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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4 Smart Ways Retirees Can Give More to Charity
For retirees, tax efficiency and charitable giving should go hand in hand. After all, why not maximize your gifts and minimize the amount that goes to the IRS?
By John Aarhus, Investment Adviser Representative (IAR)
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If You Do One Boring Task Before Year-End, Make It This One
Who wants to check insurance policies when there's fun to be had? Still, making sure everything is up to date (coverage and deductibles) can save you a ton.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Year-End Retirement Tax Planning Actions if You Have $1 Million or More
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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3 Year-End Tax Strategies for Retirees With $2M to $10M
To avoid the OBBB messing up your whole tax strategy, get your Roth conversions and charitable bunching done by year's end.
By Evan T. Beach, CFP®, AWMA®
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'Politics' Is a Dirty Word for Some Advisers: That's Not Cool
Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
By Maggie Kulyk, CRPC®, CSRIC™
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To Move Abroad, Choose an Adviser Who Sees Both Sides of the Border
Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.
By Alex Ingrim, Chartered MCSI
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How to Prevent Inflation From Eating Your Savings
retirement Instead of letting your cash sit idle in low-return accounts, consider putting it to work in growth-oriented investments to protect your long-term buying power.
By Charles Dzama, Investment Adviser Representative
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This Tax Trap Costs High Earners Thousands Each Year
Mutual funds in taxable accounts can quietly erode your returns. More efficient tools, such as ETFs and direct indexing, can help improve after-tax returns.
By Joshua Taffer, CEPA, CPWA®
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A Financial Adviser's Guide to Finalizing Your Divorce
After signing the divorce agreement, you'll need to tackle the administrative work that will allow you to start over.
By Tracy Byrnes, CDFA®
