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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Financial Success in 2026: Who's In Your Driver's Seat?
For financial success in 2026, look beyond the numbers to identify the people who influence your decisions, then set them realistic expectations
By Pam Krueger
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In the 2% Club and Have a Pension? Beware the 60/40 Portfolio
Income from your pension, savings and Social Security could provide the protection bonds usually offer, freeing you up for a more growth-oriented allocation.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Bye-Bye, Snowbirds: Retiring Americans Are Relocating Permanently
Why head south for the winter and pay for two properties when you can have a better lifestyle year-round in a less expensive state?
By Brandon Summers
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Consider These 4 Tweaks to Your 2026 Financial Plan
There's never a bad time to make or review a financial plan. But recent changes to the financial landscape might make it especially important to do so now.
By Michael Aloi, CFP®
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Why You Should Show Your Insurance Some Love
Sure, it's pricey, the policies are confusing, and the claims process is slow, but insurance is essentially the friend who shows up during life's worst moments.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Is Your Retirement Plan Missing a Caregiving Strategy?
Millions of people over 65 care for grandkids, adult kids or aging parents and will also need care themselves. Building a caregiving strategy is crucial.
By Anna M. Rappaport, FSA, MAAA
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6 Financially Savvy Power Moves for Women in 2026
Don't let the day-to-day get in the way of long-term financial planning. Here's how to get organized — including a reminder to dream big about your future.
By Mary Ware, CFP®, CIMA®, CDFA®
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What Private Equity's Shift Means for Investors, Business Owners
For 40 years, private equity enjoyed extraordinary returns thanks to falling rates and abundant credit. That's changed. What should PE firms and clients do now?
By Alexander G. Stacy
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Mutual Funds Reality Check: Are You Really Diversified?
You might be invested in multiple mutual funds, but they might be invested in the same stocks. Here’s how to go about fixing that.
By Daniel Sullivan
