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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Why 'Exclusive Opportunities' Can Be Bad Financial MovesPrivate credit funds, real estate deals, hedge funds and venture capital allocations aren't available to everyone, but can also carry extra costs and risks.
By Kevin Caldwell
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How Philanthropy Can Ensure AI Serves People, Not ProfitsPhilanthropists can help ensure AI prioritizes the greater good by funding research, strengthening nonprofit infrastructure and teaming up with other donors.
By Julia Chu
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Why the Key Question in Retirement Planning Isn't About MoneyToday's retirement planning has a fundamental flaw: It focuses on how much money you need while ignoring the more important question — what you'll do with it.
By Richard P. Himmer, PhD
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7 Financial Steps to Take Before You File for a Gray DivorceContemplating a gray divorce? Before calling in the lawyers, take time to understand your financial situation and the impact of dividing assets later in life.
By David Abraham
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Annuities Can Have Tax Side Effects: Here's the AntidoteIf you hold money in a non-qualified annuity, the IRS will eventually come calling for its share of any gains. It pays to explore tax efficiency ahead of time.
By Darrick Priester
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Retirement Won't Make You as Happy as You Expect: Here's WhyHeard of the hedonic treadmill? It's the reason why feelings of happiness can be short-lived. How you manage it can be the key to a successful retirement.
By Andrew Rosen, CFP®, CEP
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Why Longevity Could Be Your Greatest Asset in RetirementTo ensure a fulfilling retirement, view longevity as an opportunity and maintain a balanced portfolio that accepts some risk while planning for substantial costs.
By Jay Sharifi
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Why 60/40 Portfolios Are Too Risky for Wealthy InvestorsThe 60/40 split could leave substantial portfolios exposed if stocks and bonds decline simultaneously. Accredited investors must take a new approach.
By Chris Wootton, ChFC®
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How High Earners Can Get Through the Income Tax MazeIncome tax rules are more complex than ever, even more so for those earning between $150,000 and $500,000. The solution? Active and intentional tax management.
By Scott Noble, CPA/PFS
