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 a False Sense of Security Can Destroy Your Financial PlanEven the best financial plan can be derailed when we're too overwhelmed to follow the guidance it sets out, or worse, think we can always act on it tomorrow.
By Ronald “Skip” Skolnik
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Why Cash Balance Plans Aren't Gimmicks and Deserve AttentionCash balance plans are underused despite their potential to boost retirement savings and reduce tax liability for high earners. Time to give them another look.
By Omar A. Morillo, CFP®, ChFC®, AIF®
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How to Help Seniors Move to Electronic Social Security PaymentsElectronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.
By Martha Shedden, CRPC®, RSSA®
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I (Used to) Hate Annuities: Then I Looked at the MathIf you wrote off annuities in the past, you might be surprised to learn that higher interest rates and major product improvements have made them more effective
By Mike Decker, NSSA®
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7 Money Habits of Retirees Who Never Stress About SpendingRetirees can trade financial anxiety for peace of mind by adopting these practical habits that build on structure, flexibility and consistency.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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The Best Options for Giving Money to a Child in Your FamilyWant to save for a child's future? Here's a look at the most common account types for starting their nest egg, even if you don't know what they'll need at 18.
By Isaac Morris
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How Global Geopolitics Shape Oil and Gas InvestingInvestors should look at energy investing as a strategic asset class influenced by policy, security, infrastructure and capital discipline.
By Jay R. Young
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How Today's Couples Can Bridge the Financial Planning GapModern and LGBTQ+ partnerships are reshaping commitment, complexity and the need for more intentional financial planning structures.
By Anthea Tjuanakis Cox
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3 Life Events That Should Trigger an Estate Plan ReviewMajor life changes can make your estate plan outdated fast. Here are the three instances that should spur an update right away.
By Howard A. Enders
