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 Retirees Hoard Savings and How to Stop UnderspendingA charitable remainder unitrust (CRUT) can create a lifetime income stream and alleviate worry for retirees who underspend out of fear their money won't last.
By Klaus Gottlieb, Esq.
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10 Financial Habits Every Couple Should ShareWhen it comes to money, both partners need to know what's going on. Here's how to build a more transparent — and resilient — financial partnership.
By Mary Ware, CFP®, CIMA®, CDFA®
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How Delaware Statutory Trusts (DSTs) Actually WorkA Delaware statutory trust turns one property into a passive fractional interest in another. Here's how it works and why giving up control is part of the deal.
By Carl E. Sera, CMT
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Women's Financial Literacy: How to Close the GapWomen's financial literacy problem isn't a question of ability. It's that many women have been excluded from financial conversations and participation.
By Stacy Francis, CFP®, CDFA®, CES™
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Should You Invest in Gold? A Financial Adviser's GuideTo decide if the precious metal is right for you, consider three roles it could play: As a return driver, as a diversifier or as a hedge.
By Paul R. Kenney Jr., CFA®
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How to Turn Your Home Equity Into Retirement IncomeUnlocking home equity to supplement retirement savings sounds great in theory. But before you commit, make sure you fully understand the costs involved.
By Anthony Martin
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Moving to Spain? Why You Need a Flexible Financial PlanMoving to Spain? It can be more practical to rent before you buy. And not rushing into irreversible choices can make it easier if life brings you back home.
By Peter Dougherty, CFP®, CRPC®, EFP (Spain)
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Why You Shouldn't Put All Your Money Into Roth IRAsConverting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Roth Conversions: The Golden Tax Planning WindowIf a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.
By Jeremy Keil, CFP®, CFA®, CKA®
