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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Is Fear Blocking Your Desire to Retire Abroad? What to Know
Careful planning encompassing location, income, health care and visa paperwork can make it all manageable. A financial planner lays it all out.
By Stephen B. Dunbar III, JD, CLU
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The Retirement Income Trinity: Cash Flow, Longevity and Tax
Retirement income planning is essential for your peace of mind — it can help you maintain your lifestyle and ease your worries that you'll run out of money.
By John McKean, CFP®
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Why Delaying an Insurance Claim Could Cost You
The longer you wait to file an insurance claim, the bigger the problem could get — and the more leverage you're giving your insurer to deny it.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Is a Cash Balance Plan Your Key to a Wealthy Retirement?
Cash balance plans have plenty of benefits for small-business owners. For starters, they can supercharge retirement savings and slash taxes. Should you opt in?
By Megan Clark, Investment Adviser Representative
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7 Retirement Planning Trends: What They Mean for You in 2026
From government shutdowns to market swings, the past 12 months have been nothing if not eventful. The key trends can help you improve your own financial plan.
By Mike Dullaghan, AIF®
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What Defines Wealth? A Christmas Tale of Legacy vs Possession
The tale of Good King Wenceslas shows that true wealth is built through generosity, relationships and the courage to act kindly no matter what.
By Richard P. Himmer, PhD
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5 Moves to Ensure the Markets Work Hard for You in 2026
After a strong 2025 in the stock market, be strategic by rebalancing, re-investing with a clear purpose and keeping a disciplined focus on your long-term goals.
By Jimmy Lee, IAR
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Introducing Your CD's Edgier Cousin: The Market-Linked CD
Traditional CDs are a safe option for savers, but they don't always beat inflation. Should you try their counterparts, market-linked CDs, for better returns?
By William Skillender
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How to Protect Yourself and Others From a Troubled Adult Child
This case of a violent adult son whose parents are in denial is an example of the extreme risks some parents face if they neglect essential safety precautions.
By H. Dennis Beaver, Esq.
