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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Charitable Giving Just Got Easier, But Also a Little Harder
The OBBB shakes up charitable deductions with a little help for non-itemizers and a new challenge for itemizers this holiday season.
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This HECM-QLAC Power Move Can Unlock Your Retirement Income
Combining a qualified longevity annuity contract (QLAC) with a home equity conversion mortgage (HECM) can significantly boost your retirement income and more.
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Coast FI Planning: High Earners' Secret Retirement Weapon
A subset of the FIRE movement, Coast FI can help executives figure out whether their investments are enough to 'coast' so they can retire early and comfortably.
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Fish and Chips? More Like Fish and a Side of Customer Anger
You expect chips — French fries, actually — to come with your order of fish and chips? Think again. This restaurant seemed to be violating truth-in-menu laws.
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The Strategy You Need to Beat Inflation and Build Wealth
If you want to build long-term wealth, there's a tried-and-trusted strategy, and it starts with recognizing the inflation-busting power of equities.
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I'm a Credit Union CEO: What We Do to Earn Members' Trust
What people want most from their financial institutions is a financial partner that listens, responds and acts with their best interests at heart.
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How to Keep Your Business on Track, From the Authors of 'Hone'
Business owners like this chef could learn valuable lessons from 'Hone,' including how caving in to pressure to quickly expand could lead to business 'drift.'
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Your Expert Four-Step Guide to True Financial Freedom
Yes, you can achieve financial independence, even if it seems elusive. While it may not be an easy journey, these are the steps to get things rolling.
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The Private Annuity Sale: A Smart Way to Reduce Estate Taxes
In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity.
