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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Trump Accounts Are a Great Start, But They Could Be Better
Trump accounts are a sound enough idea, except that future withdrawals will be taxable. One solution would be to give them a Roth-style tax-free structure.
By Adam Bergman
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Q1 2026 Post-Mortem: Spring Warms as Markets Cool
GreenRock Advisory founder Prem Patel shares his take on how markets performed in the first quarter and what investors should keep in mind for what comes next.
By Prem Patel, MBA, IAR
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How to Sell Your Business Without Losing the Family
Don't wait until health or burnout forces you to make succession decisions under pressure, especially if you don't plan to pass your business to a family member.
By Lawrence Sprung, CFP®, CEPA®
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9 Financially Savvy Tips for a Guilt-Free Vacation
Ditch the guilt part of your trip by intentionally budgeting, defining your own dream getaway and ensuring your financial and legal documents are in order.
By Mary Ware, CFP®, CIMA®, CDFA®
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Don't Let Low Tax Rates Lull You Into the Torpedo Zone
The Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.
By Ray R. Harris, MBA, RSSA®
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Don't Defer Retirement if You're a Landlord, Defer Taxes
A millionaire couple spent 30 years building a real estate empire — and nearly handed a million dollars of it to the IRS before discovering an exit strategy.
By Daniel Goodwin
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Income and Life Expectancy Not Adding Up? Consider An Annuity
Increasing longevity means you could outlive the money you've saved for retirement. Social Security may not bridge the gap, but an income annuity could help.
By Ken Nuss
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Best States for Trusts: How to Choose a 'Trust-Worthy' One
To minimize taxes, protect assets and give you and your beneficiaries greater control, eight states stand above the rest when it comes to trust laws.
By Martin Baker, CFP®, CEPA®
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Is Your Portfolio Overweight? How to Rebalance and Diversify
There are several kinds of overweighting risks to watch out for, and a simple rebalancing doesn't always fix the problem.
By David Jaeger, CFP®
