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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A Financial Survival Guide for the Sandwich Generation
People in their 40s can find their finances stretched as they care for children and aging parents. Here are some strategies to help with competing priorities.
By Shane W. Cummings, CFP®, AIF®
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Approaching Retirement? You May Be Taking on Too Much Risk
Pre-retirees in the critical "retirement red zone" often take on significantly more risk than they want or are comfortable with. Here's how to fix that.
By Andrew M. Costa
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Women Play It Too Safe With Money: Are You One of Them?
Many women internalize the message that financial caution equals competence, which can damage long-term financial security. It's time to stop playing it safe.
By Marcia Dawood
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Retirement Is Like Everest: The Ascent Isn't the Only Risk
The real risk in retirement is failing to plan for the "descent" — the psychological and lifestyle changes that occur after you reach your financial goals.
By Richard P. Himmer, PhD
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Claiming Social Security: 7 Tools and Rules for DIY Investors
Deciding when to claim Social Security is tricky — and the wrong decision can be costly. DIY investors shouldn't leap in without these tools and rules.
By Vincent Birardi, CFP®, AIF®, MBA
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Inherited Money or Property? Here's How It Could Be Taxed
Inheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs.
By Daniel Razvi, Esquire
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Stop Tracking Every Dollar: Make an Anti-Budget Instead
Traditional budgeting (and tracking every dime) doesn't suit everyone. If you want a less labor-intensive approach, this alternative may be right up your alley.
By Anthony Martin
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How Retirees in the 2% Club Can Reduce Their Lifetime Taxes
Retirees with a pension and significant savings can use this strategy to lower taxes, avoid penalties like IRMAA and gain more control over retirement income.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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5 Simple Steps to Financial Power for Every Woman
Despite our growing economic power, women still face a confidence and savings gap. We can fix that by taking steps that help secure our financial independence.
By Nicole Romito, CFP®, CDFA™
