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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Trusts for Children: Should You Name Your Spouse as Trustee?
Naming your spouse as trustee can provide invaluable familial insight and continuity, but you should carefully weigh those benefits against potential risks.
By Marguerite Weese, JD, LL.M.
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Passive Muni Investors: Is Your Strategy Missing the Mark?
Passive investments in municipal bonds are popular, but do they come at a cost? Two recent examples show why an active approach can be more favorable.
By Peter Aloisi, CFA® Charterholder
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Tied Up in a Concentrated Stock Position? How to Get Loose
If you've built significant wealth through stock in one company, deciding your next move may be petrifying. Use this decision-making framework to get unstuck.
By Zachary Ashburn, CFP®, EA, AFC®
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How Your IRA Can Work for Change and Help the Next Generation
Unhappy with the environmental and social impact of your investments? An impact fund that aligns your portfolio with your values could make all the difference.
By Carole Laible
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A Healthy Dose of Terror: How to Survive Prison's First Days
This young man needed to be scared straight after his mother expressed her fear that he was on a path to prison. Hearing these eight do's and don'ts worked.
By H. Dennis Beaver, Esq.
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How to Derisk Your Portfolio in 2026: A Step-by-Step Guide
Signs of a possible economic slowdown call for balanced derisking that locks in portfolio gains without sacrificing future upside. Here's a step-by-step guide.
By Isaac Morris
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The 5 Biggest Tax Mistakes New Retirees Make in the First 5 Years
Making the wrong tax moves in the first few years of retirement can be costly for you and your heirs. These are the five biggest mistakes to avoid.
By Travis Babb, CFP®, EA
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Inherited an IRA? Don't Fall Into the 10-Year Tax Trap
Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff penalties. That calls for an action plan.
By Mike Palmer, CFP
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How Money Guilt Holds Women Back (and How to Send It Packing)
Women shouldn't let guilt limit the way they manage their hard-earned wealth. It's time to separate emotion from financial decision-making.
By Marcia Dawood
