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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When Markets Are Jumpy, This Is How to Stay Grounded
Market turbulence makes even the most experienced investors nervous. Here are some tips for ignoring the panic and trusting your plan when things get volatile.
By Jake Richards
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To Love, Honor and Make Financial Decisions as Equal Partners
Ensuring both partners are engaged in financial decisions isn't just about fairness — it's a risk-management strategy that protects against costly crises.
By Steph L. Wagner
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4 Pro Tips for Successfully Scaling the Medicare Mountain
Attempting to conquer Medicare without a plan is risky. The safest route requires a thorough understanding of your options and never leaves decisions to chance.
By Cathy DeWitt Dunn, CDFA®, FRC®
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Why Charitable Remainder Trusts Team With Donor-Advised Funds
If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.
By Mark Marrazzo
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The Illinois 'Cliff Tax': How a Single Dollar Can Push You Over
Illinois' estate tax "threshold" (rather than "exemption") can surprise families, but proactive planning can help preserve more for heirs and charitable causes.
By Scott Tucker, Investment Adviser Representative
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These Retirement Planning Steps Protect the Life You Want
This kind of planning focuses on the intentional design of your estate, philanthropy and long-term care protection.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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Fixed Indexed Annuities and Bonds: The Perfect Match?
The prospect of more interest rate cuts has investors wondering how to enhance the bond portion of their portfolio. A fixed indexed annuity could be the answer.
By Keith Wiltfong, CFP®, CIMA®
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'Fee-Only' and 'Fiduciary': Why You Must Know the Difference
The terms fiduciary and fee-only are not interchangeable. Knowing the difference ensures investors get the advice and the consumer protection they need.
By David Bromelkamp
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Why a Second (Gray) Divorce Could Cost You Big-Time
Divorce isn't any easier the second time, especially if you've remarried later in life. Rushing to settle without proper advice can have serious consequences.
By Chris Hernandez
