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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Whose Definition of Financial Success Are You Chasing?Are you pursuing your own financial goals or what society expects? Find out by asking what you'd change if you could redesign your life, and what you'd keep.
By Feroz Ansari, CFP®
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How Fee-Only Financial Advisors Put Clients FirstFee-only advisors don't get commissions, referral fees or sales incentives. They give transparent advice that improves lives, paid for directly by the client.
By David Bromelkamp
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The Truth About Private Equity Consolidation: Check the MathDon't believe the hype around private equity eating up independent clinical practices. This is the best way to respond when a salesperson calls with an offer.
By Brian Hanks, MBA, CFP®
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Obscure California Law Penalizes Contractor SettlementsThis law, which affects out-of-state contractors, too, creates a trap by making it illegal to include complaint-withdrawal clauses in settlement agreements.
By H. Dennis Beaver, Esq.
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Gen Z Thinks They Need $9.5 Million to Be Successful?The young and old can disagree on what being successful feels like. Real financial freedom comes from a healthy relationship with money, whatever your age.
By Seth Miller, CFP®, CEPA
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After-Tax Returns: The Metric Most Investors MissIf you're ignoring private markets, you could be missing out on legal, tax-efficient strategies that boost after-tax returns without adding extra risk.
By Kelly Ann Winget
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What to Consider Before Starting a Side GigTaking on a side hustle to boost earnings? It may be better to spend time and energy growing your career or pursuing work that aligns with long-term goals.
By Robert Baird
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Essential Financial To-Dos for 11 of Life’s Big MilestonesSome milestone moments are cause for popping some bubbly and calling your accountant. These are the financial considerations that accompany certain life events.
By Mary Ware, CFP®, CIMA®, CDFA®
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Sitting on Large Capital Gains? This Trust Offers a Way OutA charitable remainder trust can help if you're anxious to escape a concentrated stock position without a capital gains tax hit.
By Klaus Gottlieb, Esq.
