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 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®
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Are You a Woman Who Has No Time for Financial Planning?Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.
By Beth Bosworth, CFP®
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Think Like Warren Buffett as You Near RetirementAre you taking needless risks? It might be time for a financial check-in to see how much you really need to invest in the markets.
By Barry H. Spencer, Registered Investment Adviser
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If You're Too Rich for a Roth, Consider a Mega Backdoor RothA mega backdoor Roth IRA allows high-income earners to potentially move tens of thousands of dollars into a tax-free retirement account. This is how it works.
By Nancy Hite, CFP®, CLU®, ChFC®, RFC®
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Is Spring Fever Compelling You to Refresh Your Portfolio?Spring fills us with optimism but investors shouldn't confuse a good feeling with a good decision. Here are three ways emotions can undermine decision-making.
By Anthea Tjuanakis Cox
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If Not Long-Term Care Insurance, Then What?If you don't buy long-term care insurance, how can you plan to cover your long-term care needs once they (most likely inevitably) arise?
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Want To Make Better Investment Decisions? Use This ChecklistAre you as disciplined an investor as you think? Find out what's really driving your choices — and how a shift in mindset can improve your decision-making.
By Feroz Ansari, CFP®
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How High Earners Can Pay Off Student Loan Debt in 5 YearsBeing disciplined at the start of your career means you won't be carrying those financial burdens forever.
By Stephen B. Dunbar III, JD, CLU
