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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How You Can Debt as a Tool to Improve Your FinancesEliminating high-interest balances and strategically using lower-rate loans can help you use debt as a tool to help make you more money in the future.
By George Pikounis, CEP®, CFP®
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Is Your Financial Adviser Qualified to Handle Your ESOP?Make sure your financial adviser knows how to manage your employee stock ownership plan (ESOP) by checking these credentials before you commit.
By Peter Newman, CFA®
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AI Boom Pushes Bond Yields Higher: What It Means to InvestorsTech companies are borrowing so heavily to fund the AI build-out that they're driving up interest rates and setting up a government-debt headache.
By Blaine Townsend, CIMC®, CIMA®
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Why You Should Avoid Prediction MarketsYou could be going up against traders who have access to AI (and possibly inside information) that makes your chances of winning slim.
By Stephen P. Harbeck
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Why a Big Savings Account Won't Guarantee Retirement PeaceEven wealthy pre-retirees worry about financial security in retirement. That's because peace of mind requires an income strategy, not just a high net worth.
By Lee Korn, CPWA®
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Why Hospice Care Means Choosing Peace, Not Giving UpHospice is often viewed as a surrender or a last resort for a loved one's final days. In fact, it can be taken up sooner, improving life when time is limited.
By Joel Theisen, RN
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How Self-Employed Deductions Impact Your MortgageYour business deductions can play a complicated role in determining your qualifying income. But there are ways around this issue with the right strategy and the right lender.
By Eric Bernstein
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5 Estate Planning Errors That Can Impact Generational WealthSuccessfully transferring generational wealth means preparing heirs, protecting your assets and treating estate planning as an ongoing family conversation.
By Mark B. Murphy, CLU®, ChFC®
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2 Retirement Tax Strategies To Keep More of Your WealthA tax planning strategy that combines direct indexing and tax-loss harvesting could help retirees minimize what they pay Uncle Sam and keep more of their wealth.
By Aaron R. Simpson, CFP®, ChFC®, RICP®
