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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Why Your Next 1031 Exchange Decision Might Not Be About TaxesBefore rushing into your next property exchange, ask yourself if you want another investment or the freedom of a life beyond real estate management.
By Carl E. Sera, CMT
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Do You Know How Working in Retirement Affects Your Benefits?Quiz How much do you know about the impact on Social Security, taxes and healthcare when you work past retirement age or decide to "unretire"?
By Charlotte Gorbold
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How Will Your Retirement Plan Today Address Long-Term Care?Do you know how you'll afford to age in place, help kids and grandkids now and after you pass and avoid making compromises on your healthcare?
By Jerry Golden, Investment Adviser Representative
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I Believe John Oliver Was Too Kind to 'Cash Now' PredatorsCurrent laws are largely ineffective at protecting accident victims from "fast cash" companies that buy structured settlements. Here's how to protect yourself.
By H. Dennis Beaver, Esq.
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Why Resilience Is the Defining Thread of Today's Small BusinessesBuilding resilience and making smart, long-term decisions throughout every stage of your business' lifecycle is what success is all about.
By Mark Valentino
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Do Your Financial Adviser's Fees Reflect Value or Growth?Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.
By Dr. Preston Cherry, CFP®
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How Roth Conversions Can Help Your Family Avoid an IRA Tax TrapYour spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.
By Craig Kirsner, Investment Adviser Representative
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The 3 Pillars You Need Before You Build Your Estate PlanEffective estate planning is built on proactive "life planning" that manages investments, taxes and long-term care so you're able to leave a lasting legacy.
By John Vandergriff
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Entrepreneurs are Missing This Wealth-Building OpportunityBusiness owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
By Bill Baynard
