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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Why the 4% Rule Could Fail for Retirement IncomeWhile the 4% rule is a useful starting point, a lengthy retirement can't rely on a one-time calculation. This is why you need a personalized income plan.
By Robert D. Blair, CFP®
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Financial Strategies to Afford a Long RetirementBridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income strategies and expert guidance.
By Erin Culek
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7 Ways Parents Can Help Teens Start InvestingNew research shows 70% of teenagers are eager to get into the market — and they're looking to their parents for guidance.
By Jeannie Bidner, CFP®
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Key Differences in Financial Independence vs RetirementPeople use "financial independence" and "retirement" as if they're the same milestone. But treating them the same is where a lot of financial plans go sideways.
By Andrew Rosen, CFP®, CEP
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How Women Should Structure Their Long-Term Care InsuranceWomen's longer life expectancies mean their long-term care coverage should feature longer benefit periods, higher payout amounts and robust inflation protection.
By Evan T. Beach, CFP®, AWMA®
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How to Prepare Your Kids to Manage MoneyMore than half of parents and grandparents believe children are less financially prepared than they were. Here's how you can help close the gap.
By Chloé Briel, CFP®, ADPA™
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How to Find Financial Advice for Everyday PeopleIt can be hard to find professionals who provide comprehensive financial planning for average Americans. The Garrett Planning Network aims to change that.
By David Bromelkamp
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How Your Employer Could Help You Buy a HomeMore companies are looking at offering employees support for buying a home — including down payment assistance — as a workplace benefit.
By Landy Liu
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USPS Retirement Funding: What Postal Workers Need to KnowThe Postal Service has admitted it's running out of cash. Employees need to take charge of their benefit and retirement planning before their options narrow.
By Eric Steffy
