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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Do's and Don'ts for the First Meeting With a Financial AdviserThe first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.
By John Jones, ChFC®, EA, BCP®
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How to Unlock the Value of Your Employee Stock OptionsEmployee stock options are a powerful wealth-building tool, but decisions about when to exercise them need to be strategic, especially when it comes to taxes.
By Kate Winget
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Why You Need to Start Your Social Security Claim 4 Months EarlyEven a perfect Social Security plan can fail if you hit a login wall, an ID check snag or a direct-deposit problem. Here's how to make sure that doesn't happen.
By Ray R. Harris, MBA, RSSA®
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3 Ways to Protect Family Wealth Like the Ultra-RichYou've done well if you've set up a basic estate plan, but don't stop there. You can now adopt the same principles the wealthy use to establish a legacy.
By Steven Bowles, CLU®
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Looking for Financial Advice? Start With This QuestionBefore you search for a financial professional, ask yourself what kind of financial advice you need. You'll then know where to look — and what fees to expect.
By David Bromelkamp
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Direct Energy Investing: Tax Advantages for High EarnersDirect energy investing offers unique tax benefits, although high-income households should carefully evaluate its risks, not just its tax treatment.
By Jay R. Young
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How to Avoid the Tax Torpedo That Targets Wealthy RetireesIf you've saved millions for retirement, take cover from the "tax torpedo" of RMDs, IRMAA and the NIIT, which all conspire to spike your marginal tax rate.
By Evan T. Beach, CFP®, AWMA®
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Is This 1950s Investing Strategy Holding Your Portfolio Back?The diversification-focused modern portfolio theory has been the investing "rulebook" for decades, but it might be worth considering whether it fits your goals.
By Thomas Scorcia
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Money Lessons for Kids (and Adults) From a Financial AdviserIt's never too early to get started understanding wealth — and what generations who came before you did to set you on your path.
By Mary Ware, CFP®, CIMA®, CDFA®
