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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Will Your Retirement Plan Collapse Under These 5 Stresses?Retirement plans that are properly engineered have less chance of collapsing under the weight of increased longevity and other stresses. Will yours stand up?
By Stephen Schmitt
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Retirement Location, Location, Location: Can Florida Be Beaten?Many retirees have made Florida their home, but is it right for you? Where you choose to set up your retirement life means considering more than the weather.
By Chris Dixon, RFC®
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How Can a Professor Protect Herself From Demanding Students?Students wanted to reschedule a final exam, and when their professor cited a long-standing, universal rule, they muttered about filing a grievance. What's next?
By H. Dennis Beaver, Esq.
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Do's and Don'ts for the First Meeting With a Financial AdviserThe first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.
By John Jones, ChFC®, EA, BCP®
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How to Unlock the Value of Your Employee Stock OptionsEmployee stock options are a powerful wealth-building tool, but decisions about when to exercise them need to be strategic, especially when it comes to taxes.
By Kate Winget
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Why You Need to Start Your Social Security Claim 4 Months EarlyEven a perfect Social Security plan can fail if you hit a login wall, an ID check snag or a direct-deposit problem. Here's how to make sure that doesn't happen.
By Ray R. Harris, MBA, RSSA®
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3 Ways to Protect Family Wealth Like the Ultra-RichYou've done well if you've set up a basic estate plan, but don't stop there. You can now adopt the same principles the wealthy use to establish a legacy.
By Steven Bowles, CLU®
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Looking for Financial Advice? Start With This QuestionBefore you search for a financial professional, ask yourself what kind of financial advice you need. You'll then know where to look — and what fees to expect.
By David Bromelkamp
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Direct Energy Investing: Tax Advantages for High EarnersDirect energy investing offers unique tax benefits, although high-income households should carefully evaluate its risks, not just its tax treatment.
By Jay R. Young
