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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You Really Can Make New Year's Money Resolutions That Stick
The secret to keeping your New Year's financial resolutions? Just make your savings and retirement contributions 100% automatic.
By James Martielli, CFA®, CAIA®
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Domestic vs Offshore Asset Protection Trusts: A Basic Guide
Learn the difference between domestic asset protection trusts and foreign or offshore asset protection trusts to help you decide what might work best for you.
By Jeffrey M. Verdon, Esq.
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As We Age, Embracing Our Own Self-Doubt Can Be a Gift
An aging couple hired a company that illegally required large deposits, and then they decided to stick with the company even after an employee stole from them.
By H. Dennis Beaver, Esq.
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You've Built Your Estate Plan — Now Put It to Work
You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan up to date.
By Eric W. Bond
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10 Strategies to Help Women on Their Way to Financial Power
As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.
By Camille Butterfield
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How to Stop These 5 Risks From Wrecking Your Retirement
Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, here's what to prepare for.
By Matthew Lang
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Hesitating to Spend Money You've Saved? How to Get Over It
Even when your financial plan says you're ready for a big move, it's normal to hesitate — but haven't you earned the right to trust your plan (and yourself)?
By Frank J. Legan
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Time to Close the Books on 2025: Money Moves to Make First
As 2025 draws to a close, take time to review your finances, maximize tax efficiency and align your goals for 2026 with the changing financial landscape.
By Jennifer T. Stephenson, CPA
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Is Fear Blocking Your Desire to Retire Abroad? What to Know
Careful planning encompassing location, income, health care and visa paperwork can make it all manageable. A financial planner lays it all out.
By Stephen B. Dunbar III, JD, CLU
