Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
Tending to Your Estate Plan? Give Your IRA Some Love, TooIRAs form an important part of your estate plan. Give yours some attention so they work in harmony and ensure your wishes will be carried out as you intend.
By Marguerite Weese, JD, LL.M.
-
From Buying a New Car to Having a Baby: How the OBBBA Affects YouAs well as making many tax cuts permanent, the OBBBA introduced a host of thresholds, phaseouts and deductions that affect everyday taxpayers, including these key changes.
By Tracy Byrnes, CDFA®
-
Trump Accounts Are a No-Brainer if You're Eligible (How to Apply)What's not to like about tax-efficient savings that grow with your child and may even get a $1,000 federal contribution? If you're eligible, it makes sense to sign up.
By Matt Marinovich, CFP®
-
This Retirement Income Plan Could Be Your Key to Sweet DreamsWant to enjoy life after work without having to worry about market downturns or inflation? Creating a guaranteed retirement "paycheck" is the answer.
By Devon Albarez
-
If You Haven't Saved Enough for Retirement, These Are Your OptionsIt's never too late to save for retirement, and there are plenty of ways to build up your nest egg, depending on the level of risk you're comfortable with.
By Philip Segal, CLU®, ChFC®, RICP®
-
Why Tech Experts Say AI's Boom Is Just the BeginningNearly all Americans are already using AI and don't realize it. Massive private investment points toward continued growth and appealing investment opportunities.
By Max Isaacman, Investment Adviser Representative
-
Converting to a Roth IRA? Don't Do It Like ThisYou might want to convert all of your retirement savings to a Roth in one go, but you could pay hundreds of thousands more in taxes than you'd have to.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
Give More, Pay Less: Guide to 2026 Tax-Smart Charitable GivingTax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.
By Caleb Lund, CAP®
-
This Commonsense Guide Can Make You an Excellent NegotiatorWritten by experts who have experience with high-stakes situations like FBI hostage crises, "Never Settle" stands out by focusing on practical exercises.
By H. Dennis Beaver, Esq.
