Financial Planning

Advisor Upside

Financial Uncertainty Spurs Anxiety and Depression

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Nearly 70% of Americans said financial uncertainty has made them anxious and depressed, according to a Northwestern Mutual report.

2 min read

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Advisor Upside

Most Americans Question Online Financial Information

Some 80% of Americans are skeptical of the investment and saving information they find on social media.

2 min read
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Advisor Upside

Retirement Contributions Hit All-Time High, Fidelity Says

Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.

2 min read
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Advisor Upside

Advisors Say $1,000 ‘Trump Accounts’ Won’t Benefit Families Who Need Help Most

While the idea isn’t exactly new, the accounts are designed to help parents prepare for their children’s financial futures.

2 min read

Advisor Upside

Want a Crypto 401(k)? The DOL Isn’t Standing in the Way Anymore

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The regulator nixed Biden-era guidance that discouraged 401(k) plans from including crypto and other digital assets.

2 min read

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Advisor Upside

Advisors Weigh In on Trump’s ‘Big, Beautiful’ Bill

While some tax saving aspects could benefit clients, advisors said other provisions could negatively impact the economy at large.

2 min read
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Advisor Upside

Advice on Life and Money from Jonathan Clements

What would you do if you found out you had 12 months to live?

5 min read
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Advisor Upside

New Startup Offers Lending to the 401(k) for the 401(k)

Basic Capital wants to shake up retirement savings by financing multiples of workers’ contributions to increase the power of compounding.

2 min read

Advisor Upside

Who Wants to Live to 100? Not Most Americans

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Just over 70% of Americans say they don’t want to live to be centenarians, afraid they won’t be able to afford the costs of longevity.

1 min read

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Advisor Upside

Emotions More Problematic for Retirement than Finances

But there is a big reason to be concerned: Long-term care.

2 min read
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Advisor Upside

The Great Wealth Transfer’s Not Just About the Money

With generational wealth momentum poised to put $124 trillion in motion, financial advisors face opportunities and challenges.

4 min read
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Advisor Upside

Families Brace for Student Loan SmackDown

The government is coming to collect on federal student loans. That won’t just affect recent grads — it’s a family issue.

2 min read

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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