Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
Take Advantage of Retirement Tax Benefits While They Last
Recent tax changes, including an extra $6,000 deduction for those 65 and older, present a golden opportunity for retirees to reduce their tax bills.
-
Why Unmarried Same-Sex Couples Need an Estate Plan
When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital.
-
A Financial Planner's Guide to a Stress-Free Adventure Abroad
Start by looking at flight/accommodation costs, have a flexible schedule, seek out credit card rewards, prep for health issues and plan to cook your own food.
-
How Smart Women Can Plan for Financial Freedom After a Curveball
Proactive planning and professional guidance can help to build your confidence and give you clarity when you're navigating major life transitions.
-
Parents and Caregivers: Don't Miss Your Roth Conversion Window
Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a Roth account? Here's how it works.
-
Part-Time Retirement in Florida Could Negate Tax Breaks
Most folks know Florida is a tax-friendly state, but they might not know that part-time residents may not qualify, as our cautionary tale shows.
-
About Catch-Up Contributions for Higher Earners in 457(b)s
Government 457(b) plans are about to get more complex as new Roth catch-up requirements come into force. Here's how to prepare for the changes.
-
Why Commitment, Not Perfection, Drives Financial Success
Meeting your goals is more likely if you stick to your strategy despite market volatility and scary headlines. Consistency makes a difference.
-
Why Now Is the Time for Investors to Look Abroad
Extreme U.S. market concentration has made international equities not just a diversification play, but a timely opportunity.
