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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Did You Max Out Your 401(k)? Here's How That Could BackfireWhat looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster.
By Christopher C. Giambrone, CFP®, AIF®
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How Your Kids' Tax Bracket Can Wipe Out Your Capital GainsWant to give your kids a home down payment? Want to help cover daycare expenses? Instead of writing them a check, transfer appreciated stock into their account.
By Evan T. Beach, CFP®, AWMA®
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The Best Gift You Can Leave Your Family Is Organized FinancesWe owe it to our loved ones to consider what will happen when we pass away. Taking care of our own paperwork now will spare them time, stress and money later.
By Mary Ware, CFP®, CIMA®, CDFA®
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Stop Taxes From Taking a Bite Out of a Special Needs TrustIf a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that.
By Scott Tucker, Investment Adviser Representative
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The New Venture Capital Playbook for Startups and InvestorsCapital is still flowing, but the easy-money, easy-investing era is over. This is how startups and investors can meet the challenges and seize opportunities.
By Gayle Jennings-O'Byrne
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Inside the Best-Run RIA Firms: What They Do DifferentlyThe most successful businesses don't waste time trying to perfect methods that aren't working, but instead focus on identifying and removing bottlenecks.
By Angie Herbers
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Portfolio Focus Moves Back to Risk Management: Here's HowDefined outcome and buffered ETFs are becoming more common in adviser toolkits as market conditions call for strategies that put risk management at the center.
By Charles Champagne
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To Win HNW Clients, Consider an Unbundled Advisory ModelIndependent advisers need to clearly explain how their team combines functions with external oversight to ensure full independence for the client and the firm.
By Jeremy Green, CFP®, CTFA, CLU®, CEBS®, AEP®, EA, MSFS
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6 Economics Lessons About Work and RetirementWhile critics complain that economists are always at odds, there are plenty of areas of agreement that contain valuable lessons for our working lives and more.
By Philip Segal, CLU®, ChFC®, RICP®
