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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Why a Midcareer Pivot Can Be a Wealth-Building Power Move
If it feels like you can't sustain what you're doing for the next 20 years, it's time for an honest look at what's draining you and what energizes you.
By Tracy Byrnes, CDFA®
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8 Ways Mahjong Can Teach Us How to Manage Our Money
This increasingly popular Chinese game can teach us not only how to help manage our money but also how important it is to connect with other people.
By Mary Ware, CFP®, CIMA®, CDFA®
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A Financial Book That Won't Put Your Young Adult to Sleep
"Wealth Your Way" by Cosmo DeStefano offers a highly accessible guide for young adults and their parents on building wealth through simple, consistent habits.
By H. Dennis Beaver, Esq.
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How Advisers Can Help Clients Deal With Global Uncertainty
How can advisers reassure clients nervous about their plans in an increasingly complex and rapidly changing world? This conversational framework provides the key.
By Ben Sullivan, CFA®, CFP®
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How to Use 1031 Exchanges to Build Your Real Estate Empire
Small rental properties can be excellent investments, but you can use 1031 exchanges to transition to commercial real estate for bigger wealth-building.
By Daniel Goodwin
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Retirement Planning: The 8 Steps That Lead to Fulfillment
Retirement planning is less about hitting a "magic number" and more about an intentional journey — from understanding your relationship with money to preparing for your final legacy.
By Jamie P. Hopkins, Esq., LLM, CFP®
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The Roth Conversion Bandwagon is Rolling: Should You Jump On?
Roth conversions are all the rage, but what works well for one household can cause financial strain for another. This is what you should consider before moving ahead.
By Steven L. Rich, RICP®, CLTC®, NSSA®, CF2
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5 Mistakes to Avoid in the 5 Years Before You Retire
When retirement is in reach, financial planning gets serious — and there's a heightened risk of making serious mistakes, too. Here are five common slipups.
By Evan T. Beach, CFP®, AWMA®
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How to Structure Retirement Savings for Stress-Free Cash Flow
Dividing funds into a safety bucket, an income bucket and a growth bucket can help to cover immediate expenses, manage cash flow and promote growth.
By Ayden Hanes, CFP®, ChFC®
