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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Seven Moves for High-Net-Worth People Before End of 2025
It's time to focus on how they can potentially reduce their taxes, align their finances with family goals and build their financial confidence for the new year.
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I'm a CFP: These Are the Seven Tiers of Retirement Well-Being
Let's apply Maslow's hierarchy of needs to financial planning to create a guide for ranking financial priorities.
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Why More Americans Are Redefining Retirement, Just Like I Did
Retirement readiness requires more than just money. You have a lot of decisions to make about what kind of life you want to live and how to make it happen.
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A Compelling Case for Why Property Investing Reigns Supreme
Investment data show real estate's superior risk-adjusted returns and unprecedented tax advantages through strategies like 1031 exchanges and opportunity zones.
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Retired? How to Drop the Guilt and Spend Your Nest Egg
Transitioning from a lifetime of diligent saving to enjoying your wealth in retirement tends to be riddled with guilt, but it doesn't have to be that way.
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Separate the Pros and Pretenders: Do You Have a Great Adviser?
Do you leave meetings with your financial adviser feeling as though you've been bulldozed into decisions or you're unsure of what you're paying for?
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Shutdown Freezes Federal Flood Insurance, Impacting Homeowners and Buyers
FEMA's National Flood Insurance Program is unavailable for new customers, increased coverage or renewals during the government shutdown.
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Five Downsides of Dividend Investing for Retirees
Can you rely on dividend-paying stocks for retirement income? You'd have to be extremely wealthy — and even then, the downsides could be considerable.
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To Keep Your Retirement on Track, Control These Three Levers
Think of investing in terms of time, savings and risk. By carefully monitoring all three, you'll keep your retirement plans heading in the right direction.
