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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Annuities Can Have Tax Side Effects: Here's the AntidoteIf you hold money in a non-qualified annuity, the IRS will eventually come calling for its share of any gains. It pays to explore tax efficiency ahead of time.
By Darrick Priester
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Retirement Won't Make You as Happy as You Expect: Here's WhyHeard of the hedonic treadmill? It's the reason why feelings of happiness can be short-lived. How you manage it can be the key to a successful retirement.
By Andrew Rosen, CFP®, CEP
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Why Longevity Could Be Your Greatest Asset in RetirementTo ensure a fulfilling retirement, view longevity as an opportunity and maintain a balanced portfolio that accepts some risk while planning for substantial costs.
By Jay Sharifi
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Why 60/40 Portfolios Are Too Risky for Wealthy InvestorsThe 60/40 split could leave substantial portfolios exposed if stocks and bonds decline simultaneously. Accredited investors must take a new approach.
By Chris Wootton, ChFC®
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How High Earners Can Get Through the Income Tax MazeIncome tax rules are more complex than ever, even more so for those earning between $150,000 and $500,000. The solution? Active and intentional tax management.
By Scott Noble, CPA/PFS
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How to Work Out How Much Money You Really Need in RetirementRather than fixating on a savings goal, pre-retirees should focus on building an income strategy that accounts for actual expenses and can adapt to changes.
By Chris Cohan, ChFC, RMA
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How Multi-Year Guarantee Annuities Stack up vs Bonds and CDsMulti-year guarantee annuities can outperform bonds and bank CDs — but before you buy, here's how they work.
By Ken Nuss
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5 Strategies to Help You Manage Concentrated Company StockIt can be hard to divest yourself of shares in a company that has helped you build substantial wealth. Here's how to gradually reduce your risk and diversify.
By Austin Krewson, CFP®, BFA™
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How Trusts Can Add Extra Protection When a Will Isn't EnoughEstate plans don't need to be complicated, but trusts can help when your family needs protection and your will and beneficiary designations aren't quite enough.
By Jared J. Madison, Esq.
