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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How to Talk to Your Aging Parents About MoneyTalking with your parents about their money can be awkward, but it's necessary to know what's up as they get older. These tips can help.
By Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
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Best Way to Compare Professional Fees for Financial AdviceWhen looking for a contractor or a financial adviser, hiring based only on price is risky. These questions will help you find the right person for the job.
By Phil Simonides, CFP®
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How to Inflation-Proof Your Retirement Without Cutting CostsThere are no two ways about it: Inflation will affect your retirement savings. But you can plan for rising costs without losing the lifestyle you want.
By John Vandergriff
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Is a Delaware Statutory Trust Right for You? 5 Questions to AskReady to retire? A DST can help landlords complete a 1031 exchange without buying another property to manage. But the structure is not for everyone.
By Carl E. Sera, CMT
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Energy Resiliency and Oilfield Service Stocks: A Growth Opportunity?The war in Iran has thrown a spotlight on energy security. Should investors look toward oilfield service companies that make dependable supplies possible?
By Michael Joseph, CFA
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Could a Roth Conversion Today Make You Wealthier Tomorrow?Roth conversions sound like a no-brainer — pay more tax now to pay less in future. But you need to understand your tax bracket to make sure they'll work for you.
By Dale Smothers, MBA, RICP®
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Power Pellets for Gen X Portfolios: Defensive Retirement PlaysAs Gen X enters its prime retirement-planning years, members of the "forgotten generation" face extra challenges in securing their future.
By Jeff Lorenzen, CFA®
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Why Buying Your First Home Is Way Harder Now Than in the '60sThis is what's happening for young Americans struggling to break into the housing market. Can family members who've already achieved their savings goals help?
By Jesse W. Hurst, CFP®, AIF®
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4 Essential Qualities to Consider When Choosing an ExecutorChoosing an executor requires evaluating a candidate's financial judgment, objectivity and capacity for the long-term commitment necessary to manage an estate.
By Leslie Gillin Bohner
