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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Social Security Strategies for Couples With an Age GapThe Social Security decision for the higher earner in an age-gap marriage is tricky, as claiming age can determine a widowed spouse's income for years.
By Ray R. Harris, MBA, RSSA®
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How the Widow's Penalty Could Double Your Spouse's Tax BillThe widow's penalty is when losing a spouse triggers a huge financial hit. It's an unfortunate twist of the tax system, but the good news is you can plan for it.
By Kyle Hammerschmidt, Investment Adviser
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Travel Prices Heating Up: 4 Ways to Control Vacation CostsThe cost of summer vacations at home and abroad is higher this year, but that doesn't mean you have to miss out. These tips can help prevent lasting damage.
By Tony Drake, CFP®, Investment Advisor Representative
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Opportunity Zone 2.0 Designations: Your Governor's RoleWith governors redrawing the Opportunity Zone map for 2027-2036, investors who act now could shape where tax-advantaged capital flows for the next decade.
By Daniel Goodwin
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The Most Dangerous Words for Married Women: 'He Handles It'It makes sense for your husband to take care of finances while you look after the kids — right? Wrong. Here's why you need to get up to speed — fast.
By Tracy Byrnes, CDFA®
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How Business Owners Can Unlock Capital When the Bank Said NoBusiness owners often struggle to secure funding because they don't realize commercial lending is more flexible than traditional banks. Here are some options.
By Christopher Cornella
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Should You Take the Survivor Option on Your Pension?In some cases, you could buy life insurance instead and get a better deal in protecting your spouse. There are some things to keep in mind, though.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Do You Lack the Confidence to Retire? You're Not AloneFeeling secure enough to retire can be hard to define, especially during periods of economic uncertainty, and the decision isn't always about affordability.
By Lamar Brabham
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How to Help Business Owners Manage the Emotional Side of a ExitRather than being purely transaction-focused, advisers can help see owners through the financial and deeply personal transitions of exiting their business.
By Andrew Palmer
