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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A 4-Step Anxiety-Reducing Retirement Road Map
This helpful process covers everything from assessing your current finances and risks to implementing and managing your personalized retirement income plan.
By Robert Szigeti
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The $183,000 RMD Shock: Why Roth Conversions Can Be Risky
Converting retirement funds to a Roth is a smart strategy for many, but the older you are, the less time you have to recover the tax bite from the conversion.
By Mark Kennedy
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A Financial Pro Breaks Retirement Planning Into 5 Easy Pieces
This retirement plan focuses on five key areas — income generation, tax management, asset withdrawals, planning for big expenses and health care, and legacy.
By J. Burke "J.B." Howard
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Financial To-Dos to Finish 2025 Strong and Start 2026 Stronger
Don't overlook these important year-end check-ins. Missed opportunities and avoidable mistakes could end up costing you if you're not paying attention.
By Leila Evans, CFP®
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Are You Putting Yourself Last? The Cost Could Be Your Retirement
If you're part of the sandwich generation, it's critical that you don't let the needs of your aging parents come at the expense of your future.
By Kelly LaVigne, J.D.
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Time to Prepare for Disasters Like They Could Happen to You
You can no longer have the mindset that "that won't happen here." Because it absolutely could. As we head into 2026, consider making a disaster plan.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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How Women Will Lead a New Era in Charitable Giving
Women will soon be in charge of trillions in charitable capital, through divorce, inheritance and their own investments. Here's how to use your share for good.
By Julia Chu
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5 Smart Things to Do With Your Year-End Bonus
After you indulge your urge to splurge on a treat, consider doing adult things with the extra cash, like paying down debt, but also setting up a "fun fund."
By Kelli Kiemle, AIF®
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Gen X Investors: Protect Your Portfolio From an AI Bubble
Amid talk of an AI bubble, what's the best course of action for investors in their 50s and 60s, whose retirement savings are at risk from major market declines?
By Pam Krueger
