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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Defense and Space Are the Next Frontier for InvestorsMilitary modernization and the new space race are converging to create a compelling opportunity for private market investors.
By Christopher Zook
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This Trust Can Protect Your Assets From Long-Term Care CostsA Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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This Is Why Your 2025 Tax Bill Shocked YouMany taxpayers were expecting higher tax refunds this year, only to find they owed money to the IRS. What was to blame — and how can you avoid it next year?
By Stacy Francis, CFP®, CDFA®, CES™
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Struggling on a High Salary? How to Make It Go FurtherWhile the average annual salary in the U.S. is about $64,500, even those on higher incomes can still feel like they're struggling. Earning more isn't the answer.
By Ron Tallou
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2 Low-Effort Moves to Help Keep Springtime Spending in CheckBy spring, the holidays are a distant memory, bills are out of mind, and we're using discounts to justify convenience shopping. Time for a quick financial reset.
By Cynthia Pruemm, Investment Adviser Representative
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A Retirement Plan Can't Just Be 'Crash on the Sofa and Veg'"Doing nothing" in retirement can be a relief at first. But to thrive, your brain and body need you to replace the challenges and purpose work provided.
By Richard P. Himmer, PhD
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Forget the Buzz About Roth Conversions: Here's the RealityRoth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they aren't the best move for everyone.
By Cathy DeWitt Dunn, CDFA®, FRC®
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These 7 Investment Behaviors Hurt Retirees the MostFrom holding too much cash to failing to factor in taxes, these investment behaviors can hurt more in retirement, when you've less time to recover from mistakes.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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5 Key Insights We Learned From 50 First-Time MillionairesWe've published more than 50 profiles of regular people sharing how they made their first $1 million. Their stories are rich with helpful insights.
By Joyce Lamb
