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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Moving in Retirement for Lower Taxes: 5 Mistakes to AvoidRelocating only because of state income tax rates can backfire unless you evaluate your entire financial picture.
By Evan T. Beach, CFP®, AWMA®
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California Dreaming About Retirement? A Guide to Costs and TaxesRetirees in California enjoy sunny days, tasty meals and more, but the state comes with some unique financial considerations. Here's a guide for DIY retirees.
By Julia Pham, CFP®, AIF®, CDFA®
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4 Risks Threatening the AI Boom — and Your PortfolioLots of money is flowing into AI infrastructure, but what if demand falls short of expectations? Savvy investors should review their AI concentration risk.
By John O'Connell, MBA
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Why a Strong Mental Core Improves Total Financial StrengthFinancial success isn't just about numbers. A healthy dose of self-awareness and strong core values can help you make better decisions and reach your goals.
By Jessica Andrews
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The Costs of Job-Hopping: Why Staying Put Pays OffWhile frequently changing jobs can offer pay bumps and what feels like a fresh start, building roots at one company can lead to greater career advancement.
By H. Dennis Beaver, Esq.
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5 Questions to Stop News Feeds From Managing Your MoneyTrue financial wisdom requires stepping back from headline news to balance the genuine risks with your own long-term perspective.
By Feroz Ansari, CFP®
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5 Ways AI Can Help Manage Your Personal FinancesAI can take some of the strain out of handling everyday finances, from disciplined saving to avoiding scams, paying off debt and reaching your money goals.
By David Grant A.
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How to Encourage Young Americans to Save and InvestTwentysomethings are increasingly skeptical about homeownership and investing. But a retirement account (and the magic of compounding) could change their minds.
By Adam Bergman
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3 Smart Ways to Delay or Defer Taxes on Your RMDsIf you don't need or want to take your required minimum distributions (RMDs), you can consider these strategies to help lower your tax bill.
By Evan T. Beach, CFP®, AWMA®
