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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The Best Time to Talk to Aging Parents About Money and CareTalking to your retired parents about finances and healthcare isn't a sign you don't trust them. It's how you help them stay in control for as long as possible.
By Alvina Lo
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How to Adopt a Laddered Approach to Investing for RetirementA laddered investing strategy, where you draw from some accounts while allowing others to grow over time, can help support you over a lengthy retirement.
By Michael B. Schwartz
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Are You Eligible for the 2027 Federal Saver's Match?If you qualify for the Saver's Match, the government will match your retirement contributions up to 50% of your first $2,000 in savings.
By Jason Bernat
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5 Steps to Take if a Loved One Shows Cognitive DeclineWhile medical treatment is the correct first impulse, your loved one will also need help with finances. It's best to have a discussion before symptoms begin.
By Kate Nottoli, Certified Dementia Practitioner® (CDP®)
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How Life Insurance Trusts (ILITs) Protect WealthPlacing million-dollar life insurance inside an irrevocable life insurance trust creates a layer of protection against estate tax and other family wealth risks.
By Jonathan Davis, CFP®
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How to Prepare Heirs for Family Wealth TransferFamilies should prepare heirs not just to receive assets, but to take on the knowledge, decisions and responsibilities that come with them.
By Allison K. Pfeifle, Esq.
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The Questions AI Fails to Ask You Can Cost YouAI might give you new tools to crunch the numbers, but just like fancy golf clubs can't fix a bad swing, smart tech can't replace a sound financial strategy.
By Mark Clark, CFP®, CKA®
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Why I Love Roth IRAs and Roth ConversionsRoth IRAs truly are a gift from the government. Here's why you should take advantage of them while tax rates are at historic lows.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Why 'We Could Have Been Killed!' Doesn't Mean You Can SueA couple wanted to sue an auto dealership for a negligent repair they said could have proved fatal. Their claim had no legal basis. Then it took a darker turn.
By H. Dennis Beaver, Esq.
