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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Turn Capital Gains Into Charitable Donations With a DAFAppreciated stock, IPO shares and other non-cash assets can be among the most powerful charitable gifts you can make — if you know how to donate them.
By Caleb Lund, CAP®
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How a QTIP Trust Can Protect a Married Couple's EstateHow can married couples ensure non-taxable estates pass as intended and are protected from unwanted claims down the line? A QTIP trust can provide the answer.
By Jeffrey M. Verdon, Esq.
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How to Spot a Bad Landlord Before You Hand Over Your MoneyWhat do you know about your landlord? Not much, I'll bet, and that could cost you. You can learn from this woman's interaction with a very bad landlord.
By H. Dennis Beaver, Esq.
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Time to Protect Your Gains After 3 Years of Market Growth?Hooray for the market's double-digit growth three years in a row, but it could be time to check in on your risk tolerance.
By Spencer Ford
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Why Your Retirement Plan Needs More Than Just CDsCDs and Treasuries are secure, but thanks to inflation they might not get you through retirement. You'll likely need some growth-focused investments, too.
By Scott Tucker, Investment Adviser Representative
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6 Really Old Money Lessons That Are Still Relevant TodayWhile the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.
By Neale Godfrey, Financial Literacy Expert
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The 5 Pillars of a Happy and Fulfilling RetirementWhile a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.
By Richard P. Himmer, PhD
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Hit Your Savings Goal? Why You Shouldn't Retire YetHitting your savings goal is worth celebrating, but you're not done with retirement planning. Next, ask yourself how you'll keep more of what you saved.
By Pam Krueger
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Cash Flow vs Income in Retirement: Avoid Overpaying TaxesRetirees often overpay their taxes because they mix up their cash flow, income and actual spending. Understanding the differences can help you stay in control.
By Mike Decker, NSSA®
