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 Strategize Your Social Security BenefitsClaiming Social Security too early or too late can impact your entire financial picture in retirement. It pays to carry out a proper analysis before you commit.
By Tony Drake, CFP®, Investment Advisor Representative
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How Women Should Plan for Retirement DifferentlyWomen's retirement planning should account for longer life expectancies, costlier long-term care, and different investment and estate planning requirements.
By Evan T. Beach, CFP®, AWMA®
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Avoid These Vacation Home Estate Planning MistakesThe family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.
By Denise McClain, JD, CPA
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Diversifying With Direct Energy Beyond 60/40For the right investors, direct oil and gas investing offers diversification beyond stocks and bonds and meaningful tax advantages. Should you go for it?
By Jay R. Young
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How to Stop a Panic Move After a Dementia DiagnosisSiblings are alarmed after their father's Alzheimer's diagnosis leads their mother to embark on an isolating move. This is how they can help keep Dad safe.
By H. Dennis Beaver, Esq.
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5 Life Insurance Questions to Ask Before Buying a PolicySeptember is Life Insurance Awareness Month. What better time to take a look at the best way to find a policy that supports you and your family?
By Kevin Brayton, MBA
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How to Recover From Financial Setbacks: A Quick GuideIt takes courage to accept financial problems and identify what's wrong. The good news? You don't have to solve everything overnight, and you can start small.
By Alex Duffy
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Why Avoiding IRMAA Could Cost You More in RetirementDoing everything to avoid Medicare surcharges (IRMAA) is tempting, but obsessing over annual premium savings can increase your total retirement tax bill.
By Scott Tucker, Investment Adviser Representative
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How to Protect Your Assets From Long-Term Care CostsA revocable living trust is great for avoiding probate but won't shield savings from long-term care costs. Consider a Medicaid Asset Protection Trust instead.
By Evan H. Farr, CELA
