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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Is It Worth Shipping Your Car to Europe When You Relocate?Americans moving to Europe often underestimate the cost, complexity and risks involved in shipping a car abroad. Fortunately, there's a much simpler alternative.
By Marco Permunian
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Stop Waiting to Invest: How to Build Wealth in Any MarketIf you're holding off on an investment decision until the market feels more certain, you're guilty of trying to time it. The solution? Make timing irrelevant.
By Phil Simonides, CFP®
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A Financial Survival Guide for Your College-Bound KidYour child might have all their dorm supplies, but have they got everything they need to be financially independent when they start college?
By Bruce Maginn, Principal
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The Workplace AI Gap: Why 'Figuring It Out' Isn't WorkingCompanies are rushing to adopt AI and leaving staff to figure it out as they go along. That risks employee burnout and ultimately the success of the business.
By Alice Grey Harrison
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4 Estate Planning Documents Your Family Needs in a CrisisEstate planning isn't just for the wealthy — it's for anyone who wants control over what happens next. These four core documents will help you establish it.
By Robby J. Graham, CFP®, CPA
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How to Time Retirement Withdrawals to Save on TaxesBy coordinating withdrawals from retirement accounts to keep your income below certain thresholds, you can save on taxes and benefit from valuable deductions.
By Steven L. Rich, RICP®, CLTC®, NSSA®, CF2
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How Hackers Target Your Retirement SavingsHackers are targeting your retirement savings — and they need little more than your email account or cellphone number to gain access. Here's how to stay safe.
By Shane W. Cummings, CFP®, AIF®
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13 Things Every Retiree With a Pension Must Know About TaxesIf you're a retiree with a pension, treating taxes as a core part of your retirement strategy is the best way to keep your income sustainable for the long haul.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Inherited Annuity? How to Avoid a Tax Bomb as a Non-SpouseWhen inheriting an annuity, a beneficiary who isn't a spouse can face a big tax bill. Choosing annuitization or the "stretch" option lets you soften the blow.
By Ken Nuss
