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 a 'Tax Bucket List' Can Help You Plan Your RetirementWhether you realize it or not, your money is sitting in three different tax “buckets.” To save on taxes throughout retirement, make sure to fill up your tax-free bucket. Here are two ways to do that.
By Justin Biance, Certified Estate Planner
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Should You Take Your Pension as a Lump Sum?The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Retirement Is Coming: Conquer It, 'Game of Thrones' StyleHopefully, life after work won't be a battle, but you'll need to be able to defend your position if old foes like inflation and volatile markets rise up against you.
By Michael B. Schwartz
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Why Does a Product Get Pricier Even When It Isn't in Demand?Several factors besides demand push up the prices of products you love. Understanding what's going on behind the scenes can help you decide what to buy and when.
By David Abraham
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3 Ways to Plan for the Soaring Cost of Long-Term CareIt's never too early to discuss how to pay for long-term care — and as May is Older Americans Month, let's do it now, so you can rest easy in your golden years.
By Tony Drake, CFP®, Investment Advisor Representative
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How an All-Asset Retirement Plan Reduces Investment RisksYou combine your housing wealth and lifetime annuities to help ensure that an average of three-quarters of your retirement income is not subject to market risk.
By Jerry Golden, Investment Adviser Representative
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Don't Get Ripped Off by an Extended-Warranty Auto ContractRead the contract first (and have it reviewed by a mechanic). Some third-party providers are selling coverage that might not be all that it's claimed to be.
By H. Dennis Beaver, Esq.
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2 Rules for Investors That Work Even if There's a Bear MarketYou can't control the markets, so focusing on two areas closer to home — your spending and asset allocation — is the more realistic route to financial stability.
By Bill Schultheis
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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
