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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The Referral Revolution: How to Grow Your Business With Trust
You can attract ideal clients by focusing on value and leveraging your current relationships to create a referral-based practice.
By Matt Neuman
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This Is How You Can Land a Job You'll Love
"Work How You Are Wired" leads job seekers on a journey of self-discovery that could help them snag the job of their dreams.
By H. Dennis Beaver, Esq.
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65 or Older? Cut Your Tax Bill Before the Clock Runs Out
Thanks to the OBBBA, you may be able to trim your tax bill by as much as $14,000. But you'll need to act soon, as not all of the provisions are permanent.
By Spencer Ford
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Selling Your Business? Start Planning Two Years in Advance
Way before selling your business, you can align tax strategy, estate planning, family priorities and investment decisions to create flexibility.
By Elizabeth Pappas, CPA
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The $300,000 Social Security Decision You Could Get Wrong
Deciding when to claim Social Security is a complex, high-stakes decision that shouldn't be based on fear or simple break-even math.
By Brian Teets, IAR, MBA
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4 Ways Washington Could Put Your Retirement at Risk
Legislative changes, such as shifting tax brackets or altering retirement account rules, could affect your nest egg, so it'd be prudent to prepare. Here's how.
By J. Burke "J.B." Howard
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2026's Tax Trifecta: Expert Guide to Rural OZs (With Calendar)
Real estate investors can triple their tax step-up with rural opportunity zones this year. This month-by-month action plan will ensure you meet the deadlines.
By Daniel Goodwin
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Is Your Retirement Plan Built for 2026 — or Stuck in 2006?
It's time to move away from the 4% rule and the 60/40 portfolio to an adaptable, tax-diversified strategy focused on reliable income and longevity.
By Christopher C. Giambrone, CFP®, AIF®
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Filed for Social Security Too Soon? 2 Ways to Get a Do-Over
If you've claimed Social Security too soon, two SSA rules allow a do-over. But be warned: Using them clumsily can lead to surprise repayments or lost benefits.
By Martha Shedden, CRPC®, RSSA®
