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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Can a Roth Conversion Wait if You're 5-10 Years From Retiring?Are you five to 10 years from retirement and wondering if a Roth conversion can wait until then? Don't decide until you've tested these assumptions.
By Kyle Hammerschmidt, Investment Adviser
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Self-Funding Long-Term Care? That Could Be a Big MistakeUsing an IRA to cover significant long-term care costs could cause your taxes and Medicare premiums to rise, and leave your family facing some tough choices.
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
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6 Ways the Drawdown Phase Catches New Retirees By SurpriseYou've aced saving for retirement, but having to spend your money may come as a shock. This is what's likely to trip you up and how to adjust your habits.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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Should You Move to South Carolina or Just Vacation There?South Carolina's charms and property prices tempt many visitors to retire there. Here's what that will really be like, according to a local financial adviser.
By Brandon M. Cox, CFP®
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How Avoiding Probate Can Derail Your Estate PlanStrategies used to avoid probate can unintentionally override other parts of an estate plan. Here's how to ensure your loved ones receive assets as intended.
By Patrick M. Simasko, J.D.
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Memories Over Money: A Lesson in True WealthWhile financial security is important, the real secret to happiness is building a "memory balance sheet" of unforgettable experiences with the people you love.
By Evan T. Beach, CFP®, AWMA®
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Family Financial Planning Starts With CommunicationHow much do you know about your family's life insurance and financial planning? Talking about it will create clarity now, before it becomes urgent.
By Jared Nepa
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How US Citizens Can Buy Property in PortugalBuying a property in Portugal may be a good investment, but you'll need to jump through these legal, tax and administrative hoops before you get to call it home.
By Paul Stannard
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9 Questions to Ask a Financial Adviser (and Best Answers)Asking financial advisers the right questions upfront can help ensure they offer the transparency and behavioral discipline needed to protect your future.
By David Booth
