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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3 Reasons High Earners Should Revisit Their Financial PlansTechnology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.
By Michael Aloi, CFP®
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10 Years Before Retirement: Your Strategy Now May Be a RiskAs retirement approaches, you need to shift focus from simply saving money to creating a plan for reliable retirement income while also protecting your wealth.
By Cameron Burskey
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12 Month-by-Month Steps to Get Your Finances Back on TrackIt's surprisingly easy for our finances to go off the rails. This practical plan can help you regain control by taking one positive step every month.
By Anthony Martin
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Social Security Strategies for Couples With an Age GapThe Social Security decision for the higher earner in an age-gap marriage is tricky, as claiming age can determine a widowed spouse's income for years.
By Ray R. Harris, MBA, RSSA®
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How the Widow's Penalty Could Double Your Spouse's Tax BillThe widow's penalty is when losing a spouse triggers a huge financial hit. It's an unfortunate twist of the tax system, but the good news is you can plan for it.
By Kyle Hammerschmidt, Investment Adviser
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Travel Prices Heating Up: 4 Ways to Control Vacation CostsThe cost of summer vacations at home and abroad is higher this year, but that doesn't mean you have to miss out. These tips can help prevent lasting damage.
By Tony Drake, CFP®, Investment Advisor Representative
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Opportunity Zone 2.0 Designations: Your Governor's RoleWith governors redrawing the Opportunity Zone map for 2027-2036, investors who act now could shape where tax-advantaged capital flows for the next decade.
By Daniel Goodwin
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The Most Dangerous Words for Married Women: 'He Handles It'It makes sense for your husband to take care of finances while you look after the kids — right? Wrong. Here's why you need to get up to speed — fast.
By Tracy Byrnes, CDFA®
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How Business Owners Can Unlock Capital When the Bank Said NoBusiness owners often struggle to secure funding because they don't realize commercial lending is more flexible than traditional banks. Here are some options.
By Christopher Cornella
