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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If Your Retirement Numbers Don't Look Good, You Have Options
If you're worried about a shortfall between your income and expenses in retirement, you're not alone. But there are ways you can make up the difference.
By Brian Teets, IAR, MBA
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How to Make the Most of These 2 Tax Breaks ASAP
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
By Michael Neuenschwander, CFP®, CPA
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Check Out These Opportunities Created by the New Tax Law
A deep dive into the One Big Beautiful Bill Act (OBBBA) reveals key opportunities in 2026 and beyond.
By Justyn Volesko, JD, LL.M.
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Beat the Money Blues With This Easy Financial Check-In
As 2026 takes off, half of Americans are worried about the cost of everyday goods. A simple budget can help you beat the money blues and reach long-term goals.
By Branden Vernon, AIF®
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Do Self-Storage REITs Deserve Space in Your Portfolio?
Self-storage is an overlooked area of the real estate market, even though demand is strong. Investors can get in on the action through a REIT.
By Michael Joseph, CFA
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4 Simple 2026 Money Targets to Aim For (And How to Hit Them)
While January is the perfect time to strengthen your financial well-being, you're more likely to succeed if you set realistic goals and work with a partner.
By Tony Drake, CFP®, Investment Advisor Representative
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Estate Planning Isn't Just for the Ultra-Wealthy
If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for that estate for your beneficiaries.
By William Thatcher
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To Be a Smart Insurance Shopper, Don't Shop Just for Price
Choosing the cheapest policy could cost you when you have a loss. You'll get the best results if you focus on the right coverage with the help of a good agent.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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7 Reasons Why Your Portfolio Needs Short-Term Bond ETFs
Money market funds are a safe option for your cash, but ultra-short and short-term bond ETFs also deserve consideration. Here are seven reasons why.
By Brad Collins
