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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Energy Investing Is a Long Haul: Is Your Estate Plan Ready?
Oil and gas investments can play a lasting role in a diversified portfolio, but be sure to consider how they fit into your broader strategy and estate plan.
By Jay R. Young
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Are You Really on the Right Financial Track? How to Find Out
If you're asking, 'Am I really on the right financial track?', it's time for a deep-dive review of your finances to ensure all the pieces are working together.
By Pam Krueger
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How to Ensure Your Kids Never Hear, 'We Might Lose the House'
Instead of seeing retirement planning as a game of optimizing returns, try to view it as building a plan that keeps your family steady when life punches first.
By Joe Harl
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Oregon Could Be the Retirement Haven You Don't Know About
Looking for a great retirement destination? Oregon has no sales tax, no state tax on your Social Security, highly rated health care and a temperate climate.
By Dr. Kim Hall, CFP®
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Does Your Retirement Plan Ignore Half of Your Net Worth?
Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
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Real-World Examples of Societal Impact That Can Inspire
What motivates the creation of societally impactful ventures? We can find some answers in the invention of a life-saving gadget and an author's book.
By H. Dennis Beaver, Esq.
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Investing in Farmland: A Scarce Asset With High Potential
Investing in farmland can offer a natural hedge against inflation and positive returns with lower volatility, driven by rising food demand and new technologies.
By Jeff Carlin, CFA®
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7 Assets to Leave Out of Your Roth IRA
Instead of treating your Roth IRA as "the best account" for everything, consider keeping these seven assets in accounts with better tax benefits or flexibility.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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Options for the Stock You Have Too Much Of (Plus, Its Risks)
When it comes to stock, too much of a good thing is risky. Here are five ways to get out of a concentrated stock position — and the potential drawbacks of each.
By Evan T. Beach, CFP®, AWMA®
