Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
How to Minimize the Damage of Bad Market Timing at Retirement
Poor investment returns early in retirement on top of withdrawals can quickly drain your savings. The ideal plan helps prevent having to sell assets at a loss.
By Tommy Snyder
-
'You Owe Me a Refund': Readers Challenge Attorneys' Bills
The article about lawyers billing clients for hours of work that AI did in seconds generated quite a response. One law firm even called a staff meeting.
By H. Dennis Beaver, Esq.
-
7 Ways to Kick Off an Estate Planning Talk With Your Parents
It can be hard for aging parents to discuss estate plans — and for adult kids to broach the topic. Here are seven questions to get the conversation started
By Dr. Kim Hall, CFP®
-
4 Reasons Why the Dollar Remains the World Heavyweight
The dollar may have taken a beating lately, but it's unlikely to be overtaken as the leading reserve currency any time soon. What's behind its staying power?
By Feroz Ansari, CFP®
-
Inheriting Wealth: 4 Mistakes That Could Cost You Everything
Gen X and Millennials are expected to receive trillions of dollars in inheritance. Unless it's managed properly, the money could slip through their fingers.
By Chris Dixon, RFC®
-
'The Money Prism' Solves Retirement Money's Biggest Headache
This simple, three-zone system (Blue for bills, Green for paycheck, Red for growth) helps you organize your retirement savings by purpose and time.
By Andrew Whalen
-
No, AI Can't Plan Your Retirement: This Adviser Explains Why
AI has infinite uses. But creating an accurate retirement strategy based on your unique goals is one place where its possibilities seem lacking.
By Alan E. Becker, Investment Adviser
-
60/40 Portfolios: Why a Cookie-Cutter Approach Can Cost You
Choosing a personalized retirement investment plan, rather than relying on the 60/40 portfolio, could help protect your savings and ensure long-term growth.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
Are You Winging Your Retirement Plan? Tips to Help With That
If you have no strategy tying together your accounts or haven't modeled scenarios to make sure your savings will last, then your plan is probably inefficient.
By Dylan Warfield
