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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Feeling a Tax Bite? Municipal Bonds Could Be CompellingIf you just wrote a check to the IRS, that could be a reminder that today's municipal bond market may offer better after-tax outcomes than you might expect.
By Paul Malloy
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Ignoring These Retirement To-Dos? You're Risking Your WealthOverlooking these three important, albeit boring, tasks could have disastrous consequences for the retirement savings you've worked so hard to accumulate.
By Evan T. Beach, CFP®, AWMA®
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Will Millennials' Money Attitude Put Family Wealth at Stake?Millennials don't have the same approach to wealth as older generations. How can ultra-high-net-worth families and their advisers keep a legacy on track?
By Valerie Wong Fountain, CFA®
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Is Lifestyle Creep Delaying Your Retirement Timeline?Lifestyle creep can quietly influence long‑term financial security. Here's how to check in on your spending and realign with your goals.
By Deana Healy, CFP®
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Buying a Home With Your 401(k)? Consider the Risk to Your RetirementPulling money from a 401(k) to buy a property now means you'll lose the power of compounding — and decades of potential growth those funds could have generated.
By Mike McCracken
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Why Strengthening Your Connections Could Lengthen Your LifeLoneliness is your biggest threat in old age, and a diminished social network is risky even if you're financially secure. Start building your connections now.
By Richard P. Himmer, PhD
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I'm Retired and Hate Being a Landlord. Should I Sell Up?Owning rental properties in retirement can be a headache. If you want to work out whether it's better to sell or keep going, here's what you need to consider.
By Evan T. Beach, CFP®, AWMA®
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Is a Childhood Money Lesson Threatening Your Retirement?The four money scripts are avoidance, worship, status and vigilance. Following them can interfere with your financial plan and limit your future opportunities.
By Dr. Kim Hall, CFP®
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If You're the Millionaire Next Door, You May Be a Terrible SpenderGood job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
