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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How to Slash Your Taxes on Large Stock or Property Sales
Selling a major asset can result in huge capital gains taxes, but combining direct indexing with tax-loss harvesting can significantly reduce your tax bill.
By Danielle Meister, IAR, CFF®, CDFA®
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Why 2026 Is the Year to Reconsider Global Diversification
It's been a while since investors had to stray beyond U.S. stocks to reap rewards. But current risks and opportunities suggest it's time to look abroad again.
By Feroz Ansari, CFP®
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Want to Divorce the IRS? This is How to Go About It (Legally)
With some careful planning focused on the standard deduction, retirees who have large sums in tax-deferred accounts can avoid unpleasant tax bills and even part ways with the IRS for good.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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9 Ways the Wealthy Waste Thousands in Taxes — And 9 Remedies
The tax code contains plenty of legitimate ways for the wealthy and business owners to cut taxes. Use this checklist to minimize taxes and stay compliant.
By Travis Babb, CFP®, EA
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When Estate Plans Don't Include Tax Plans, All Bets Are Off
Estate plans aren't as effective as they can be if tax plans are considered separately. Here's what you stand to gain when the two strategies are aligned.
By Paul Buckle, CPA, CFP®
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Relying on Real Estate in Retirement? Avoid These 3 Mistakes
The keys to successful real estate planning for retirees: Stop thinking of property income as a reliable paycheck, start planning for tax consequences and structure your assets early to maintain flexibility.
By Rob Edwards
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These Small Money Habits Really Can Plant Roots
February gets a bad rap for being the month when resolutions fade — in fact, it's the perfect time to reset and focus on small changes that actually pay off.
By Bill Schultheis
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Medicare Checklist: Avoid Costly Enrollment Mistakes
When you sign up for each part of Medicare matters. This enrollment checklist flags important info you need to know.
By David Jaeger, CFP®
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Why Basing Social Security Claims on Break-Even Math Is Risky
Your Social Security break-even age tells you how long you'd need to live for delaying to pay off, but shouldn't be the sole basis for deciding when to claim.
By Kyle Hammerschmidt, Investment Adviser
