Financial Planning

Advisor Upside

Don’t Fear the Reaper. Running Out of Money in Retirement May Be Scarier

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Dying is one thing, but living without money is another, according to a recent survey.

2 min read

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Advisor Upside

Clients Could Need $1.26M to Retire. Gen Z Has a Plan

Young Americans have begun investing in their retirement at just 24 years old compared with almost 40 for boomers, per Northwestern Mutual.

2 min read
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Advisor Upside

Is the Great Wealth Transfer Really All That Great?

New research predicts just $17.5 trillion may transfer over the next two decades.

2 min read
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Advisor Upside

Sagging Markets Mean Roth Conversions Go on Sale

Clients can save by converting to Roth accounts, but they should consider current tax brackets and cash on hand, advisors said.

2 min read

Advisor Upside

Digital Estate Planner Trust & Will Lands $25 Million in Funding

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Advisors tend to work with lawyers for their estate planning needs, but digital platforms can help expand those services to more clients.

1 min read

Advisor Upside

Two Thirds of Women Say They’re CFOs of the Household

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More women are planning for retirement, which hasn’t always been the case and could open up new clients to financial advisors.

1 min read

Advisor Upside

Sen. Warren Blasts Advice Industry Over ‘Kickbacks’

Photo by Gage Skidmore via CC BY-SA 2.0

Conflicts of interest may be costing retirement savers $5 billion a year in fixed-index annuities, an investigation found.

2 min read

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