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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I Wrote About Retirement for 30 Years, But I'm Still Not PreparedThe financial transition was familiar. The emotional transition caught me by surprise.
By Phil Wright, Certified Fund Specialist
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Financial Priorities Decade-by-Decade: An Expert Guide for Your 30s to 60sThis practical guide can help you manage money as you age, from emergency funds and retirement savings to healthcare, taxes and long-term planning.
By Anthony Martin
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What's the Real Secret to Life, Liberty and Happiness?Money will only get you so far in the pursuit of happiness. Find out how to make the shift from accumulating wealth to living a life that brings you real joy.
By Lawrence Sprung, CFP®, CEPA®
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If AI Is Doing More of the Work, What Are You Paying Your Financial Adviser For?It's crucial to understand whether your adviser is using AI to enhance your personal experience without sacrificing the human judgment you're paying for.
By Pam Krueger
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Infrastructure Is the AI Investment Nobody Talks AboutAI data centers will rely on existing infrastructure to meet their electricity demand. That creates an interesting opportunity for forward-thinking investors.
By Michael Joseph, CFA
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Your Gen Z Kid is Financially Scared: Here's What HelpsYoung people face a barrage of unhelpful information about work and money, making them worried and skewing their perceptions of wealth. What can help?
By Marguerite Weese, JD, LL.M.
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How to Strengthen Your Charitable Impact and LegacyIf you want to use an inheritance to create a charitable legacy, how can you ensure younger generations will carry your wishes forward?
By Mark Froehlich, CPA, MBA
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Leave a Legacy to Your Loved Ones and Keep Probate Out of ItPutting the right documents in place for your loved ones now can shield them from the stress and legal hurdles of dealing with your estate later.
By J. Burke "J.B." Howard
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Market Volatility Tests Investors' Nerves: Are You Passing?Market downturns don't just trigger a dip in your account balance — they test your emotional resolve. Having a well-built strategy can help you stay the course.
By Kelly LaVigne, J.D.
