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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Add Lifetime Annuities to Unlock Home Equity and Tax Benefits
Combining a QLAC with a HECM can help mass affluent retirees secure guaranteed lifetime income, tax advantages and liquid savings to cover late-in-life expenses.
By Jerry Golden, Investment Adviser Representative
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Why Are Your Tax Dollars Not Maintaining Our Infrastructure?
Instead of spending the money needed to maintain our public buildings, roads and bridges, flashy new projects are prioritized. What can be done?
By Bob Hellman
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How to Keep Your Head When the Markets Make Others Lose Theirs
Practical steps like aligning your portfolio risk with your comfort level and securing sufficient liquidity can help you stay focused when markets get erratic.
By Amanda Weldon, CIMA®
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Tax Forms Retirees Are Getting in 2026 and What They're For
Knowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to file your taxes.
By Evan T. Beach, CFP®, AWMA®
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4 Ways to Make Debt Your Friend Instead of Your Frenemy
Debt can actually be a helpful tool, provided you understand the difference between good debt and bad debt and use it to optimize your financial strategy.
By Meagan Dow, CFA®, CFP®
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The Housing Crisis Affects Us All: Here's How We Can Fix It
Excessive building regulations are restricting the supply of affordable housing in areas with the strongest job markets — and that hits national growth.
By Jesse W. Hurst, CFP®, AIF®
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What Can You Do When E-Billing Leads to Missed Payments?
Email-only billing has created problems for some customers as bills land in spam folders and payment disputes ensue, not to mention heightened fraud risks.
By H. Dennis Beaver, Esq.
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Adviser, Broker or Insurance Agent: Which to Trust With Your Money
Looking for a trustworthy financial professional? That term can cover brokers, insurance agents and advisers who don't all have the same standards.
By John McKean, CFP®
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Employee Misuse of AI Can Expose Your Business to Lawsuits
Companies can face substantial damages if employees expose sensitive data to AI tools, rely on biased AI outputs and more, making robust policies essential.
By Jeffrey M. Verdon, Esq.
