Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
I (Used to) Hate Annuities: Then I Looked at the MathIf you wrote off annuities in the past, you might be surprised to learn that higher interest rates and major product improvements have made them more effective
By Mike Decker, NSSA®
-
7 Money Habits of Retirees Who Never Stress About SpendingRetirees can trade financial anxiety for peace of mind by adopting these practical habits that build on structure, flexibility and consistency.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
-
The Best Options for Giving Money to a Child in Your FamilyWant to save for a child's future? Here's a look at the most common account types for starting their nest egg, even if you don't know what they'll need at 18.
By Isaac Morris
-
How Global Geopolitics Shape Oil and Gas InvestingInvestors should look at energy investing as a strategic asset class influenced by policy, security, infrastructure and capital discipline.
By Jay R. Young
-
How Today's Couples Can Bridge the Financial Planning GapModern and LGBTQ+ partnerships are reshaping commitment, complexity and the need for more intentional financial planning structures.
By Anthea Tjuanakis Cox
-
3 Life Events That Should Trigger an Estate Plan ReviewMajor life changes can make your estate plan outdated fast. Here are the three instances that should spur an update right away.
By Howard A. Enders
-
Why 'Fiduciary' Does Not Always Mean What You Think It Means"Fiduciary" is sometimes used to blend legal obligations, professional ethics and marketing language into one trust-building slogan that could be misleading.
By David Bromelkamp
-
5 Tax-Saving Strategies That Can Lead to a Better RetirementAmericans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.
By Martin Schamis, CFP®
-
Why Your Next 1031 Exchange Decision Might Not Be About TaxesBefore rushing into your next property exchange, ask yourself if you want another investment or the freedom of a life beyond real estate management.
By Carl E. Sera, CMT
