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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Sports Betting vs ETF Investing: A Lesson in Expected Returns
The difference between sports betting and investing: One requires patience and diligence and has a positive long-term return, and the other is a zero-sum game.
By Wes Crill
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How to Position Investments to Minimize Taxes for Your Heirs
To minimize your heirs' tax burden, focus on aligning your investment account types and assets with your estate plan, and pay attention to the impact of RMDs.
By Christopher Budd
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Are You 'Too Old' to Benefit From an Annuity?
Probably not, even if you're in your 70s or 80s, but it depends on your circumstances and the kind of annuity you're considering.
By Ken Nuss
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Seeing Retirement Ahead? Why Your 50s Will Be So Significant
This is the perfect time to assess whether your retirement planning is on track and determine what steps you need to take if it's not.
By Kristy Eller
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Your Retirement Isn't Set in Stone, But It Can Be a Work of Art
Setting and forgetting your retirement plan will make it hard to cope with life's challenges. Instead, consider redrawing and refining your plan as you go.
By Bonnie Treichel
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The Bear Market Protocol: 3 Strategies for a Down Market
From buying the dip to strategic Roth conversions, there are several ways to use a bear market to your advantage — once you get over the fear factor.
By Mike Decker, NSSA®
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For the 2% Club, Guardrails and the 4% Rule Do Not Work
For retirees with a pension, traditional withdrawal rules could be too restrictive. You need a tailored income plan that is much more flexible and realistic.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Now Is the Time to Start Designing Your 2027 Retirement
This is when you should be shifting your focus from growing your portfolio to designing an income and tax strategy that aligns your resources with your purpose.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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Reduce Stress With a Layered Approach for Your Retirement Money
To be confident about retirement, consider building a safety net by dividing assets into distinct layers and establishing a regular review process. Here's how.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
