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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How to Stop Second-Guessing Careful Financial DecisionsWhen financial choices never feel settled, the issue often isn't the plan itself, but how your priorities, emotions and mindset shape the way you stick with it.
By Frank J. Legan
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The Discipline You Can Apply to Your Portfolio to Save MoneyYou can help protect your retirement by focusing on the one factor you can control — the unexpected costs of investing. Here's what to consider.
By Matt Green, Investment Adviser Representative
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How to Protect Family Wealth By Letting Your Kids Mess UpDon't put off money conversations with your heirs. Financial education needs to start early, with hands-on opportunities to learn and make mistakes.
By Alvina Lo
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Sorry, Business Owners: Golf Cannot Be Your Sole Purpose in RetirementAfter a lifetime running a business, spending hours on the golf course, or any other hobby, sounds like a dream retirement. In reality, boredom will soon set in.
By Scott Snider
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You Might Get to Vote on Who OKs Your Insurance HikesCheck the record of your state's insurance commissioner and then vote in their next election (or on the governor, depending on how your commissioner is chosen).
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Where Do DIY Investors Stumble Without Professional Help?While most DIY investors focus on short-term portfolio performance, CFAs and CFPs specialize in long-term strategies that support your full financial picture.
By Sam Waltman, CFA®, CFP®, CEPA®
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Why the College-First Mindset Is Outdated and Failing Us AllCollege is no longer the safest route to job security. The sooner we change attitudes toward skilled labor and alternative career paths, the better for us all.
By Scott Laband
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Why the Best LGBTQ+ Charitable Giving Goes Beyond Pride MonthAs you celebrate Pride Month, consider how a commitment to year-round charitable giving can make all the difference to national and local LGBTQ+ groups.
By Mindy Neira, CFP®, ChSNC®
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Should You Work in Retirement or Work on Your Golf Swing?While many retirees keep a job for the social and physical benefits, many are working out of financial necessity. Is working in retirement right for you?
By Alan E. Becker, Investment Adviser
