP®, CEPA®
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2 Ways to Invest if You're Risk Averse But CDs Don't Cut It
Investors looking for higher yields might want to consider these hybrid products, which blend the possibility of better returns with less downside risk than traditional investing.
By Jared Elson, Investment Adviser
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A Simple Clue Unlocked a Workplace Safety Crisis
A lot of people with hearing issues resist wearing hearing aids. "Nicole" had a very good reason not to wear hers, but figuring out why took some sleuthing.
By H. Dennis Beaver, Esq.
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Hiding the Truth From Your Financial Adviser Can Cost You
Hiding assets or debt from a financial adviser damages the relationship as well as your finances. If you're not being fully transparent, it's time to ask why.
By Alan E. Becker, Investment Adviser
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5 Actions to Set Up Your Business With Your Exit in Mind
When you're starting a business, it may seem counterintuitive to begin with exit planning. But preparing will put you on a more secure footing in the long run.
By Jamie Carroll
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Missed an RMD? How to Avoid That (and the Penalty) Next Time
If you miss your RMDs, you could face a hefty fine. Here are four ways to stay on top of your payments — and on the right side of the IRS.
By Evan T. Beach, CFP®, AWMA®
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What Really Happens in the First 30 Days After Someone Dies
The administrative requirements following a death move quickly. This is how to ensure your loved ones won't be plunged into chaos during a time of distress.
By Howard A. Enders
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AI-Powered Investing in 2026: How Algorithms Will Shape Your Portfolio
AI is becoming a standard investing tool, as it helps cut through the noise, personalize portfolios and manage risk. That said, human oversight remains essential. Here's how it all works.
By David Abraham
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How a Tax-Aware Long-Short Strategy Solved This Couple's $50,000 Capital Gains Problem
Large unrealized capital gains can create a serious tax headache for retirees with a successful portfolio. A tax-aware long-short strategy can help.
By Pam Krueger
