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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The Retirement Risk No One Likes to Discuss: You, Still Here
Living longer is the biggest retirement risk for most investors. If your retirement plan doesn't extend to your mid-90s and beyond, this is what you need to do.
By Jon Sabes
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IRA Rollover Stuck in Neutral? This Easy Mistake Can Cost You
Rollover IRAs can end up stuck in cash, while abandoned 401(k)s can be parked in a cash-like Safe Harbor IRA. Here's how to put your money back to work.
By Romi Savova
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The 'Midwestern Millionaire' Mentality That's Built a Fortune
If you see yourself in these four Midwestern Millionaire traits, you're among America's best savers. You're also most likely one of its most reluctant spenders.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Fun March Madness vs Unfun March Mayhem: Betting Buzzkill
Sports betting feels like entertainment, but for some, it's leading to debt, addiction and even a direct backlash toward athletes.
By Lawrence Sprung, CFP®, CEPA®
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This Social Security Claiming Mistake Can Hurt Women the Most
Women should personalize their Social Security claiming strategy and run the numbers after considering life expectancy, tax situation and existing assets.
By Camille Butterfield
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Women Face a Long-Term Care Gap They Can't Afford to Ignore
Women are the main providers of care — and will make up most of those needing it in future. Your 50s is when to start asking how you'll cover your own needs.
By Lori Gross
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AI is Making Your Community Bank More Human, Not Less
Community banks and credit unions can use AI to free up employees' time, allowing them to focus on customer relationships and maintain the human touch you value.
By Sean Desmond
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3 Ways to Set Up a Retirement Paycheck: Which One Suits You?
Choosing the best way to withdraw retirement funds depends on which paycheck system aligns with your lifestyle, tax plan and shifts in spending as you age.
By Kyle Hammerschmidt, Investment Adviser
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Why Business Owners Need Combined Estate and Succession Plans
Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.
By Keith Berk
