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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I'm a Wealth Adviser: This Is How to Prevent Your Heirs From Frittering Away the Family Fortune
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs.
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A Financial Adviser's Guide to Divorce Negotiations: Civil — or Not
Whether you go through a friendly mediation or a contentious court battle, all divorce agreements need to address the same key issues.
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One Family's 529 Journey: A Guide to Smart College Savings, From a Parent Who's Also a Financial Professional
529 savings plans have been key to funding my three children's college journeys. Here are some tips for saving for a loved one's education, based on my experience as a parent.
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The October 15 Tax Deadline Is Coming: A Tax Attorney Highlights What You Need to Know
If you filed an extension in April, time is running out to get your taxes wrapped up for last year. Here's what you need to know for filing your 2024 taxes and preparing for tax year 2025.
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Three Strategies to Take Advantage of OBBB Changes, From a Financial Planning Pro
Four of the One Big Beautiful Bill's changes could impact your retirement, so it's smart to review your financial plans to see if these strategies would help you get the most out of the new provisions.
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Here's Why You Shouldn't Put All Your Money Into Roth IRAs
Converting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.
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I'm a CFP: Here's What You Should Do if Your Financial Adviser's Firm Gets Acquired
You've had the same financial adviser for a long time, but things are changing. Now what? Stay the course, or jump ship? Five questions could help you decide.
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ABLE Accounts: A Special Needs Consultant Breaks Down Common Myths
ABLE accounts help thousands of people with disabilities, but misconceptions still prevent eligible families from applying. Here, a financial professional separates fact from fiction.
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Want to Move to Italy? What to Consider Financially
Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits.
