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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A 1031 Exchange May Look Great on Paper, But It's Not Just About TaxesIf you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.
By Carl E. Sera, CMT
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Why a Sounding Board Is as Important as Hitting Your Savings GoalUnlike some retirees, you may not have had financial advice throughout your life to guide your decisions. But it isn't too late to benefit from it.
By Andrew Rosen, CFP®, CEP
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3 Ways to Avoid Falling Into a Tax Trap in RetirementYou may think you'll pay less in taxes once you retire, but taxable withdrawals and Social Security can keep your tax bill as high as it was during your career.
By Gary Knode, CF2
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AI Hacking Threats: Is Your Personal and Financial Data Safe?While AI can expose flaws in banking systems, your own use of AI can also expose you to risk. Find out how to stay safe as the digital world gets more complex.
By Shane W. Cummings, CFP®, AIF®
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The Truth About 'Top Producer' Financial AdvisorsJust because a financial pro is a celebrated "top producer" doesn't mean they're not simply a skilled salesperson whose compensation is tied to selling products.
By David Bromelkamp
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5 Things 50 Millionaires Wish They'd Known Before RetiringWho better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.
By Joyce Lamb
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Is a Roth Conversion Just Not That Into You? How To Tell It's Not a MatchSometimes a Roth conversion isn't right for you — or at least not right now. A financial adviser explains what you should consider before getting involved.
By Katie Woloshin Corsetto
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How to Handle a Raise Without Buying a Life You Can't AffordGetting a raise is the perfect time to focus on building wealth, but only if you do these things before your "new" money vanishes into a shinier lifestyle.
By Anthony Martin
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How to Save Some Moola as the Insurance Market ShiftsNow tough home and auto insurance markets are finally seeing new competition and looser guidelines, you should start shopping for a less-expensive policy.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
