Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
A Financial Book That Won't Put Your Young Adult to Sleep
"Wealth Your Way" by Cosmo DeStefano offers a highly accessible guide for young adults and their parents on building wealth through simple, consistent habits.
By H. Dennis Beaver, Esq.
-
How Advisers Can Help Clients Deal With Global Uncertainty
How can advisers reassure clients nervous about their plans in an increasingly complex and rapidly changing world? This conversational framework provides the key.
By Ben Sullivan, CFA®, CFP®
-
How to Use 1031 Exchanges to Build Your Real Estate Empire
Small rental properties can be excellent investments, but you can use 1031 exchanges to transition to commercial real estate for bigger wealth-building.
By Daniel Goodwin
-
The Roth Conversion Bandwagon is Rolling: Should You Jump On?
Roth conversions are all the rage, but what works well for one household can cause financial strain for another. This is what you should consider before moving ahead.
By Steven L. Rich, RICP®, CLTC®, NSSA®, CF2
-
Retirement Planning: The 8 Steps That Lead to Fulfillment
Retirement planning is less about hitting a "magic number" and more about an intentional journey — from understanding your relationship with money to preparing for your final legacy.
By Jamie P. Hopkins, Esq., LLM, CFP®
-
5 Mistakes to Avoid in the 5 Years Before You Retire
When retirement is in reach, financial planning gets serious — and there's a heightened risk of making serious mistakes, too. Here are five common slipups.
By Evan T. Beach, CFP®, AWMA®
-
How to Structure Retirement Savings for Stress-Free Cash Flow
Dividing funds into a safety bucket, an income bucket and a growth bucket can help to cover immediate expenses, manage cash flow and promote growth.
By Ayden Hanes, CFP®, ChFC®
-
Your Most Overlooked Retirement Investment: Doing Nothing
When you take the time to rest and breathe, your brain starts to focus on what matters most in your new stage of life.
By Andrew Rosen, CFP®, CEP
-
How Annuities Can Help if Markets Cause You Restless Nights
If you find market volatility too stressful, buying annuities that provide stability and protect your principal could help you rest easier. Here's what to consider.
By Zachariah Hammel
