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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Take It From a Tax Expert: The True Measure of Your Retirement Readiness Isn't the Size of Your Nest Egg
A sizable nest egg is a good start, but your plan should include two to five years of basic expenses in conservative, liquid accounts as a buffer against market volatility, inflation and taxes.
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New Opportunity Zone Rules Triple Tax Benefits: Your Strategy
New IRS guidance just reshaped the opportunity zone landscape for 2027. Here's what high-net-worth investors need to know about the enhanced rural benefits.
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OBBB Ushers in a New Era of Energy Investing: What to Know
The new tax law has changed the energy investing landscape with expanded incentives and permanent tax benefits for oil and gas production.
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How Family Offices Can Build Resilience in a Volatile World
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.
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Should Your Brokerage Firm Be Your Bookie?
Some brokerage firms are promoting 'event contracts,' which are essentially yes-or-no wagers, blurring the lines between investing and gambling.
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Retail Strategy Creates a Pickpockets' Paradise in Supermarkets
Some stores regularly rearrange inventory with the aim of increasing purchases, and they're creating opportunities for thieves to steal from customers.
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Pros and Cons of Alternative Assets in Workplace Retirement Plans
While alternatives offer diversification and higher potential returns, including them in your workplace retirement plan would require careful consideration.
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If You're Within 10 Years of Retiring, Do This Today
Don't want to run out of money in retirement? You need a retirement plan that accounts for income, market risk, taxes and more. Don't regret putting it off.
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Five Keys to Retirement Happiness That Are Unrelated to Money
Consider how your housing needs will change, what you'll do with your time, maintaining social connections and keeping mentally and physically fit.
