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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The Key to Enjoying Retirement With Confidence
A resilient retirement plan is a flexible framework that addresses income, health care, taxes and investments. And that means you should review it regularly.
By Chris Wootton, ChFC®
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Rigid Money Rules Don't Help When Life Throws You Curveballs
Some rules are too rigid for real life. A values-based philosophy is a more flexible approach that helps you retain confidence — whatever life throws at you.
By Marcia Dawood
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Your 'Buy and Hold' Retirement Strategy Needs an Update Now
Once you're retired, your focus should shift from maximum growth to strategic preservation and purposeful planning to help safeguard your wealth.
By Steven Kao, MBA, CAIA
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Why a Good Legacy Plan Covers Values, Not Just Valuables
Legacy planning integrates your values and stories with legal and tax strategies to ensure your influence benefits loved ones and good causes after you're gone.
By Myles J. McHale, Jr. AIF®, CRPP®
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Will Real Estate and Private Equity Shine Again in 2026?
Real estate, private equity and general partner stakes could benefit from future interest rate cuts. What are the risks and rewards of investing in each?
By Joseph W. Spada, CFP®
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Your Retirement Age Is Just a Number: Today's Retirement Goal Is 'Work Optional'
Becoming "work optional" is about control — of your time, your choices and your future. This seven-step guide from a financial planner can help you get there.
By Philip G. Palumbo, CFP®
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Have You Fallen Into the High-Earning Trap? This Is How to Escape
High income is a gift, but it can pull you into higher spending, undisciplined investing and overreliance on future earnings. These actionable steps will help you escape the trap.
By Anthony Martin
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3 Questions to Help You Navigate a Noisy Year With Financial Clarity
The key is to resist focusing only on the markets. Instead, when making financial decisions, think about your values and what matters the most to you.
By Frank J. Legan
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Paying for Long-Term Care: Myths vs Uncomfortable Truths
None of us wants to think we'll need long-term care when we get older, but the odds are roughly even that we will. Which is all the more reason to understand the realities of LTC and how to pay for it.
By Ethan Robertson
