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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Parent PLUS Caps Just Changed the Math on Paying for CollegeFor years, Parent PLUS filled whatever tuition gap was left over. Starting July 1, it comes with a hard ceiling. What should families do now?
By Sravani Atluri
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Why High-Net-Worth Individuals Are Securing Golden VisasGolden Visas can help protect wealth, family and business operations by establishing a reliable backup residency and, often, a path to dual citizenship.
By Jonathan Ralph
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Are This Company's Ads for Push-to-Talk Devices Misleading?These radios are marketed as independent, unlimited-range walkie-talkies, but they actually require an LTE tower — the company's website even notes that.
By H. Dennis Beaver, Esq.
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Do You Know the Pros and Cons of Annuities? Test Your Knowledge With Our QuizQuiz The financial professionals who contribute to Kiplinger's Adviser Intel regularly write about annuities.
By Joyce Lamb
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Does Inflation Mean Your Retirement Plan Is Running on Empty?Anchoring your retirement plan to short-term inflation is the financial equivalent of a gas tank running on empty — it works great until it leaves you stranded.
By Jesse W. Hurst, CFP®, AIF®
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How to Master the Art of Family Business SuccessionYou might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it early could head off divisions.
By Mike Moore
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Financial What-Ifs You Need to Discuss While the Going's GoodLife events can wreak greater havoc with finances than any market downturn. Here are some pointers on holding "that" conversation with your loved ones.
By Karen B. McIntyre, CFP®
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5 Retirement Lifestyle Upgrades That Cost Less Than You ThinkReframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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The Real Cost of a Vacation Home, From a Financial PlannerBefore you buy a vacation home, do your homework. Be realistic about mortgage rates, local regulations that limit rental options, insurance and upkeep.
By Lawrence Sprung, CFP®, CEPA®
