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 OBBBA Tax Provisions Wealthy Families Should Act on Now
The estate tax was repealed in 2010, meaning billionaires could pass on their wealth tax-free. OBBBA tax provisions aren't that, but high-net-worth families should still act.
By Eric W. Bond
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What Money Lessons Are Your Kids Learning by Watching You?
Children are constantly absorbing financial lessons from their parents, and your behaviors shape how your children will manage their money as adults.
By Jodi Krausman, PhD, CPA, CFP®, ChFC®
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Earth Day Thoughts: Clean Energy Transition Hits Warp Speed
With crude oil near $100 a barrel and a global energy crisis, the financial case for clean energy has never been more actionable for everyday investors.
By Peter Krull, CSRIC®
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There's No Silver Bullet for Business Success — Just 4 Basic Principles
Business trends promising success will come and go — but leaders who stick to these four tried-and-trusted principles will help their companies go the distance.
By Gayle Jennings-O'Byrne
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Want to Map Out an Estate Plan? Find Your 'Legacy Tribe' First
Before you confirm any estate plans, look in the mirror — your philosophy on life will inform your legacy, and that will allow a meaningful plan to unfold.
By Feroz Ansari, CFP®
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We've Survived Bladder Cancer. Tough Love Isn't What We Need
Bladder cancer survivors and a therapist share the realities of living with a stoma and how relatives can support loved ones as they rebuild their identity.
By H. Dennis Beaver, Esq.
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Too Scared to Dive Into Annuities? Here's One Way to Dip Your Toe In
Along with CDs, fixed-rate annuities often pay more than money market funds and savings accounts. If you’re nervous about them, here’s one way to test the water.
By Ken Nuss
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5 Signs You're Living Someone Else's Definition of Success
Life is too short to settle for what someone else considers success. Studies show most of us want happiness most, so why not go for yours?
By Becca Pearce, MBA, CEPA
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This Critical Issue Could Cost Wealthy Families if No One Takes Control
As private equity consolidates the accounting industry, high-net-worth families with complex tax situations might want to set up centralized oversight.
By Kathleen Grace, CFP®, CIMA®, MPrA
