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 Leave a Lifetime Monthly Paycheck With AnnuitiesYou can easily create a lasting financial legacy for loved ones with annuities that are secure, cost-effective and tax-advantaged.
By Ken Nuss
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The Biggest Social Security Mistake Isn’t Claiming Too EarlyAn accountant's plan to return to Mexico shows why a Social Security claiming decision should begin with the life the money needs to support.
By Ray R. Harris, MBA, RSSA®
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The Secret to Retirement Confidence Isn't Net WorthMore retirees are afraid of outliving their savings. Why the problem might not always lie in their savings. Here's how to turn your wealth into reliable income.
By Cathy DeWitt Dunn, CDFA®, FRC®
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Buying a Major Appliance? Why You Need a Local ExpertRather than shopping only for the best deal, building a relationship with a dedicated, local appliance specialist is the best way to get dependable support.
By H. Dennis Beaver, Esq.
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Shield Your Assets Before the 5-Year Medicaid Clock Runs OutThis trust safeguards your life savings from high long-term care costs while maintaining your eligibility for government benefits.
By Jeffrey M. Verdon, Esq.
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How Businesses Can Scale Faster Via Strategic PartnershipsReal growth can be the result of well-structured collaborations that combine complementary strengths to accomplish far more than a lone entrepreneur.
By Natajia Miller
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Are You Rebalancing Your Portfolio for a Good Reason?Inflation, volatile markets and news from the Middle East have many feeling the need to make changes, but acting on impulse is unlikely to lead to success.
By John M. Boccio
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How to Prepare Kids for an Inheritance at Every AgeDon't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.
By Jessica Rickert, PGWTA
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How to Turn Your RMD Into a Smart Tax StrategyRequired minimum distributions can be used as a tool to help lower your tax bill, smarten your charitable giving and keep your retirement strategy on track.
By Jonathan I. Shenkman, AIF®
