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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Now Is the Time to Start Designing Your 2027 Retirement
This is when you should be shifting your focus from growing your portfolio to designing an income and tax strategy that aligns your resources with your purpose.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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Reduce Stress With a Layered Approach for Your Retirement Money
To be confident about retirement, consider building a safety net by dividing assets into distinct layers and establishing a regular review process. Here's how.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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4 Estate Planning Documents Every High-Net-Worth Family Needs
The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.
By Howard A. Enders
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Love and Legacy: What Couples Rarely Talk About (But Should)
Couples who talk openly about finances, including estate planning, are more likely to head into retirement joyfully. How can you get the conversation going?
By Lawrence Sprung, CFP®, CEPA®
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How to Get the Fair Value for Your Shares in This Situation
When a sale of substantially all corporate assets is approved by majority vote, shareholders on the losing side of the vote should understand their rights.
By Lan Kennedy-Davis
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How to Add a Pet Trust to Your Estate Plan
Adding a pet trust to your estate plan can ensure your pets are properly looked after when you're no longer able to care for them. This is how to go about it.
By Adam Frank
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Avoid Leaving Chaos in Your Wake: Keep an Updated Estate Plan
An outdated or incomplete estate plan could cause confusion for those handling your affairs at a difficult time. This guide highlights what to update and when.
By Leslie Gillin Bohner
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Why I Became an Advocate for Fee-Only Financial Advice
Can financial advisers who earn commissions on product sales give clients the best advice? For one professional, changing track was the clear choice.
By David Bromelkamp
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I Met With 100-Plus Advisers to Develop This AI Road Map
For financial advisers eager to embrace AI but unsure where to start, this road map will help you integrate the right tools and safeguards into your work.
By Lauren Wilkinson
