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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5 Steps to Take if a Loved One Shows Cognitive DeclineWhile medical treatment is the correct first impulse, your loved one will also need help with finances. It's best to have a discussion before symptoms begin.
By Kate Nottoli, Certified Dementia Practitioner® (CDP®)
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How Life Insurance Trusts (ILITs) Protect WealthPlacing million-dollar life insurance inside an irrevocable life insurance trust creates a layer of protection against estate tax and other family wealth risks.
By Jonathan Davis, CFP®
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How to Prepare Heirs for Family Wealth TransferFamilies should prepare heirs not just to receive assets, but to take on the knowledge, decisions and responsibilities that come with them.
By Allison K. Pfeifle, Esq.
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The Questions AI Fails to Ask You Can Cost YouAI might give you new tools to crunch the numbers, but just like fancy golf clubs can't fix a bad swing, smart tech can't replace a sound financial strategy.
By Mark Clark, CFP®, CKA®
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Why I Love Roth IRAs and Roth ConversionsRoth IRAs truly are a gift from the government. Here's why you should take advantage of them while tax rates are at historic lows.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Why 'We Could Have Been Killed!' Doesn't Mean You Can SueA couple wanted to sue an auto dealership for a negligent repair they said could have proved fatal. Their claim had no legal basis. Then it took a darker turn.
By H. Dennis Beaver, Esq.
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5 Costly Inherited IRA Mistakes That Drain Your AccountWhether you're leaving your heirs an IRA or expect to inherit one, understanding withdrawal rules now will help ensure the IRS doesn't get a generous share.
By Eric W. Bond
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How to Grow Your Business During Economic UncertaintyGrowth-minded companies shouldn't wait for the economy to improve before going ahead with plans to expand. The real risk to the business is doing nothing.
By Gayle Jennings-O'Byrne
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Cash Balance Plans & 401(k)s for Business OwnersMost business owners stop at a 401(k), but you have other valuable pre-tax options, including cash balance plans. Just be sure to act before December 31.
By Mitchell Monson, CEP®
