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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Step Off the 1031 Exchange Treadmill With Mineral RightsMineral rights offer deeded ownership with no tenants, monthly royalty income with no operating costs, a stepped-up basis for heirs and more.
By Alan Stalcup
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How to Hire the Right Financial Expert, Not a SalespersonOne of your most important financial decisions is who you trust for advice. Your best bet is a fee-only professional legally committed to your best interests.
By David Bromelkamp
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5 Financial Planning Secrets of MillionairesYou might be surprised: Most millionaires don't feel rich. But you might if you adopt these five key habits that could help you reach millionaire status.
By Michael Robustelli, ChFC®, CASL®, CLU®
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5 Years Until Retirement? Start Refining Your Income Plan NowYou'll likely be earning the most in the last few years of your career. That's when to start planning how to generate income over 20 to 30 years of retirement.
By Ayden Hanes, CFP®, ChFC®
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Will the New IRA Program Help Americans Save for Retirement?A new IRA marketplace will have the goal of encouraging more Americans to save for retirement, as well as offering a $1,000 contribution to those who enroll.
By Romi Savova
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Did You Max Out Your 401(k)? Here's How That Could BackfireWhat looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster.
By Christopher C. Giambrone, CFP®, AIF®
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How Your Kids' Tax Bracket Can Wipe Out Your Capital GainsWant to give your kids a home down payment? Want to help cover daycare expenses? Instead of writing them a check, transfer appreciated stock into their account.
By Evan T. Beach, CFP®, AWMA®
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The Best Gift You Can Leave Your Family Is Organized FinancesWe owe it to our loved ones to consider what will happen when we pass away. Taking care of our own paperwork now will spare them time, stress and money later.
By Mary Ware, CFP®, CIMA®, CDFA®
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Stop Taxes From Taking a Bite Out of a Special Needs TrustIf a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that.
By Scott Tucker, Investment Adviser Representative
