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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5 Signs You're Living Someone Else's Definition of Success
Life is too short to settle for what someone else considers success. Studies show most of us want happiness most, so why not go for yours?
By Becca Pearce, MBA, CEPA
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This Critical Issue Could Cost Wealthy Families if No One Takes Control
As private equity consolidates the accounting industry, high-net-worth families with complex tax situations might want to set up centralized oversight.
By Kathleen Grace, CFP®, CIMA®, MPrA
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When Managing Your Wealth Feels Like a Pain, Simplify
Multiple accounts, inherited assets and life transitions can make finances harder to manage when you retire. Simplifying what you have is a smart move.
By Frank J. Legan
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This Counterintuitive Tax Move Could Save You (and Your Heirs) Thousands
Tax planning is a year-round effort that uses strategies like Roth conversions to reduce future bills, even if it means moving into a higher bracket temporarily.
By Jay Sharifi
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The Retirement Spending Mistake Even Careful Savers Make (and How to Fix It)
Playing it too safe could mean trips not taken, educations not funded, life not enjoyed. Don't abandon caution — just build contingency plans for your portfolio.
By Patrick Payne, Ph.D., CFP®
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This Proactive Tax Strategy Maximizes What You Actually Keep After Taxes
Integrating investment management and tax planning can make a big difference in the taxes you pay, especially during major financial events.
By Omar A. Morillo, CFP®, ChFC®, AIF®
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Couples Say This One Thing Justifies Divorce (and It's Not Infidelity)
An open conversation between you and your partner about finances can help save you from the biggest argument couples have: money.
By Tony Drake, CFP®, Investment Advisor Representative
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How Football and Annuities Can Defend Against Risk in Retirement
Football can teach retirement investors a lot about managing risk. And if predictions of a markets slump are accurate, one strategy will be particularly useful.
By Phil Simonides, CFP®
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Why a Trump Account Might Fit the Financial Strategy for Your Newborn
From July, Trump Accounts will offer a potential $1,000 federal grant for children born in 2025 through 2028. There are some limits and unknowns, though.
By Martin Schamis, CFP®
