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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How to Maximize Your Generosity Before the 2026 Cap Kicks In
With the OBBB set to dramatically change charitable tax deductions in 2026, donors might want to consolidate gifts into 2025 to lock in current tax benefits.
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How to Make the Most of Your Charitable Giving on a Budget
Maximizing the charitable donations you plan to make this year can help your financial plan stay on track and help give the most to the causes you care about.
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3 Steps to See You and Your Heirs Through a Wealth Transfer
Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves.
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Pass the Turkey, and Then Let's Talk About Estate Plans
Thanksgiving could be a good time to let your family members know the details of your estate plan. Here's how you could get the conversation started.
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Unwrapping Your Estate Plan for Your Kids: The Best Gift
The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate plans and legacy.
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5 Ways to Teach Your Kids About Giving Back
Teaching kids generosity goes beyond simple rules and can involve fun, practical strategies, such as letting them lead giving, volunteering together and more.
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How You Can Use AI to Improve Your Finances
Apps can help with budgeting, saving and investing, financial coaching and debt management. But providing your personal information can also raise your risks.
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When Checkout Charity Gets Uncomfortable (Maybe Even Illegal)
Cashiers asking customers to 'round up' their total for charity can cross an ethical line if there's no disclosure about the benefiting organization.
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Find Free Money for College: Affluent Families Can Apply Too
Families can access scholarships, grants and incentives by strategically positioning their students in terms of merit, skills and timing.
