Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
5 Things to Know About Taxes Before Moving to Portugal
Moving to Portugal might not be the clean financial break you expect due to U.S. tax obligations, foreign investment risks, lower investment yields and more.
-
Who Hates Taxes? The Best Time to Plan for Them Is Right Now
By creating a tax plan, you can keep more of what you've earned and give less to Uncle Sam. Here's how you can follow the rules and pay only your fair share.
-
'Smart' Estate Planning Can Cause Problems: Unraveling Myths
Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things up for your heirs.
-
Bubble-Wrapping Our Kids Robbed Them of Resilience. Now What?
By raising them to think they're amazing no matter what and lifting them over obstacles, we left them unprepared to work in the real world.
-
If You're a High Earner, You Need an 18-Month Safety Net
No job seems to be safe in this age of AI. If you make a larger-than-usual salary, then you need to have a larger-than-usual emergency fund. Here's why.
-
Teaching Moments for Your Child While Holiday Shopping
Now is a prime time to teach your child some financial literacy and consider focusing on experiences rather than spending hard-earned money on material gifts.
-
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.
-
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.
-
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.
